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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

PBS™, Accounting (Passport Business Solutions™,) is a complete system that can be used to manage all aspects of your company's accounting. You can customize it to fit your company's needs and manage your growth. We can help you manage growth while maintaining the unique business process that is vital to your success. PBS Accounting offers you the flexibility and immediate financial reporting that managers need to make sound business decisions. PBS Accounting can optionally be integrated with PBS Manufacturing and PBS Distribution business software. Passport Software has over 30 years of experience and can provide expert consulting, as well as outstanding support and training. PBS Accounting is a robust and affordable solution for small- to medium-sized businesses that are manually tracking their finances or have outgrown their existing accounting system.

Description

Integrate Stripe and CRM data to automate customer revenue recognition, invoicing, and accounts receivable aging. With ease, you can delve into and navigate through annual recurring revenue, net revenue retention, logo retention cohorts, SaaS profit and loss statements, as well as your GAAP financial reports. Collaborate with experts who grasp your challenges and can assist you in resolving them effectively. Let Rillet AI optimize your closing process and streamline tedious workflows by summarizing them in just a few sentences. Conduct data analyses in mere seconds, eliminating the need for multiple data exports, complex pivot tables, and extensive lookups. A real-time synchronization from your CRM generates a revenue waterfall and deferred revenue schedules automatically. You can also effortlessly adjust existing contracts and establish tailored revenue patterns. Moreover, connect seamlessly with over 11,000 banks and credit unions, while our advanced machine-learning algorithms achieve a remarkable 90% transaction matching accuracy. This innovative approach not only saves time but also enhances your overall financial management efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Avalara No 
Brex No 
Expensify No 
Gusto No 
HubSpot CRM No 
HubSpot Customer Platform No 
Justworks No 
Lunos No 
Monk No 
Paymate Software Yes 
Ramp No 
Rippling No 
Salesforce No 
Snowflake No 
Solvimon No 
Stackpack No 
Stripe No 
TaxJar No 
Taxwire No 
Yooz Yes 

Integrations

Avalara Yes 
Brex Yes 
Expensify Yes 
Gusto Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Justworks Yes 
Lunos Yes 
Monk Yes 
Paymate Software No 
Ramp Yes 
Rippling Yes 
Salesforce Yes 
Snowflake Yes 
Solvimon Yes 
Stackpack Yes 
Stripe Yes 
TaxJar Yes 
Taxwire Yes 
Yooz No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$199 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Passport Software

Founded

1983

Country

United States

Website

pass-port.com/accounting/

Vendor Details

Company Name

Rillet

Website

rillet.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management Yes 
Order Management Yes 
Purchasing Yes 
Returns Management No 
Sales Forecasting No 
Shipping Management Yes 
Warehouse Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM No 
Dashboard No 
Distribution Management Yes 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Retail Management

CRM Yes 
Commission Management Yes 
Email Marketing Yes 
Employee Management Yes 
Loyalty Program Yes 
Mail Order Yes 
Merchandise Management Yes 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management No 
eCommerce Yes 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

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