Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your financial operations with automated bookkeeping that delivers precise spending insights in near real-time. With daily, weekly, and monthly books being closed automatically, you can make informed decisions with greater assurance. User-friendly and customizable charts and graphs present essential KPIs such as working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. Enjoy a comprehensive overview with data refreshed every 15 minutes, while an intuitive portal lets you review and reconcile all outstanding financial transactions. Integration with third-party platforms like Sage Intacct, QuickBooks, and Bill.com simplifies your back office processes. If you need assistance, a dedicated professional from PwC is readily available to provide support. Bookkeeping Connect, offered by PwC, applies over a century of expertise to support not-for-profits, small and medium-sized businesses, family offices, private firms, and service organizations. Additionally, you will receive personalized introductions to PwC experts specializing in mergers and acquisitions, R&D tax credits, capital markets, and various other fields, ensuring that you have access to the best resources for your unique needs. This tailored approach not only enhances efficiency but also empowers your organization to thrive.
Description
Concentrate on your enterprise rather than your financial records. With a virtual bookkeeping professional by your side, you can focus on your strengths. Save valuable time. Delegate everyday bookkeeping duties to a QuickBooks-certified specialist who can lighten your load. Enjoy peace of mind. Trust a certified online bookkeeper to ensure your transactions are accurately categorized and your accounts reconciled. Maintain year-round confidence. Your bookkeeper will keep your records in order each month, preparing you well ahead of tax season. Here's how it works. To provide you with the finest bookkeeping service, we take the time to understand your business and pair you with a team of American bookkeepers. Expect consistent bookkeeping assistance, receive precise monthly reports, and reach out to your virtual bookkeeper whenever you need guidance. Tailored setup. Your expert will establish your chart of accounts and connect your bank accounts. Continuous bookkeeping support. Allow your online bookkeeper to handle all categorization and reconciliation tasks. Essential reports. At the end of each month, receive crucial reports to guide your important business decisions, ensuring you remain well-informed and prepared for future endeavors. This comprehensive approach allows you to not only manage your business effectively but also to make informed choices based on reliable financial data.
API Access
Has API
No
API Access
Has API
No
Integrations
AveeCare
No
Bloomreach
No
Bonx
No
Claude for Financial Services
Yes
ClientDeck
No
Clio
Yes
Dashe
No
FoodReady
No
GlassJar
No
InvisaClaim
No
Integrations
AveeCare
Yes
Bloomreach
Yes
Bonx
Yes
Claude for Financial Services
No
ClientDeck
Yes
Clio
No
Dashe
Yes
FoodReady
Yes
GlassJar
Yes
InvisaClaim
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5 per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PwC
Founded
1998
Country
United Kingdom
Website
www.pwc.com/us/en/products/insightsofficer.html
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
quickbooks.intuit.com/live/
Product Features
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Product Features
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
Yes
Payroll
Yes
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes