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Average Ratings 0 Ratings

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features
design
support

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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

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Clio Yes 
Gusto Yes 
QuickBooks Online Yes 
Actionstep No 
ActiveCollab No 
Betachon Freight Auditing No 
Bill4Time No 
ChannelGrabber Ltd No 
Descartes Finale Inventory No 
GoSimpleTax No 
HireHop No 
Mailchimp No 
PrintCommerce No 
ProConnect Tax No 
Salesmate No 
Satago No 
Smily No 
Teampay No 
Workforce.com No 
inFlow Inventory No 

Integrations

Clio Yes 
Gusto Yes 
QuickBooks Online Yes 
Actionstep Yes 
ActiveCollab Yes 
Betachon Freight Auditing Yes 
Bill4Time Yes 
ChannelGrabber Ltd Yes 
Descartes Finale Inventory Yes 
GoSimpleTax Yes 
HireHop Yes 
Mailchimp Yes 
PrintCommerce Yes 
ProConnect Tax Yes 
Salesmate Yes 
Satago Yes 
Smily Yes 
Teampay Yes 
Workforce.com Yes 
inFlow Inventory Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$100 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 No 
iPad App No 
Android App No 
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 No 
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 No 
Live Training (Online) No 
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/online/advanced/

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

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
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 

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 

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management No 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

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