SoftLedger Features
What are the features of SoftLedger?
General Ledger
- Journal Entries
- Tags / Dimensions
- Audit Trail
Other Functionality
- Multi-Entity / Consolidation
- Reconciliations
Reporting & Analytics
- Financial Statements
- Custom Reporting
- Dashboards
Platform
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
Integration
- Data Import and Export Tools
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Technology Glossary Features
View definitions of the features and discover new technology terms.
SoftLedger Categories on G2
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General Ledger
Journal Entries | Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. 20 reviewers of SoftLedger have provided feedback on this feature. | 89% (Based on 20 reviews) | |
Tags / Dimensions | As reported in 19 SoftLedger reviews. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. | 87% (Based on 19 reviews) | |
Audit Trail | Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record 19 reviewers of SoftLedger have provided feedback on this feature. | 88% (Based on 19 reviews) |
Accounts Receivable
Invoice Customization | The layout of the invoice template is fully customizable and you can add or remove fields. 17 reviewers of SoftLedger have provided feedback on this feature. | 85% (Based on 17 reviews) | |
AR Automation | Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. 13 reviewers of SoftLedger have provided feedback on this feature. | 88% (Based on 13 reviews) | |
Collections Automation | The system automates the dunning process to help drive collections 10 reviewers of SoftLedger have provided feedback on this feature. | 90% (Based on 10 reviews) |
Accounts Payable
AP Automation | Steamlines data entry by auto populating recurring or predefined vendor values This feature was mentioned in 14 SoftLedger reviews. | 87% (Based on 14 reviews) | |
Payment Processing | Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. 16 reviewers of SoftLedger have provided feedback on this feature. | 83% (Based on 16 reviews) | |
Purchase Orders | Based on 14 SoftLedger reviews. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | 83% (Based on 14 reviews) |
Other Functionality
Inventory Tracking / Ordering | Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | Not enough data | |
Inventory Pricing and Costing | Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. This feature was mentioned in 11 SoftLedger reviews. | 88% (Based on 11 reviews) | |
Inventory Reporting | See feature definition | Customizable reporting allows insight into usage of inventory and services. 10 reviewers of SoftLedger have provided feedback on this feature. | 88% (Based on 10 reviews) |
Multi-Entity / Consolidation | Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations This feature was mentioned in 19 SoftLedger reviews. | 91% (Based on 19 reviews) | |
Recognition Rules | Based on 16 SoftLedger reviews. Automates recognition of revenue and expenses by defining recognition rules. | 88% (Based on 16 reviews) | |
Reconciliations | Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. 17 reviewers of SoftLedger have provided feedback on this feature. | 84% (Based on 17 reviews) | |
Payroll | Payroll module or integration to an external payroll provider which automates the recording of payroll This feature was mentioned in 11 SoftLedger reviews. | 86% (Based on 11 reviews) | |
Time and Expense | Based on 13 SoftLedger reviews. Automated time and expense capture, tracking, approval, reimbursement and reporting | 85% (Based on 13 reviews) |
Reporting & Analytics
Financial Statements | Based on 20 SoftLedger reviews. General reporting offered covers all of the standard financial statements and meets the basic needs of the business | 90% (Based on 20 reviews) | |
Custom Reporting | Based on 18 SoftLedger reviews. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer | 84% (Based on 18 reviews) | |
Budgeting / Forecasting | As reported in 15 SoftLedger reviews. Create and revise an unlimited number of budget, plan and forecast scenarios. | 81% (Based on 15 reviews) | |
Dashboards | As reported in 17 SoftLedger reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 83% (Based on 17 reviews) | |
Custom Reporting | Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer | Not enough data | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | Not enough data | |
Integration | Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. | Not enough data |
Platform
Customization | As reported in 18 SoftLedger reviews. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 88% (Based on 18 reviews) | |
Workflow Capability | As reported in 18 SoftLedger reviews. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 84% (Based on 18 reviews) | |
User, Role, and Access Management | Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 20 SoftLedger reviews. | 86% (Based on 20 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 19 SoftLedger reviews. | 85% (Based on 19 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 20 reviewers of SoftLedger have provided feedback on this feature. | 96% (Based on 20 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
This feature was mentioned in 19 SoftLedger reviews. | 89% (Based on 19 reviews) | |
Customization | Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data |
Integration
Data Import and Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 18 SoftLedger reviews. | 94% (Based on 18 reviews) | |
Integration APIs | As reported in 15 SoftLedger reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 93% (Based on 15 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 15 reviewers of SoftLedger have provided feedback on this feature. | 82% (Based on 15 reviews) | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payment Integration | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data | |
Data Import and Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data |
Inventory Management Platform Features
Centralized Inventory Database | Manage and track all inventory records across warehouses and retail locations through a single unified database. | Not enough data | |
Inventory Level Dashboards | Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards. | Not enough data | |
Stock History Reporting | View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions. | Not enough data | |
Low Stock Notifications | Set low stock thresholds and receive automatic alerts when stock decreases to that level. | Not enough data | |
Bundles, Kits, & Variants | Automatically adjust inventory for product bundles, kit orders, and product variations within the system. | Not enough data | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. | Not enough data | |
eCommerce Integrations | Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms. | Not enough data | |
Accounting Integrations | Track inventory costs and costs of goods sold (COGS) with accounting software integrations. | Not enough data | |
Data Exporting / Importing | Transfer large volumes of inventory data records into and out of the system with built-in import / export tools. | Not enough data |
Invoice Management
Repository | Deliver a central repository of AP documents, such as POs and invoices | Not enough data |
Invoice Processing
Matching | Ability to match AP invoices to POs, contracts, or payments | Not enough data | |
Payments | Identify incomplete or late supplier payments | Not enough data | |
Workflows | Include workflows for approvals and invoice processing | Not enough data | |
Tax Compliance | Comply with local and global tax regulations for collections | Not enough data |
Analytics
Due Dates | Track invoices based on due dates to identify overdue payments | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments | Not enough data | |
Variance Analysis | Project out as the year progresses to accommodate trends that affect key business drivers. | Not enough data | |
Reports | Generate cash flow reports in order to see where money is coming in and where it's going | Not enough data | |
Forecast Comparison | Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods | Not enough data | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data | Not enough data | |
Worker performance | Allows users track worker performance over a set period of time | Not enough data | |
Error Tracking | Allows users to track any track incidents such as receiving discrepancies, incorrect shipments and inventory errors | Not enough data | |
Procurement analytics | Allows users to track and use WMS data to determine vendor costs and quality | Not enough data |
Cash Flow Management
File Exports | Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | Not enough data | |
Income and Expenses | Add one-time or recurring items to your cash flow and add line items for each payment or deposit. | Not enough data | |
Track Cash Flow | Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds. | Not enough data |
Cash Flow Forecasting
Historical Data | Cash flow forecasting is based on past transactions and historical financial or operational data | Not enough data | |
Reforecast | Ability to recreate forecasts to include new information that may impact budgets | Not enough data | |
Forecast Types | Support multiple types of forecasts such as balance sheet and cash flow forecasts | Not enough data | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) | Not enough data | |
AI | Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns | Not enough data |
Accounting
AP Automation | Streamlines data entry by auto populating recurring or predefined vendor information and invoice details | Not enough data | |
AR Automation | Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. | Not enough data | |
Audit Trail | See feature definition | Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record | Not enough data |
Budgeting / Forecasting | Create and revise an unlimited number of budget, plan and forecast scenarios. | Not enough data | |
Collections Automation | The system automates the dunning process to help drive collections | Not enough data | |
Financial Statements | General reporting offered covers all of the standard financial statements and meets the basic needs of the business | Not enough data | |
Invoice Customization | The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. | Not enough data | |
Journal Entries | Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. | Not enough data | |
Monitor Cash Positions | Ability to track cash positions across all accounts, banks, business units, and countries | Not enough data | |
Multi-Entity / Consolidation | Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations | Not enough data | |
Payment Processing | Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | Not enough data | |
Recognition Rules | Automate recognition of revenue and expenses by defining recognition templates. | Not enough data | |
Reconciliations | Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. | Not enough data | |
Tags / Dimensions | Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. | Not enough data | |
Payments Scheduling | Ability to schedule payments at predefined dates and times | Not enough data | |
Payment Batches | Payments can be processed by batch without manual intervention | Not enough data | |
Payment Settlements | Clearing of electronic payments to transfer funds from customers to suppliers | Not enough data | |
Payment Methods | Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers | Not enough data |
Back Office
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. | Not enough data | |
Asset Register | Create a list of all the assets owed by a company. | Not enough data | |
Lean Management | Include lean project management features and best practices. | Not enough data | |
Maintenance | Track maintenance operations for the products sold, such as calibration or preventive maintenance | Not enough data | |
Organization Management | Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. | Not enough data | |
Payroll | Payroll module or integration to an external payroll provider which automates the recording of payroll | Not enough data | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. | Not enough data | |
Purchase Orders | Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process | Not enough data | |
Requisition | Define requisition rules for various types of procurement. | Not enough data | |
Shift Scheduling | Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. | Not enough data | |
Sourcing | Identify and assess suppliers for different products and services. | Not enough data | |
Status | Monitor the status of multiple types of assets. | Not enough data | |
Time & Attendance Tracking | Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. | Not enough data | |
Warranty Management | Maintain information on warranties for the products delivered and for their components | Not enough data |
Front Office
ATP | Available to promise provides information on future availability of products that are either planned for production or purchased but not received. | Not enough data | |
Checkout Process | Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. | Not enough data | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included | Not enough data | |
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | Not enough data | |
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Field Service Booking | Allows clients to book jobs through the desktop page or within the app. | Not enough data | |
Field Service Dispatch | Notifies field service workers of their upcoming assignments. | Not enough data | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. | Not enough data | |
Product Catalog | See feature definition | Allows users to search, filter, sort and select items to be added to quote | Not enough data |
Promotions and Discounts | Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. | Not enough data | |
Quote & Order Management | Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. | Not enough data | |
Returns / Refunds | Functionality to allow users to process returns/refunds either via self service or contacting customer service. | Not enough data |
Logistics
Centralized Inventory Database | Manage and track all inventory records across warehouses and retail locations through a single unified database. | Not enough data | |
In Transit | Track products and raw materials shipped by suppliers, from origin to destination. | Not enough data | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. | Not enough data | |
Inventory Pricing and Costing | See feature definition | Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | Not enough data |
Inventory Reporting | Customizable reporting allows insight into usage of inventory and services. | Not enough data | |
Inventory Tracking / Ordering | Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | Not enough data | |
Picking Methods | Support multiple picking methods such as batch, wave, or zone picking. | Not enough data | |
Picking Planning | Create schedules for picking activities based on inventory availability. | Not enough data | |
Receiving | Match the products received with the corresponding purchase orders and add them to inventory. | Not enough data | |
Shipping Options | Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. | Not enough data | |
Cross Docking | Manages the transfer of products between incoming and outgoing shipments | Not enough data | |
Receiving | Provides features to automate and simplify recieving such as tracking lot numbers | Not enough data | |
Pick & Pack | Helps users pick products from multiple locations and prepare them for packing | Not enough data |
Production
BOM | Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. | Not enough data | |
Defects | Monitor product defects, identify causes and provide corrective actions to improve quality. | Not enough data | |
Identify Demand | Calculate demand by consolidating data from multiple sources. | Not enough data | |
Inspections | Define and implement workflows for inspections, including rules for escalations and notifications. | Not enough data | |
Manage Resources | Track resource availability for raw materials and production capacity. | Not enough data | |
MPS | Create and implement master production plans for multiple production lines and locations. | Not enough data | |
MRP | Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. | Not enough data | |
Production Plans | Generate production plans based on demand and resource availability. | Not enough data | |
Rework | Identify rejected products and decide either they can be repaired or discarded. | Not enough data | |
Shop Floor | Assign equipment and monitor shop floor activities during various production stages. | Not enough data | |
Waste | Track production waste such as scrap, as well as returns that cannot be repaired. | Not enough data | |
WIP | Track work in process (WIP) across multiple production lines and manufacturing locations. | Not enough data |
Cash Flow
Track Cash Flow | As reported in 14 SoftLedger reviews. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. | 82% (Based on 14 reviews) | |
Income and Expenses | Add one-time or recurring cash flow items and add line items for each payment or deposit. 16 reviewers of SoftLedger have provided feedback on this feature. | 88% (Based on 16 reviews) | |
File Exports | Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. 16 reviewers of SoftLedger have provided feedback on this feature. | 93% (Based on 16 reviews) |
Budgeting & Forecasting
Budgeting / Forecasting | Create and revise an unlimited number of budget, plan and forecast scenarios. This feature was mentioned in 15 SoftLedger reviews. | 81% (Based on 15 reviews) | |
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data 17 reviewers of SoftLedger have provided feedback on this feature. | 91% (Based on 17 reviews) | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 11 SoftLedger reviews. | 82% (Based on 11 reviews) | |
Historical Data | Based on 14 SoftLedger reviews. Forecasting is based on past transactions and historical financial or operational data | 86% (Based on 14 reviews) |
Revenue
Revenue Types | As reported in 15 SoftLedger reviews. Supports multiple types of revenues, such as recurring and transaction based | 91% (Based on 15 reviews) | |
Revenue Allocation | Based on 13 SoftLedger reviews. Allows users to allocate revenues to various business entities or departments | 90% (Based on 13 reviews) | |
Scheduling | Automatic scheduling to ensure that revenue is recognized at the proper time 13 reviewers of SoftLedger have provided feedback on this feature. | 88% (Based on 13 reviews) |
Financial Data Transfer
Data Transfer | Automates the transfer of data between an organization's ERP system and its bank | Not enough data | |
Data Exchange | Streamlines the exchange of information between internal systems | Not enough data | |
Reporting | Automatically extracts data required for cash forecasting and liquity reporting | Not enough data | |
Access | Restricts access to certain users within an organization, or provides access for third parties | Not enough data | |
Integration | Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software | Not enough data |
Warehouse Definition
Locations | Define and manage physical and virtual warehouse locations | Not enough data | |
Visualization | Provide a visual representation of all the locations in a warehouse | Not enough data | |
Warehouse Slotting | Allows users to identify the most efficient location for inventory within the warehouse based on a number of product and storage characteristics | Not enough data |
Inventory Management
Customer Portal | Provides customers with a web portal in which they can view invoices as well as batch levels and changes in inventory | Not enough data | |
Cycle Counting | Provides users with features to verify item locations and quantities | Not enough data |
Payroll
Direct Deposit | Automatically deposits paychecks into employees' bank accounts. | Not enough data | |
Check/W-2 Printing | Allows administrators to print valid paychecks and W-2 forms. | Not enough data | |
Tax Calculation | Calculates taxes due and may include resources or tools for federal and state tax compliance. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. | Not enough data |
Risk
Analysis | Reduces future risks through root cause analysis and process improvement | Not enough data | |
Identification | Reduces frequency of errors, identifies risk and improves efficiency | Not enough data |
Recovery
Reporting | Offers reporting to aid in minimizing future lost profits and process breakdown | Not enough data |
Audit
Filters | Includes a library of audit-tested filters to identify AP outliers that are outside company policy | Not enough data | |
Post Audits | Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims | Not enough data | |
Overpayments | Detects and prevents a wide range of overpayment errors | Not enough data | |
Duplicates | Detects and prevents a wide range of duplicate payments | Not enough data |
Fraud
Vendor Checks | Enables automatic checks of new vendors being set up in the system to combat potential billing schemes | Not enough data | |
Data Generation | Generates comprehensive data needed to conduct a thorough investigation | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Computation - Crypto Accounting
Automatic Calculation | Automatically tracks and calculates unrealized and realized gains and losses. | Not enough data | |
Automatic Spot Price Calculation | Performs automatic spot price calculations of the exchange rate between the cryptocurrency and the fiat currency at the time the transaction occurred. | Not enough data | |
Cost Basis & Inventory Tracking | Tracks cost basis and inventory using various calculation methods, including FIFO, HIFO, WAC, and ACB. | Not enough data |
Transaction Tracking and Categorization - Crypto Accounting
Automatic Transaction Tracking | Automatically tracks crypto transactions by retrieving transaction history from blockchains, wallets, custody, and exchange accounts. | Not enough data | |
Search & Filtering | Searches and filters transaction history details, including transaction hash, timeframe, and token symbol. | Not enough data | |
Rules-Based Categorization | Categorizes transactions based on predefined rules for efficient organization and analysis of financial data. | Not enough data |
Data Integration - Crypto Accounting
Integration | Integrates and syncs data from blockchains, wallets, exchanges, and custodies. | Not enough data | |
Data Import | Imports crypto finance data from any source | Not enough data | |
Existing Stack Integration | Synchornizes crypto data with existing accounting or ERP solution | Not enough data |
Reporting and Visualization - Crypto Accounting
Report Generation | Generates consolidated reports in fiat or crypto. Generates asset-roll forward, historical balances, and transaction history reports. | Not enough data | |
Real-Time Dashboards | Generates real-time dashboards, including cash flow and historical wallet balances. | Not enough data | |
Report Export | Exports reports in multiple formats, including as JSON, CSV, Excel, and PDF. | Not enough data | |
Collaboration | Shares dashboards and reports with internal stakeholders, auditors, or investors and grants them access to relevant accounting and bookkeeping data. | Not enough data |
AI
Data Extraction | Uses AI to automatically input data from receipts, invoices, and other documents | Not enough data | |
Invoice Processing | Uses AI to generates, send, and track invoices | Not enough data | |
Expense Management | Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns | Not enough data | |
Fraud Detection | Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time | Not enough data | |
Tax Compliance | Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns | Not enough data | |
Support Chatbots | Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports | Not enough data | |
Bank Reconciliations | Uses AI to match transactions recorded in the accounting system with those in bank statements | Not enough data | |
Report Generation | Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business | Not enough data | |
Customizable Alerts | Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances | Not enough data | |
Predictive Analytics | Uses AI to analyze data to identify trends and make predictions | Not enough data |
Mobile Applications - Accounting
Cloud Integration | Enables synchronization of accounting data across devices in real-time | Not enough data | |
Notifications | Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines | Not enough data | |
UI | Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables | Not enough data | |
Offline | Allows users to view and update certain data without an internet connection | Not enough data | |
Expense Tracking | Allows users to capture and upload expense receipts directly from mobile devices | Not enough data | |
Invoice Management | Enables creation, editing, and sending of invoices | Not enough data |
