Budgets are imported directly from Quickbooks.

Dashboard displays data from Quickbooks using custom formulas in a near real-time via astonishing charts and graphs.

Resulting data on the charts is compared with budgeted numbers.

Transactions are built to help bookkeepers surveying customers about specific unknown Quickbooks transactions.

The features has automated the whole process and increased the speed of categorizing transactions significantly.

Before that bookkeepers were sending an Excel Sheet file to clients with unknown transactions once a month which was a lot more time consuming and also unattractive for clients.

Tasks is a feature that bookkeepers use to set up their operations. Tasks are displayed in a list view and can be created using pre-defined Task Templates.

Additional features:

• Repeating tasks (ability to create tasks within a defined regularity).
• Smart notifications (relevant assignees are always notified about new tasks, overdue task, regular task, etc.).

Time tracking allows track time on billable tasks. The tracked hours could be displayed in a customized report.

Additional features:

• Adding time manually.
• Tracking time for administrative work.
• CSV export.

Resource allocation and reporting is a powerful feature that leverage Tasks and Time Tracking to help bookkeeping firm owners.

Features:

• Comparison of Budgeted hours with Tracked hours.
• Advanced grouping and filtering.

Messages is a main centralized place for communication between team and client’s users.

Additional features:

• Private/public messages.
• Responses via email.
• Mute/unmute chats.

Files were built via several iterations, gathering user feedback. Files are vizualized in list and grid views. There are abilities to bulk delete, download, upload and move files between folders.

Notes store client’s information with an ability to enable an additional layer of security by encrypting the note.

User Management is a feature to create and invite clients and bookkeepers to the application.