Technology Stack
Cloud-based apps that deliver results
Cloud Apps That Work Well Together
We've chosen QuickBooks Online as our general ledger. Connected it to the proven third-party apps that are listed below.
With the ability to sync data across multiple platforms, we can help you gain greater insights into your business, make informed decisions, and boost financial performance.
FintelligentOS
Proprietary internal workflow management software that ensures high-quality service delivery. Tracks tasks, procedures, throughput, deliverables, deadlines and so much more.
QuickBooks Online
We are an elite-level QuickBooks ProAdvisor and have advanced QB Online certification. We've integrated with proven 3rd party apps to provide a robust financial reporting system.
Fathom
Monthly financial reports you actually want to read. Contains financial statements, key performance indicators and other analysis to continuously improve financial performance.
Bill
End-to-end automated accounts payable. Streamline approval process. Pay how you want to pay. Digitize all your bills for instant retrieval and followup.
Klipfolio
Extend the functionality of QuickBooks Online with dashboards by Klipfolio. Get key data updates anytime you want on any device connected to the internet.
Hubdoc
Digitize vendor bills and other financial documents. Sync to QuickBooks Online for easy tracking and retrieval.
Other Software
We use other solutions to automate:
- Deferred revenue management
- QuickBooks Online backup
- Receipt management
- Video conferencing
