Technology Stack
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.
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.
1Password
Security
A password & secrets management platform we use to enforce strong credentials, shared vaults, and secure access controls so customers get enterprise-grade security.
Bill.com
AP Automation
A payments & AP automation tool that helps us reduce manual invoice processing. Used when AP approvals are required. Syncs to QuickBooks Online.
Cash Flow Tool
Forecasting
ChatGPT for Business
AI Tools
Dropbox
File Storage
Our central file storage & collaboration hub providing secure cloud storage, version control and team permissions, so all documents are accessible, backed up, and organized.
Fathom
Reporting
A reporting, forecasting, and financial analysis tool that integrates with QuickBooks Online. We use Fathom to build clean management reports, create financial plans, and measure financial performance.
FathomAI
Reporting
An AI-augmented meeting notetaker to ensure we’ve heard our customers and follow up on our commitments to you.
Flowrev
Revenue Recognition
Automates deferred revenue recognition so your books are accurate and you can better manage recurring revenue.
Hubdoc
Document Capture
A document capture & invoice-data extraction tool that pulls in receipts, bills, and bank statements automatically, syncs to QuickBooks Online.
Microsoft 365
Productivity
Our productivity backbone with email, Office apps (Word, Excel, PowerPoint), cloud storage, & security.
Notion
Knowledgebase
Notion is an all-in-one workspace that lets us capture our ideas, build knowledge bases, store policies, procedures & checklists and ensure consistency and clarity in the service we deliver to our customers.
Rewind Accountants
Backup
A backup and version-control safeguard for your QuickBooks data you can easily recover from accidental changes or data loss.
ScreenPal
Video Capture
A screen recording & video creation tool we use for tutorials, walkthroughs, and client training.
Teamwork
Project Mgmt
A project & task management platform that helps us track deadlines, assign responsibilities, view project status & keep client deliverables on time.
Transaction Pro Importer
Data Import
A data import utility that lets us bulk upload transaction / journal / invoice data into QuickBooks Online, reducing tedious manual imports and errors.
Zoom
Video Calls
Our primary video conferencing platform, enabling remote client meetings, training sessions, and team check-ins.
QuickBooks Online
General Ledger
A cloud accounting platform that automates bookkeeping, invoicing, and reporting so businesses gain real-time financial insight and control.