Business Applications for Financial Services

A quote and proposal software to boost the sales order fulfillment and procurement process.

A versatile business intelligence platform for custom QuickBooks reports and dashboards

Manage the complete purchase process from order creation, delivery, to matching invoice against the original purchase order.

Import data of your prepaid cards into QuickBooks Desktop for automated finance report updates

Automate the document management and invoice processing without wasting time in manual checking.

Get a consolidated view of all the data from the application with a simple, intuitive, and responsive user interface.

Service multiple loans efficiently by this loan management software and create reports like borrower, managerial, etc.

Integrate with Lacerte tax software to automatically import data into client’s 1040 return

Automate the accounts payable digital invoice capture and approval process to improve efficiency across the organization.

Calculate and pay commissions accurately and on-time, pay flat or tiered commissions, and more with this application