Newest Neighbors in the App Neighborhood - Nov. 2018

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We here at Insightful Accountant are betting that you don’t have time to keep up with the proliferation of Apps hitting the marketplace. That’s why we do our best to bring you up-to-date on the ‘newest neighbors in the App neighborhood.' These are not App reviews or endorsements, they're not even 'App First Looks.' These articles simply provide a few short paragraphs telling you about a new App along with a screen shot (or two), and giving you links for more information from the App-developer, or giving you a direct path to the Apps listing on the Intuit QuickBooks App Center in case you want to sign-up or try it out. So let's meet our new App Neighbors for this month.

Beanworks

Beanworks is an AP automation solution, with software designed to make your accounts payable simple and delightful. Beanworks eliminates data entry, provides configurable workflows that fit your needs, and brings your team together online in managing the AP process.

Beanworks features online approvals and instant invoice submission through mobile or desktop devices. If you use Purchase Orders, Beanworks has you covered with easily real-time reporting on invoices as they progress from purchase orders, through coding, to approvals, and finally to payment. You will easily approve and pay invoices for one or more companies from your Beanworks solution.

Beanworks not only provides accounts payable automation but creates a seamless connection with QuickBooks to streamline your AP workflow. In fact, it’s even able to connect to multiple QuickBooks companies. And, Beanworks not only connects to QBO, but also offers integration with QuickBooks Desktop versions. For more information see the Beanworks landing page at the Intuit QuickBooks Apps Center.

Greenback

Looking for a better way to retrieve your transactions? Then say hello to Greenback! It captures and automates original, itemized receipts, preventing manual data entry. Track spending in real time where your business shops the most by automatically fetching itemized receipts directly from top merchants and platforms.

Skip the photos, scanning, typing, and OCR. With Greenback you will connect directly to Amazon, Best Buy, Delta, eBay, Etsy, Home Depot, Lowes, Lyft, Menards, NewEgg, Office Depot, Staples, Uber, Walmart, and more.

Bank and credit card feeds only give you partial views of your transactions, with Greenback you will get actual itemized transactions that make reconcile easier. In fact, it's the only App that fetches fully itemized sales and expense receipts directly from top stores and channels.

When you need it, Greenback lets you aggregate your transaction feeds so you get totals that make sense. Their settings support a vast number of QuickBooks configurations and workflows so that the Greenback platform conforms to your accounting rather than forcing you to conform your accounting to the platform. Then, it effortlessly syncs your itemized sales and expenses with QuickBooks. With Greenback you will have less work, better insights and more revenue. For more information see the Greenback landing page at the Intuit QuickBooks Apps Center.

myadvisor.ai

myadvisor.ai enables you as an accountant, bookkeeper, business consultant or ProAdvisor to have insightful advisory conversations with your clients by instantly generating AI powered reports which magically convert connected QuickBooks Online data into natural language (aka: words) written with the expertise of a human.

myadvisor seamlessly integrates with your, or your client's QuickBooks Online files and then transforms the accounting data within each file into actionable management reports so you can have insightful advisory conversations with your clients.

Because myadvisor identifies anomalies, drivers and trends in sales, expenses, cash flow, and accounts receivable data you will not only look like a 'super intelligence' (with the help of myadvisors' artificial intelligence) but become the trusted business advisor you have been striving for. For more information see the myadvisor.ai landing page at the Intuit QuickBooks Apps Center.

PayPie

PayPie gives you the vital information you need to grow your business and manage your cash flow more effectively. Take control of your business’ financial health with performance-driven data. PayPie risk scoring tools and insightful analytics give you the details needed to make informed decisions.

Your PayPie risk score, calculated from your QuickBooks Online data, provides you with a measure of your financial strength and shows you how others view your business.

PayPie can help improve your business’ finances for better financing opportunities and provide affordable funds to help you bridge the gap whenever you find yourself short of funds. With PayPie you will be able to revamp the way financing institutions see your business making you look better in the eyes of your lenders. For more information see the PayPie landing page at the Intuit QuickBooks Apps Center.

SyncQ

SyncQ provides instant sync between Salesforce and QuickBooks. SyncQ is easy to use, it's designed to be configured by business owners, accountants, or QuickBooks ProAdvisors. It provides an easy to use drop down interface for quick mapping of any/all Salesforce objects to QuickBooks.

For slightly more complex implementations, SyncQ supports Salesforce custom objects, related list and parent lookup along with both-way sync. It also permits lookup of QuickBooks references and provides sync with multiple QuickBooks Companies.

SyncQ is robust providing multi-line items in Estimates, Invoices and other QuickBooks transactions. Supports Sales and VAT taxes, discounts on invoices, payments and even auto adjustments against Estimates.

SyncQ is hightly secure, there's no routing via a third-party server. And, unlike may other sync apps, SyncQ sits within Salesforce so that data transfers are directly communicated each way with QuickBooks Online. Full app security compliance insures no sharing or saving of passwords between applications. For more information see the SyncQ landing page at the Intuit QuickBooks Apps Center.