QuickBooks Connect is being held November 5 - 7, 2018 at the San Jose (California) Convention Center. Leading up to QuickBooks Connect our coverage will include a preview of featured exhibitors.
QuickBooks Connect – Demo Wall Exhibitors (cont.)
This is our final actual exhibitor preview although we will have a part 12 of this series that lists the various vendors in alphabetical order and gives their classification (for example: A/P automation, Financial Services, Data Utilities, etc.). We will also give you a reverse lookup in the same article listing all exhibitors by their classification.
But, in this article we will look at the last of the participating exhibitors appearing at the 'Demo Wall' of this year's event.
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. Use Purchase Orders, no problem, Beanworks has that covered. 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.
If you are looking for an AP alternative, then stop by the Beanworks ‘Demo Wall’ at QuickBooks Connect to see how you can ‘bridge the gap’ in your QuickBooks workflow.
Collbox
CollBox integrates with QuickBooks Online to help bring better visibility to your delinquent accounts receivable. It then simplifies the task of collecting on past due invoices.
Getting paid what you’re owed can be a painful, time-consuming, and inefficient process. The CollBox platform automates the collection process by connecting to your existing cloud accounting software, identifying delinquent accounts, and instantly pairing that debt with the best collection agency. With just 3 clicks you will send the paired data to the ideal collection agency at a competitive rate so that you can get paid instead of writing off a bad-debt.
If you are an accountant, bookkeeper, business consultant or QuickBooks ProAdvisor, then CollBox is an effortless way for you to provide debt collection services for your clients struggling with past-due A/R. You won’t even have to pick-up the phone to make collections. To learn more about how you can become your client’s debt recovery super hero stop by the CollBox ‘Demo Wall’ while attending QuickBooks Connect.
DataQlick
DataQlick is the software for integrated inventory and order management between eCommerce and QuickBooks. Whether you use Ebay, Amazon, Shopify or any number of other eCommerce platforms, DataQlick provides a solution to record your sales how you want them recorded, as well as manage your related inventory and purchasing transactions.
DataQlick provides robust features that save time and money by automating your eCommerce related bookkeeping and reducing manual data entry. By properly recording not only your sales, inventory and purchasing transactions, but your shipping, discounts and sales taxes as well, DataQlick will put your mind at ease because you will know that your eCommerce accounting is up-to-date and accurate.
DataQlick even offers advanced inventory features that work with QuickBooks like assemblies, bundles, kits, bills-of-material, and work orders. Purchase order functionality including partial receiving and advanced-payments will streamline your business with features that QuickBooks simply doesn’t provide.
So, if you have been looking for a solution that will give you automated integration empowering you to get back into control of your online business then stop by the DataQlick ‘Demo Wall’ at QuickBooks Connect.
Float
Float is forecasting software for business owners, finance departments and business advisors. It integrates seamlessly with QuickBooks Online to give users an up-to-date cash flow tool. With Float you will accurately project cash available next week, next month and next year!
Float builds a cash flow forecast you can trust, automatically updates from QBO to help you track your progress toward your targets. You will easily create ‘scenarios’ to model both your short- and long-term cash flow.
Float reporting not only documents your ‘never go out of date’ forecast, but makes visualizing your cash future easy and fast. So, if you have been spending hours trying to forecast your cash flow using a spreadsheet, just stop by the Float ‘Demo Wall’ at QuickBooks Connect to see how this intuitive tool can provide you with the trustworthy forecast you’ve been needing.
And if you are an accountant, bookkeeper, business consultant or QuickBooks ProAdvisor, be sure to visit with Float about joining their comprehensive partner program to help you get your clients up and running with free training, generous discounts, and a 'free-forever' Float subscription for you and your practice.
inSitu Sales
inSitu Sales is an all-in-one mobile solution for field sales, consumer products distribution and B2B e-commerce. And, because inSitu provides seamless integration with QuickBooks, your sales team and QuickBooks will always be ‘in-sync.’
The inSitu App offers mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog, GPS sales route creation and tracking. Mobile payment options include processing via Stripe or Authorize.NET.
The inSitu B2B portal is a branded buyer access website allowing your customers to place orders online 24/7 and pay their invoices or view their statements. You can easily add the portal to your existing website so that new customers can easily enroll for transaction processing.
inSitu’s Admin portal allows you to monitor sales and distribution with beautiful visualizations and analytics in real-time. inSitut’s administration allows you to restrict feature access by different functions or data sets. For example, limit a specific user to only ‘assigned customers’ rather than the entire customer list, or limit sales access to ‘specific items’ rather than the entire product list.
If you have been looking for an all-in-one solution to support mobile sales, eCommerce and more, then check out the inSitu Sales ‘Demo Wall’ at QuickBooks Connect.
LeanLaw
LeanLaw is specialized time-tracking, invoicing and billing designed for small law firms and solo attorney practices. Small firms don't need bloated legal software, LeanLaw is designed to simplify a small law practice while giving the practitioner sophisticated tools they would only find in higher priced legal software.
With LeanLaw you will capture your case related time and billing information and generate draft invoices that you can review prior finalization. You control the invoice formatting so that your clients receive a bill that reflects how you want your firm to be seen in their eyes. And, LeanLaw was designed with QuickBooks integration in mind, this means you will easily configure how your legal services are mapped to your QuickBooks items or accounts.
IOLTA and regulatory compliance is assured because LeanLaw's trust account integration is seamless so that your trust funds are always accurate and properly reportable. Invoice balances, trust accounts and overdue payment information is always up-to-date and readily available from your LeanLaw dashboard.
If you are a small law firm looking for legal software designed to work with the QuickBooks you already use, or you are an accountant, bookkeeper or ProAdvisor supporting law firms that need more than QuickBooks alone, stop by the LeanLaw 'Demo Wall' at QuickBooks Connect to find out what makes LeanLaw so unique.
Little Green Light
Little Green Light is a flexible cloud-based Donor Management software designed to transform your work. Its fundraising and donor management features help to simply your fundraising tasks and grow your donor relationships.
Little Green Light understands what it means to you to be raising funds for causes close to your heart. They know you can't afford to waste time and energy on complicated or messy spreadsheets or applications that were designed for something other than donor-centered organizations. Little Green Light provides an easy to use, yet powerful system that is affordable and cloud-based which will integrate with the other tools you already use.
Little Green Light's integration with QuickBooks Online allows you to create sales receipts in QuickBooks without re-entering any data. You map the Product/Service and Class fields in QuickBooks, and match or create QuickBooks customers from Little Green Light. The 2-way sync pulls back Deposit information for each transaction, once you’ve connected it to QuickBooks.
So, while you are attending QuickBooks Connect be sure to stop by the Little Green Light 'Demo Wall' to find out how easily they can help keep your team in sync and your fundraising on track.
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.
Make certain to stop by the myadvisor.ai 'Demo Wall' at QuickBooks Connect to let them show you how their artificial intelligence can turn raw QuickBooks numbers into easy-to-understand natural language summaries that explain the most relevant information related to your client's finances.
Seqnc
Seqnc is cloud financial modeling and SaaS metrics software designed to build a fully custom model online. It's the easiest way to forecast financials and SaaS metrics to raise capital and manage your business.
No matter what modeling task you need to complete, it's easy with Seqnc. You can forecast financials, estimate capital requirements, understand SaaS metrics, analyze the impact of key assumptions, track your actual to plan and much more with Seqnc.
Seqnc recognizes that every business is unique so it doesn't take the typical one-size-fits-all approach. You will easily configure a customized model without scripts or coding, and build a model from scratch or import an easily adaptable template that can be conformed to your exact requirements. No matter what your business, or business circumstances, Seqnc can help.
Stop by the Seqnc 'Demo Wall' at QuickBooks Connect to see how easy it is to (1) define your business, (2) generate a custom template, and (3) calculate your financial and non-financial metrics. It's just that simple.
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.
If you need to enhance your (broken, slow, non-existent or incomplete) linkage between Salesforce and QuickBooks then make certain to get 'in sync' with SyncQ at their 'Demo Wall' during QuickBooks Connect.
Even now it's not too late to register for the conference at the official QuickBooks Connect 2018 Registration webpage. For information regarding travel, location details including parking, and nearby hotels, see the official QuickBooks Connect Travel webpage.