From Quote to Cash, All within Office
Outlook isn't just for email and calendars anymore. Now you can go from quote to cash without switching applications. Set up customer or vendors, create quotes, process orders, and submit invoices without leaving your inbox. Easily export data and create outgoing documents directly in Word and Excel.
Centralize your data from accounting, sales, purchasing, inventory, and customer interactions to get an accurate end-to-end view of your business. All data stays up to date so you can spot trends, prevent issues, and deliver great customer experiences.
Fast from the Start
Handle the most common business processes from day one, like quotes, orders, invoicing, purchasing, cash management, and reporting. It's built in the cloud, so it's easy to set up and manage.
Intelligence at Your Fingertips
Keep people informed with easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making.
Automate and Secure Business Processes
Improve productivity and get more done with easy-to-create workflows, audit trails, and enterprise-level security features that basic accounting software can't provide. Easily connect workflows across other SaaS services using Microsoft Flow.
Advanced Analytics for Deeper Insights
Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards, and to infuse big data, predictive analytics, and Internet of Things to transform data into actionable intelligence.
Contact us to get started!