Sales Features
Multi company with full consolidation
Multi-currency gains and losses
Hourly bank update
Automated bank matching rules
Unlimited analysis codes
Interactive drill-down dashboards
Full audit trail of correction
Feature List
Sales & Purchase Ledgers
Unlimited Bank Accounts
Automated VAT Submission
Financial reports
Robust audit trail
Designed for millions of transactions
UK & Ireland VAT
Built on Salesforce
100% Salesforce native
Shared use of Accounts, Contacts, Products & Price Books
Integrated Reports & Dashboards
Seamless Integrations
Unlimited expansion & configuration
GDPR Compliant, TRUSTe & PCI Data Security,
AES 256-Bit Encryption
Industry
Focus
Accountancy Practices & Professionals Services
Employee & Client Profitability
Integrated Time Reporting
Project Management
Resource Management
eSignatures
Client Accounts
Media & Telecoms
Campaign, Channel & Client Profitability
Resource Management
Customer Lifetime Value
Not for Profit
NPSP Integration
Stakeholder Reporting
Donors, Grants & Other Income
Fintech
Finance Cloud Integration
Trust Accounting
Client Bank Accounts
Payment Portal Integration
eSignatures
KYC Integration
Pricing
| Full License PER MONTH | Restricted License PER MONTH | Remote Support PER MONTH | Bank Feed PER MONTH | Additional Companies PER MONTH |
|---|---|---|---|---|
| £80 / USER | £20 / USER | £20 / USER | £50 / BANK ACCOUNT | £150 / COMPANY |
| Full Access | Approvals, Reports & Dashboards | Remote access for support | Automated Bank Reconciliation | Multicompany |
Conditions Apply
Implementation options
| Per Company | DIY | Supported | Complete |
|---|---|---|---|
| Price | £0 | £3,500 | £9,500 |
| Installation Company Setup | Yes | Yes | Yes |
| Tax Legislation | Yes | Yes | Yes |
| VAT Scheme | Yes | Yes | Yes |
| Configuration Workshops Customers & Suppliers Chart of Accounts In-built Analysis Codes Custom Analysis Codes Product Codes & Families Bank Accounts Financial Reports & Dashboards AppExchange | 0 - Standard - - - - - - | 2 Designed Designed Designed Designed Designed Designed Designed Installed | 5 Implemented Implemented Implemented Implemented Implemented Implemented Implemented Customised |
| Migration Opening Balances Opening Invoices & Credits Opening Bank User Setup | - - - - | Implemented Implemented Implemented Designed | Implemented Implemented Implemented Implemented |
| User Training & Support Sandbox Creation User Acceptance Testing User Training Training Videos Knowledge Base Support | - - - Yes Yes | - Planned - Yes Yes | Yes 8 Hours 8 Hours Yes Yes Live |
Discount for Multiple Companies
| 1 | 15% |
| 2-5 | 25% |
| 5-10 | 40% |
| 10+ | Price on Application |
Consulting Services
Customization
Tailored Screens
Reports & Dashboards
Invoice Layouts
New functionality
Approval Processes
Purchase Orders
Purchase Invoices
Credit Notes
Sales Invoices
Integrations
Invoicing Systems
Time Reporting
Inventory
Electronic Signatures
