Once Accounting
Automated Data Gathering
Automatically gather a client's accounting information every day out of their Sage Business Cloud Accounts, or other ERPs your clients utilize. Client onboarding is completed with a simple click of a button, and Once will begin gathering info in real-time.
Real-Time Alerts & Notifications
By focusing on individual transactions, we are able to create alerts based on the individual characteristics of each transaction alerting CPAs to significant activities like penalties, fixed asset additions, or errors in a client's accounting records. A CPA can also make an adjustment within our workflow by simply selecting the transaction in question.
Customizable, real-time reports
Once is able to generate reports based on real-time information. Reports like balance sheets, income statements, trailing 12s, and other custom reports, are now easy to generate and deliver to clients, even on a consolidated basis, and all with drill-down detail. And because Once tracks tax adjustments as well, you can create reports with real-time taxable income.
Client-wide search and custom alerts
You can search across all clients of a firm for significant activity, and create custom alerts off those parameters. For example, you can see information like "which client received PPP funding and when" to help better track those things.
Similar Apps
CADLink
CADLink allows engineering designers to manipulate ERP engineering information without ever leaving your CAD/PDM/PLM software. QBuild has developed Sage data integration interface software that can integrate with virtually any CAD/PDM/PLM system.
CADLink
Cyclr
Cyclr enables software companies to integrate their application with Sage using our low-code integration builder. You can publish your integrations into your app for your users to self-serve.
Cyclr
Edisoft Merchant Cloud
Merchant Cloud is a SaaS multi-tenanted, browser-based EDI and e-Commerce order management system with features designed to optimize Order-to-Cash (Sales Orders, Shipments, and Invoices) processes for manufacturers and distributors.
Edisoft Merchant Cloud
Helm
Helm provides you with the numbers you need in real-time so you can make quick and confident business decisions, without spending hours creating budgets and forecasts in spreadsheets.
Helm
Joiin
Consolidated financial reporting made easy - manage your multi-entity and multi-currency group consolidations with Joiin. Create great looking custom reports and management reporting packs from your Sage financial data. ADDITIONAL KEYWORDS: Syft Analytics
Joiin
Prophix
Prophix cloud software transforms planning, reporting & forecasting manual efforts with automation. Drive strategic decisions with scenario planning and insight.
Prophix
Realisable IMan
IMan is an integration platform that seamlessly connects almost any application to your Sage system, whether in e-commerce, logistics, distribution or payment processing. <p>IMan's smart connectors include Magento, Shopify, WooCommerce, Concur, Salesforce, BigCommerce, VisualSoft, ShipHero, ShipEngine, ShipStation, Sage Pay, Opayo, PayPal, CyberSource, Amazon, cDiscount, Ebay, Jet, Lazada, Shopee, Walmart, Microsoft Office, Excel, CSV, XML, JSON and more. Ideal for industries of e-commerce, marketplace, logistics, distribution, shipping, payment processors.</p>
Realisable IMan
SPS Commerce
Leveraging MAPADOC technology, our Sage integrations offer a superior user experience than competitive offerings as the technology is fully embedded within the ERP environment, allowing customers to use their existing business process and workflows.
SPS Commerce
Syft Analytics
Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses and accountants use Syft to create, collaborate and explore beautiful financial reports. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.
Syft Analytics
nettTracker
nettTracker can save hours when making adjustments at the end of a financial period. Fixed asset processes can be fully automated, along with additional time saving tools to adjust prepayments and accruals including deferred income.
