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AccountsPortal has become an invaluable tool for small to medium-sized companies, simplifying their administrative tasks and streamlining …
Starting at $10 per month
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What is AccountsPortal?
AccountsPortal is an online accounting software designed to cater to the needs of small businesses, contractors, freelancers, bookkeepers, and accountants. According to the vendor, this intuitive software allows users to efficiently manage their financials without requiring prior accounting knowledge....
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Basic
$10
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is AccountsPortal?
AccountsPortal is an online accounting software designed to cater to the needs of small businesses, contractors, freelancers, bookkeepers, and accountants. According to the vendor, this intuitive software allows users to efficiently manage their financials without requiring prior accounting knowledge. It is marketed as a versatile solution that can be used across various professions and industries, including IT consultants, creatives, plumbers, startups, and hospitality businesses.
Key Features
Easy Setup: According to the vendor, AccountsPortal offers an intuitive and flexible online accounting software that can be quickly and easily set up. Users can reportedly start managing their finances without the need for extensive accounting knowledge.
Free Support: The vendor states that AccountsPortal provides unlimited free access to a support team. Additionally, users have access to online help documentation to assist them. The vendor claims that their customer service is prompt and helpful.
Users and Permissions: AccountsPortal allows users to add an unlimited number of additional users at no extra charge. The vendor claims that users can set specific permissions for each user, enabling them to control access to their data.
Dashboard: According to the vendor, the dashboard in AccountsPortal provides users with a comprehensive overview of their financial position. Real-time reports are reportedly presented in an easy-to-understand format, allowing users to track their performance and monitor cash flow.
Invoices: AccountsPortal offers a feature that allows users to create professional invoices effortlessly. According to the vendor, users can use recurring invoices for regular payments and benefit from the automatic emailing feature.
Inventory & Stock: The vendor claims that AccountsPortal enables users to speed up data entry and effectively track performance across inventory, stock, and service items. Users can reportedly create price list items for easy invoicing, streamlining their business operations.
Accredited Software: According to the vendor, AccountsPortal is accredited by the ICB, the world's largest bookkeeping institute. The vendor emphasizes that their accounting system has been thoroughly tested and is considered reliable.
Taxes and VAT: AccountsPortal is marketed as a software solution that can handle various VAT scenarios, including Standard, Flat Rate, EU Digital Services, VAT MOSS, and more. The vendor claims that users can easily manage taxes and VAT while ensuring compliance with tax regulations.
Real-time Reporting: The vendor states that AccountsPortal allows users to stay up to date with their business's financial position at any time through real-time reporting. They claim that a full range of easy-to-understand reports is available to help users analyze their financial data and make informed decisions.
Accept Online Payments: According to the vendor, AccountsPortal enables users to accept online payments from their customers. The vendor claims to provide convenient and secure payment options that can help speed up payment processing and improve cash flow.
AccountsPortal Features
- Supported: Accounts Payable
- Supported: Accounts Receivable
- Supported: Bank Reconciliation
- Supported: Billing & Invoicing
- Supported: Budgeting/Forecasting
- Supported: CPA Firms
- Supported: Financial Reporting
- Supported: General Ledger
- Supported: Inventory Management
- Supported: Project Accounting
- Supported: Purchase Order Management
- Supported: Tax Management
- Supported: Approval Process Control
- Supported: Invoice Processing
- Supported: Vendor Management
- Supported: Invoice Creation
- Supported: Invoice History
- Supported: Online Invoicing
AccountsPortal Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Mac, Windows, Linux, Chromebook |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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AccountsPortal has become an invaluable tool for small to medium-sized companies, simplifying their administrative tasks and streamlining their processes. With its user-friendly interface, both accountants and users with limited accounting knowledge can navigate and utilize the software effectively. Users have combined their invoicing, accounts, and VAT returns into one system, saving time and reducing the need for managing multiple spreadsheets.
One of the key use cases of AccountsPortal is its ability to make annual accounting needs quick and easy. Users appreciate how the software keeps the books in order and reduces administrative time, allowing them to focus on other aspects of their business. The bank reconciliation and reporting features offered by AccountsPortal make it easy for users to check purchase orders and inventory, providing them with valuable insights into their financials.
Additionally, the convenience of multiple users being able to enter orders and use the software makes AccountsPortal a reliable online solution for businesses. Users highly recommend it as a helpful addition to their operations, praising its value for money and straightforwardness. Furthermore, AccountsPortal's customer support is commended for its excellence in quickly resolving any queries or difficulties that users may encounter.
In summary, AccountsPortal addresses various pain points faced by businesses by eliminating the need for manual record-keeping, simplifying accounting tasks, and breaking the monotony of repetitive tasks. Its user-friendly interface, combined with its comprehensive features, makes it an accessible solution for users of all levels.
Easy-to-use Interface: Several users have praised the interface of AccountsPortal, stating that it is easy to use and navigate. They appreciate the logical layout, which makes it simple to perform tasks quickly without any hassle.
Efficient Invoicing Features: Many reviewers have found the invoicing section of AccountsPortal to be highly functional. They appreciate the software's ability to create both one-off and recurring invoices efficiently. This feature saves them time and simplifies their invoicing process.
Valuable Reporting Capabilities: The reporting capabilities of AccountsPortal have been highlighted as valuable by a number of users. They find it helpful for generating reports such as Profit and Loss statements, allowing them to gain insights into their business finances. Additionally, they mention that these reports help them identify customers who have not settled their invoices in a timely manner.
Difficult Navigation: Several users have expressed frustration with the challenging user interface of AccountsPortal, making it difficult to navigate through the software efficiently.
Limited Mobile Features: Some users have mentioned that AccountsPortal lacks a mobile-friendly version and specific apps for on-the-go use, which can be inconvenient for those who need to access the software on their mobile devices.
Lack of Advanced Functionality: A number of users feel that AccountsPortal falls short in terms of advanced features offered by more expensive accounting packages. They have noted limitations such as the inability to upload PDF invoices and populate data from them, as well as the absence of completely live bank feeds.