Alegra

Alegra is a cloud-based management and billing system designed for small and medium enterprises (SMEs), according to the vendor. It offers a range of features to assist businesses in streamlining their invoicing, accounting, and overall management processes. Alegra caters to various professions and industries, including freelancers, service businesses, consulting businesses, stores, and accountants.

Key Features

Quick and easy invoicing: The vendor claims that users can generate sales invoices and quotes with just one click. Invoices can be created, sent, and printed from anywhere, and the system supports generating them in English while using a Spanish interface.

Automated accounting: The vendor states that Alegra can generate accounting entries automatically, saving time and effort. Users can access accounting, administrative, and sales reports remotely. The chart of accounts can be customized according to International Standards, and monthly reports on the business's status are provided.

Take control of your business: Users can reportedly monitor product inventory in real-time, keeping track of entry and exit. The system allows for stock to be updated and organized across multiple warehouses. Expenses can be instantly monitored and payments registered, with periodic expense tracking available.

Management: According to the vendor, Alegra provides the flexibility to manage the business from anywhere. The software includes a Point of Sale system for fast and easy invoicing, as well as the ability to create a virtual store with a few clicks. Alegra can also be connected with various applications for automated scheduled tasks.

Invoicing Features: Users can create invoices, send them as drafts, print them, or send them by email. The system supports generating automatic recurring invoices to save time. Invoice appearance can be customized using available templates, and invoices and quotes can be accessed conveniently on the mobile app.

Expenses Tracking Features: The vendor claims that Alegra allows for instant recording of payments and expenses, keeping financial records up to date. Scheduled payments can be automatically recorded for streamlined accounting processes. Attachments such as invoices and quotes can be added to payment receipts, and supplier invoices can be recorded and accounts payable tracked.

Contact Management Features: Alegra reportedly provides a comprehensive database for maintaining client and supplier information. Users can track clients' invoice history, balances, and payments for better customer management. The system also offers unified accounts payable records and the ability to attach files such as business cards and quotes to each contact.

Financial Reporting Features: According to the vendor, Alegra offers smart reports for analyzing business performance and gaining valuable insights. Users receive monthly reports on financial performance to aid in decision-making. System reports can be exported to Excel for further analysis, and accounting information can be organized and exported for sharing with accountants.

Banks Management Features: Users can manage bank accounts, credit cards, and cash within the system. Alegra allows for the reconciliation of bank statements with recorded transactions, ensuring accurate financial records. Accounting categories can be customized to suit business needs, and banks and categories can be managed efficiently.

Inventory Management Features: Alegra reportedly provides real-time tracking of inventory status, enabling efficient stock management. Users can record inventory purchases and control movements, ensuring accurate inventory management. Multiple price lists can be set up for products to cater to different customer segments, and multiple warehouses can be created and managed.