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Smart Account

Smart Account

Overview

What is Smart Account?

Smart Account is a software solution designed to assist businesses with their accounting needs. According to the vendor, it offers a range of features and functionalities to effectively manage financial transactions, track expenses and income, generate financial statements, and streamline the overall...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Smart Account?

Smart Account is a software solution designed to assist businesses with their accounting needs. According to the vendor, it offers a range of features and functionalities to effectively manage financial transactions, track expenses and income, generate financial statements, and streamline the overall accounting process. Smart Account is intended for small to medium-sized businesses and caters to various professionals and industries, including accountants, bookkeepers, small business owners, financial managers, retailers, and service-based businesses.

Key Features

Financial Transaction Management: Smart Account enables users to record and manage financial transactions, including sales, purchases, and expenses. Users can track and categorize transactions for accurate financial reporting, as claimed by the vendor.

Expense and Income Tracking: Smart Account provides users with efficient tracking of business expenses and income. The software offers a user-friendly interface to input and categorize expenses and income sources, allowing users to monitor their financial health, according to the vendor.

Financial Statement Generation: Smart Account allows users to generate essential financial statements such as balance sheets, income statements, and cash flow statements. Users can easily access these statements to analyze their business's financial performance, as stated by the vendor.

Streamlined Accounting Process: Smart Account streamlines the accounting process by automating tasks such as bank reconciliation, invoicing, and bill payment. This is said to reduce manual errors and save time for users, according to the vendor.

Inventory Management: Smart Account includes inventory management features that enable users to track and manage inventory levels. Users can monitor stock levels, receive alerts for low inventory, and generate reports to analyze inventory performance, as claimed by the vendor.

Reporting and Analytics: Smart Account provides robust reporting and analytics capabilities. Users can generate various reports, such as profit and loss statements, sales reports, and expense reports, to gain insights into their business's financial performance, according to the vendor.

Tax Management: Smart Account assists users in managing tax obligations by offering features such as tax calculation, tax form generation, and tax payment tracking. Users can ensure compliance with tax regulations and simplify the tax filing process, as per the vendor's claims.

User Permissions and Security: Smart Account offers user permissions and security features to control access to sensitive financial data. Users can assign different levels of access to ensure data privacy and security within their organization, according to the vendor.

Integration with Other Systems: Smart Account seamlessly integrates with other systems such as payment gateways, CRM software, and e-commerce platforms. This allows for efficient data transfer and enhances the overall efficiency of business operations, as stated by the vendor.

Mobile Accessibility: Smart Account provides mobile accessibility, allowing users to access and manage their accounting data on-the-go. This feature enables users to stay connected and make informed financial decisions anytime, anywhere, according to the vendor.

Smart Account Features

  • Supported: Accounts Payable
  • Supported: Accounts Receivable
  • Supported: Bank Reconciliation
  • Supported: Billing & Invoicing
  • Supported: Budgeting/Forecasting
  • Supported: Financial Reporting
  • Supported: General Ledger
  • Supported: Inventory Management
  • Supported: Multi-Currency
  • Supported: Project Accounting
  • Supported: Purchase Order Management

Smart Account Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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