Name: AccountsPortal
Price: 10 USD
Author: AccountsPortal

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Org Chart

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Cloud Storage

Component Content Management

Data Quality

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Infrastructure Monitoring

IT Service Management (ITSM)

Identity Governance and Administration

Industrial IoT

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Relational Database Management Systems

Session Border Controllers

Solid State Drives

Static Application Security Testing (SAST)

Static Code Analysis

Tower Servers

Traffic Switching

Virtual Private Network (VPN)

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Intent Data

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Multichannel Retail

Sales Gamification

Sales Intelligence

Sales

Secure Service Edge (SSE)

User and Entity Behavior Analytics (UEBA)

Security

Car Rental

Commercial Drone

Equation Editors

Insurance Agency Management

Public Sector Software

Real Estate Property Management

Trucking Software

Vertical-Specific

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### Online Accounting
Users consistently praise AccountsPortal's online accounting capabilities. They appreciate the convenience of accessing their financial data from anywhere with an internet connection. While some users find the platform easy to use and efficient for managing invoices, inventories, and other financial tasks, others have experienced occasional errors when handling large amounts of data. Despite these minor drawbacks, the general consensus is that AccountsPortal's online accounting feature is a valuable asset for small businesses, freelancers, and entrepreneurs looking for a user-friendly financial management solution.

### Invoicing and Payments
Users generally praise AccountsPortal's invoicing and payments features. The platform is commended for its ease of use in creating and sending invoices, especially for recurring invoices. Users appreciate the convenience of online accounting, allowing for access from any location without the need for software installation. Additionally, the detailed dashboard and reporting functionalities are highlighted as valuable tools for small businesses. While some users mention minor drawbacks such as the inability to customize pay period breakdowns on statements or the lack of guidance on certain features, overall, AccountsPortal's invoicing and payments capabilities receive positive feedback for their simplicity and effectiveness.

### VAT and Tax Management
Users appreciate the time-saving benefits of AccountsPortal's VAT and tax management features, noting a significant reduction in administrative tasks and streamlined processes. While some find the system simple to use and effective for invoicing and VAT purposes, others feel there is untapped potential for further utilization beyond these core functions. The integration of invoicing, accounts, and VAT returns into a single platform has been a notable improvement for many users, enhancing overall financial management efficiency.

### User Interface and Navigation
Some users find AccountsPortal's user interface to be challenging and not intuitive, leading to occasional confusion during navigation. Additionally, the absence of a dedicated app version makes accessing the platform on mobile devices cumbersome. Despite these drawbacks, others appreciate the tool for simplifying accounting processes and making them accessible to users of all skill levels. The mixed feedback suggests that while some users struggle with the interface, others find it beneficial for their accounting needs.

### Customization Options
Users appreciate the flexibility provided by AccountsPortal's customizable templates for invoicing and the ease of importing bank statements for reconciliation. However, some users have expressed a limitation in customizing pay period breakdowns on statements to align with their specific payment terms. Despite this minor drawback, the software offers a wide range of customizable features to cater to diverse user needs, coupled with a user-friendly interface that enhances its utility. The ability to configure invoice numbers, customize the UI logo, and export data easily are highlighted as key strengths by users, contributing to a positive overall experience with the customization options available in 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.

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.

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.

Basic

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

AccountsPortal

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

AccountsPortal

Overview

What is AccountsPortal?