Name: Alegra
Author: Alegra

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Development

Business Intelligence (BI)

Collaboration

Diagramming

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Data Privacy Management

Database Load Balancing

Ethernet Switches

File Sync and Share

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Log Management

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

NoSQL Databases

Packet Analyzer

Password Management System

Remote Support

SOA Governance

Single Sign-On

Smart Contracts

Solid State Drives

Threat Hunting

Threat Intelligence

Virtual Private Cloud (VPC)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Customer Success

Digital Content Creation

Digital Signage

Email Marketing

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales

Construction Management

Equipment Rental

Homeowner's Association (HOA) Management

InsurTech

Insurance Suites

Investment Portfolio Management

Tax Practice Management

Vertical-Specific

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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.

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Alegra

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.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Alegra

Overview

What is Alegra?