Name: AlignBooks
Author: Align Info Solutions

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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### Accounting and Finance Management
Users generally praise AlignBooks for its efficient accounting and finance management capabilities. They appreciate the ease of use for basic accounting tasks and the ability to create separate login credentials for auditors. Some users find the software helpful in managing day-to-day business transactions and keeping track of financial records. However, there are some concerns about the system's limitations in handling bulk data and the need for improvements in user interface and customer support. Despite these minor drawbacks, AlignBooks seems to be a reliable tool for businesses of all sizes seeking streamlined accounting and finance management solutions.

### Invoice and Billing Management
Opinions vary on AlignBooks's invoice and billing management features. While some users praise its ability to provide comprehensive financial reports and track invoices and expenses effectively, others express frustration with issues such as difficult navigation, document preview limitations, and unreliable stamp and sign functionality. Despite these mixed reviews, AlignBooks appears to offer a range of features for managing invoices and billing, catering to different user preferences and needs.

### Expense Tracking
Users generally praise AlignBooks for its efficient handling of expenses and timely issue resolution. They appreciate the cloud-based accounting software for providing accurate and worry-free day-to-day expense tracking. While some users mention occasional difficulties in accessing all invoices and expenses, the overall consensus leans towards AlignBooks being a reliable tool for managing expenses effectively. The software's ability to offer detailed financial reports and track progress in invoices and expenses is highlighted as a significant benefit by users.

### Sales and Marketing
Users appreciate AlignBooks for its robust sales and marketing features, which enable them to track transactions, monitor sales performance, and manage invoices efficiently. The software's ability to provide detailed insights into sales and marketing activities has been a key factor in driving business growth and enhancing overall organizational efficiency. Customers value AlignBooks for its user-friendly interface and comprehensive tools that streamline sales and marketing processes, ultimately contributing to improved profitability and customer satisfaction.

### Customer Support and Service
While some users have highlighted concerns about the lack of urgency and professionalism in AlignBooks's customer support team, others have commended the platform for its timely issue resolution and user-friendly support services. It appears that there is a mixed sentiment among users regarding the effectiveness of AlignBooks's customer support and service capabilities.

AlignBooks, developed by AISPL, is a cloud-based accounting software aimed at streamlining financial management for small to medium-sized businesses. According to the vendor, AlignBooks offers a range of features to cater to the needs of accountants, bookkeepers, small business owners, retailers, and manufacturers. The software allows users to track income and expenses, manage inventory, generate financial statements, and ensure compliance with tax regulations.

**Key Features**

**User Access & Privileges**: According to the vendor, AlignBooks provides user-based rights and access management for different companies, modules, dashboards, and data. The software also offers two-factor authentication through OTP for enhanced security.

**Multi Currency**: AlignBooks allows users to conduct international transactions with user-defined or automatic conversion rates for all documents. The vendor claims that users can monitor currency gains/losses in real-time.

**Multi Location**: The software enables users to operate multiple locations within a single company. Users can access location-wise or consolidated reports and restrict user visibility to specific location data, as per the vendor.

**DashBoards & MIS (Management Information System)**: AlignBooks offers intuitive real-time dashboards and reports to provide users with a holistic view of their company's performance. According to the vendor, users can analyze data to optimize sales, inventory management, and expense control.

**Email/SMS Notifications**: AlignBooks allows users to configure custom email or SMS alerts for every transaction. The vendor claims that users can automatically send invoice details to customers through emails and SMSs.

**Approvals**: According to the vendor, AlignBooks enables users to maintain an approval hierarchy for all documents based on value. The software provides approvals with a maker & checker system, allowing users to keep a close watch on business operations even while on the go.

**Mobile & Desktop**: AlignBooks offers a mobile application that allows users to handle various business requirements on the go. Users can perform billing, purchase, inventory management, finance, and more, according to the vendor.

**Complete Accounting**: AlignBooks provides comprehensive accounting features to manage all financial transactions. Users can track income, expenses, assets, liabilities, and generate financial statements, as claimed by the vendor.

**GST & Compliance**: According to the vendor, AlignBooks ensures compliance with Goods and Services Tax (GST) regulations. The software allows users to generate GST invoices, manage GST returns, and reconcile data with GSTN.

**Advance Inventory**: AlignBooks offers advanced inventory management capabilities to track stock levels, sales, and purchases. Users can set reorder points, manage batches and serial numbers, and perform stock audits, according to the vendor.

Good value for money: Users have found AlignBooks to be a cost-effective solution for their accounting needs. Several reviewers have mentioned that the software provides a good value for its price, making it an attractive option for small to medium businesses.

Excellent cloud version: The cloud version of AlignBooks has received high praise from users. Many reviewers have appreciated how effortless, accurate, and worry-free the day-to-day business transactions and accounting become with this feature. 

Responsive support team: Users have been impressed with the responsiveness and friendliness of AlignBooks' support team. According to multiple reviews, the support team promptly resolves issues, ensuring that customers receive timely assistance when needed.

Poor Customer Support: Some users have expressed frustration with the customer support of AlignBooks, stating that they have experienced unprofessional and unskilled service. 

Complicated User Interface: Several reviewers have mentioned that the user interface of AlignBooks needs improvement as it can be complicated, especially for those who are new to accounting software. 

Frequent Software Issues: Many users have reported encountering frequent software issues with AlignBooks, such as system downtime every day after 4 pm and buffering problems.

AlignBooks has become an indispensable tool for users in various industries due to its exceptional features and capabilities. Users have found it effortless, accurate, and worry-free for their day-to-day accounting and auditing needs. The software allows for the creation of separate login credentials for auditors, enabling them to view transactions temporarily and make necessary amendments. This feature has proven to be incredibly helpful, as it ensures transparency and facilitates smooth collaboration between auditors and businesses.

One key use case that has received high praise is the software's ability to solve problems related to inventory and vendor management. With AlignBooks, users can easily track purchases and billings, automate processes, and experience overall growth. Additionally, AlignBooks has been particularly useful for GST purposes. It provides real-time data and helps maintain productivity, leading to business growth in less time.

Furthermore, AlignBooks empowers users to manage small-scale data without relying on an accountant. This improves efficiency while reducing costs. The software's improved customer support compared to previous solutions has also been commended by users. AlignBooks provides reliable solutions to accounting records and overall sales management.

Moreover, AlignBooks serves as a comprehensive billing software that relieves users of worries related to accounts, invoices, and transactions. It offers features such as bank reconciliation, customer estimates and invoices, project expenses tracking, and stock and pricing listings.

In summary, AlignBooks has proven its value through a range of use cases including day-to-day accounting and auditing needs, inventory and vendor management solutions, GST compliance support, efficient small-scale data management, improved customer support, and comprehensive billing capabilities.

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AlignBooks

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.

Align Info Solutions

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.

AlignBooks

Overview

What is AlignBooks?