Name: Analysis & Information
Author: Analysis & Information Services, Inc.

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Content Management

Payment Facilitation

Visitor Management

Enterprise

Accounting

CTRM

Travel Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Server

Cloud Storage

Container Security

Data Center Backup

Data Preparation

Embedded Database

Enterprise Service Bus

Fraud Detection

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Message Oriented Middleware

Mobile Data Security

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Storage as a Service (STaaS)

Value-Added Resellers (VARs)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Attribution

Marketing Automation

Mobile Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales Training

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Virtualization Security

Security

Aviation

Fleet Management

Hospital Management

Intelligent Document Processing

Online Ordering

Online Voting

Practice Management

Veterinary

eDiscovery

Vertical-Specific

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Analysis & Information offers a range of software solutions designed to optimize business processes, improve efficiency, and enhance profitability for companies in various industries. The product is specifically tailored for wholesale distributors, custom ERP manufacturing companies, professional services companies, business analysts, and accountants. According to the vendor, these solutions aim to meet the needs of different professions and industries. 

## Key Features

**AccountMate Integration**: According to the vendor, the product provides integration with AccountMate to synchronize order shipments, update product information, and send shipment confirmations to customers across shopping platforms.

**AIS eCommerce for AccountMate**: The vendor states that the product allows integration with popular shopping platforms like Shopify, Adobe Commerce, WooCommerce, and more. It offers split-run tests to optimize pricing, product photos, and information. The vendor also claims that online pricing can be automatically adjusted based on inventory levels.

**SwiftCount for AccountMate**: The vendor claims that this feature streamlines inventory management with real-time data updates, accurate physical inventory counts, and instant verification of received items. It also provides mobile device compatibility for barcode scanning and inventory movement tracking.

**JobCost Accounting Software**: The vendor states that this feature enables tracking of job information, estimation of job costs, and analysis of estimated versus actual costs. It allows for the creation of change orders, integration with authorized signature documents, and real-time visibility into job profitability and billing status.

**Consulting & Design Services**: According to the vendor, this feature offers workflow analysis and optimization, technology impact assessments, custom programming and system design, as well as expertise in CRM, ERP, MRP customization and development, EDI and eCommerce integration, and legacy system development. The vendor also mentions a UAT process for user acceptance testing.

**Flexible Accounting System**: The vendor claims that the product provides a consistent operations protocol, increased efficiency, and automation to boost profitability. It also offers access to the source code for enhanced security and control over software customization.

**Project Management**: According to the vendor, this feature allows users to access project status, key dates, earned revenue, and billed-to-date amounts. It also enables tracking of sub-contractor and employee time, with the option to post actual costs to client projects.

**Document Management**: The vendor states that this feature allows for the documentation of various project-related information such as time stamps, screen shots, warranty info, and work notes. It also supports the recording of serial numbers, photos, and follow-up actions.

**Job Costing and Estimates**: According to the vendor, this feature simplifies job costing by cloning previous project estimates and issuing change orders. It allows for the comparison of actual costs to estimates and enables the definition of custom cost codes for accurate tracking.

**Inventory Management**: The vendor claims that this feature integrates inventory management with time billing for seamless invoicing. It enables reselling of items and provides a single system for managing inventory and time billing.

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Harpoon

Analysis & Information

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.

Analysis & Information Services, Inc.

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.

Analysis & Information

Overview

What is Analysis & Information?