Name: profacto
Author: Extragroup

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Flowchart

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Enterprise Search

Streaming Analytics

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Application Virtualization

Blade Servers

Cloud Storage

Disaster Recovery

Fraud Detection

IT Professional Services

Identity Verification

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Office Migration and Repair

Packet Analyzer

Penetration Testing

Single Sign-On

Vector Databases

Virtual Data Room

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Click Fraud

Content Management

Customer Success

Digital Content Creation

Email Marketing

Enterprise Marketing Management

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

URL Shorteners

Video Editing

Web Analytics

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Revenue Operations

Sales

Interior Design

Inventory Management

Moving Software

PCB Design

Population Health Management

Public Transportation

Retail Execution

Retail Management

Vertical-Specific

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profacto is an ERP (Enterprise Resource Planning) software designed specifically for the woodworking industry, catering to carpenters, joiners, shopfitters, and exhibition builders. It offers a comprehensive solution for managing various aspects of the business, including quoting, order processing, production planning, and financial management. With a focus on small to medium-sized woodworking businesses, profacto aims to streamline workflows, enhance efficiency, and improve productivity for professionals in the carpentry, joinery, shopfitting, and exhibition building industries.

## Key Features

**CAD-ERP Integration**: profacto seamlessly integrates with interiorcad powered by Vectorworks, facilitating the smooth flow of information between the CAD and ERP systems. This integration eliminates the need for manual data transfer, ensuring accurate and up-to-date information throughout the production process. By streamlining workflows and reducing errors, this feature enhances overall operational efficiency.

**Automated Bill of Materials**: profacto automatically generates a detailed bill of materials (BOM) based on the design created in interiorcad. The BOM includes all the necessary components and materials required for the project, ensuring accurate costing and efficient procurement. Any changes made to the design are automatically reflected in the BOM, ensuring its constant accuracy.

**Quoting and Order Processing**: profacto enables users to create professional quotes and efficiently manage the entire order processing workflow. Users can easily generate quotes based on the bill of materials (BOM) and pricing information, while also tracking the status of each quote. Once a quote is accepted, it can be seamlessly converted into an order, streamlining the order processing workflow.

**Production Planning and Scheduling**: profacto provides comprehensive production planning and scheduling capabilities. Users can create detailed production plans, assign tasks to team members, and effectively track the progress of each task. The software allows for resource allocation and capacity planning, ensuring optimal utilization of resources and timely project delivery.

**Financial Management**: profacto offers robust financial management features, including invoicing, accounts receivable, and accounts payable. Users can generate accurate and professional invoices based on order information, track payments, and efficiently manage outstanding balances. The software also provides financial reporting capabilities, enabling users to analyze business performance and make informed decisions.

**Inventory Management**: profacto includes inventory management functionality, allowing users to effectively track and manage stock levels. Users can easily monitor inventory levels, create purchase orders for replenishment, and track the movement of stock. The software also supports barcode scanning and integration with external inventory management systems.

**Reporting and Analytics**: profacto provides a range of reporting and analytics tools to help users gain valuable insights into their business. Users can generate customizable reports on various aspects of the business, such as sales, inventory, and financials. By leveraging the analytics capabilities, users can analyze trends, identify opportunities for improvement, and make data-driven decisions.

**Customer Relationship Management (CRM)**: profacto includes basic CRM functionality to assist users in managing customer interactions and relationships. Users can store customer information, track communication history, and create follow-up tasks. These CRM features enable users to provide better customer service, enhance customer satisfaction, and drive repeat business.

**Document Management**: profacto offers document management capabilities, allowing users to store and organize important documents related to projects and customers. Users can easily attach documents to quotes, orders, and other relevant records, ensuring easy access to pertinent information when needed. The software also supports version control and document sharing, facilitating collaboration within the organization.

**Mobile Access**: profacto provides mobile access, enabling users to access the software and perform essential tasks while on the go. Users can conveniently use their smartphones or tablets to view quotes, check order status, manage tasks, and perform other crucial functions. The mobile access feature enhances flexibility and productivity, particularly for users who frequently work on-site or are frequently on the move.

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

Standard

Custom

Odoo

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

Acumatica

profacto

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Extragroup

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.

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

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

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.

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.

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.

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.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

profacto

Overview

What is profacto?