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March 03, 2020
Utilizing it has an outsourced bookkeeping services as well as integrator of various platforms such as Gusto, Expensify, Bill.com, and QuickBooks Online.
It supports my need for advanced accounting and QuickBooks software knowledge. Typically an in-house bookkeeper has solid knowledge of either accounting or QuickBooks Online, rarely both. Add in the various other platforms being used and I highly doubt I would find an employee capable of working with all systems while maintaining accounting standards.
It supports my need for advanced accounting and QuickBooks software knowledge. Typically an in-house bookkeeper has solid knowledge of either accounting or QuickBooks Online, rarely both. Add in the various other platforms being used and I highly doubt I would find an employee capable of working with all systems while maintaining accounting standards.
- Advanced cloud based systems integration. Able to link up credit cards, banks, expense management 3rd party systems, payroll, etc.
- Flexible in crafting ways-of-working to fit your organization. Not a "one size fits all" approach. Able to tailor your specific accounting and finance solution.
- On-boarding was a bit rocky at first. Our company accounting practices needed some refinement in that they were a bit onerous. This led to some false starts as we worked with the ScaleFactor team to improve our internal processes and reduce the recurrence of custom QuickBooks accounting.
- Software works great with top to mid tier financial institutions. Though lower tier or less advanced financial institutions can be problematic in their ability to port data into ScaleFactor. Not really a ScaleFactor issue, just a call out.
September 06, 2019
Across the whole organization. They function as our out-sourced bookkeeping, tax, and Financial department. It allows us to access talented experts as a fraction of what it would cost us to bring this expertise and work output in-house.
- Delivering accurate financials quickly at the close of each month.
- Getting small business's organized and set up for success.
- Providing infrastructure and support at a fraction of the price of in-house talent.
- Need to make sure they strike a balance between automation and hands on service.
September 06, 2019
Bookkeeping, sales analysis, and CPA for the entire organization.
- Presenting data clearly with visual aids that are easy to read, modern and attractive.
- One place for all my information, instead of looking at Quickbooks, sales analysis and reports in three different places.
- Seems to be a constant turnover in my team at ScaleFactor, which means a lot of explaining what our business does and needs again and again. And that means a lot of emails, disorganization and phone calls (Taking my time).
- Chatbot doesn't seem to work well. Never answers the questions I'm in need of for a quick answer!
ScaleFactor Scorecard Summary
Feature Scorecard Summary
What is ScaleFactor?
ScaleFactor aims to change the way modern businesses operate by automating complex bookkeeping tasks and translating financial information into usable business insights. As a result, the vendor says they are enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business.
The vendor's value proposition is that ScaleFactor is the only back office provider creating a holistic business OS that allows users to manage all of their business financials in one place. Additionally the vendor says ScaleFactor's software gives users access to real-time financial information any time.
ScaleFactor Screenshots
ScaleFactor Video
It's time to tame the chaos of the back office. Manage your business' accounting, tax, and financial decisions in just a few minutes a week.
ScaleFactor Integrations
ScaleFactor Competitors
inDinero, Bench Accounting, Pilot
ScaleFactor Customer Size Distribution
| Consumers | 0% | |
| Small Businesses (1-50 employees) | 99% | |
| Mid-Size Companies (51-500 employees) | 1% | |
| Enterprises (> 500 employees) | 0% |
ScaleFactor Support Options
| Free Version | Paid Version | |
|---|---|---|
| Live Chat | ||
| Social Media | ||
| Phone | ||
ScaleFactor Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS, Android |
| Supported Languages: | English |