Name: Secre
Author: Aplimedia

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Feature Management

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Workflow

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Change and Configuration Management

Cloud Migration

Cloud Storage

Configuration Management

Data Deduplication

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Migration

Mobile Data Security

Mobile Identity

Network Performance Monitoring

SaaS Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Aviation

Banking

Geographic Information

Insurance Agency Management

Insurance Claims Management

Physical Therapy

Vertical-Specific

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Secre is a software solution designed to efficiently control and manage projects, handle invoicing and installments, streamline document management, manage bank transactions, maintain a CRM database, provide mobile management capabilities, facilitate treasury management, and optimize purchasing and sales processes. According to the vendor, Secre caters to a wide range of professions and industries, including engineering firms, advertising agencies, IT companies, cleaning services, printing and graphic arts companies, construction companies, tradespeople, painters and decorators, landscapers and gardeners, mechanical workshops, service sector businesses, architectural studios, and engineering studios.

## Key Features

**Project Management**: According to the vendor, Secre allows users to create project structures, assign tasks, track progress and costs, and generate comprehensive project reports and analysis.

**Invoicing and Installments**: The vendor claims that Secre enables users to generate one-time or installment-based invoices, automate the invoicing process, send invoices via email from the program, create maintenance contracts with periodic installments, and track profitability per client and installment.

**Document Management**: According to the vendor, Secre allows users to easily attach documents and files to different sections of the management program, upload files directly from their mobile phones to the document management system, and access their document management files anytime, anywhere.

**Bank Control**: The vendor states that Secre helps users effectively manage collections, payments, and banks by monitoring bank balances, performing bank remittances, linking with the Cuaderno 43 for accurate bank reconciliation, and accessing filters and lists of bank transactions.

**CRM**: According to the vendor, Secre provides a powerful database to register and manage customer and supplier contacts, conduct segmented and personalized email campaigns, send SMS directly from the program, and classify and categorize customers and suppliers in a personalized manner.

**Mobile Management**: The vendor claims that Secre allows users to access the program from any mobile device, perform operations on the go using the mobile app, track costs, create purchases, and attach files to the document management system. Users can assign permissions and restrict tasks per user, and the program is compatible with various devices and operating systems.

**Treasury Management**: According to the vendor, Secre helps users efficiently manage collections, payments, and banks, perform bank remittances, control bank balances, and access filters and lists of bank transactions. The program also seamlessly links with the Cuaderno 43 for quick and accurate bank reconciliation.

**Mobile App**: The vendor states that Secre provides a mobile app that allows users to access the management program from any mobile device, perform agile and convenient operations on the go, track costs, create purchases, and attach files to the document management system.

**Purchasing and Sales Management**: According to the vendor, Secre enables users to register purchases and sales, generate various types of documents, control inventory, automate purchasing and sales movements, create invoices, quotes, delivery notes, credit notes, installments, and more. Users can also perform multiple or grouped invoicing for enhanced efficiency.

**Project Control**: The vendor claims that Secre allows users to create projects, assign tasks to their team, track project costs and progress in detail, generate project reports and analysis, and maintain control over project profitability and deviations.

**Maintenance Management**: According to the vendor, Secre helps users control and schedule customer notifications and maintenance, create maintenance contracts with periodic installments, assign notifications to technicians, track their status, track costs, and generate maintenance invoices.

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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

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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)

Aplimedia

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

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.

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.

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.

Budgeting and Forecasting

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

Secre

Overview

What is Secre?