Name: SortMyBooks
Price: 22 USD
Author: Aisling Software

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Functional Testing

Product Analytics

Text Editors

Version Control

Development

Student Management

Education

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Corporate Social Responsibility (CSR)

Enterprise Feedback Management

Enterprise Search

Online Notary

Enterprise

Accounting

Hedge Fund

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

Configuration Management

Converged Network Adapters (CNAs)

Data Center Cooling

Density-Optimized Servers

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Privileged Access Management

Remote Desktop

SaaS Backup

Software Components

Storage as a Service (STaaS)

System Monitoring

Unified Communications Monitoring

User Virtualization

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Data Cleansing

Digital Experience Intelligence

Email Deliverability

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Waste Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Sales Enablement

Sales

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Awards Management

Direct Secure Messaging

Loan Servicing

Vertical-Specific

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SortMyBooks is an online accounting software specifically designed for Irish businesses. According to the vendor, it offers a range of features and functionalities aimed at streamlining financial management processes. SortMyBooks is targeted at small to medium-sized businesses (SMEs) and caters to the needs of business owners, bookkeepers, accountants, and consultants across various industries.

## Key Features

**Profit & Loss, Balance Sheet, Trial Balance**: According to the vendor, SortMyBooks provides easy-to-read monthly income and expense reports, allowing users to have a clear overview of their financial performance. It also offers real-time balance sheets to understand the current worth of the business.

**Sales Invoicing**: SortMyBooks allows users to create and send sales invoices on the go. According to the vendor, it even provides the option to email invoices to customers with a payment link, potentially eliminating the need for late-night invoicing.

**Receipt Capture**: SortMyBooks simplifies the process of capturing receipts by allowing users to photograph them on their phone or forward invoices from email. According to the vendor, this feature aims to eliminate the need for paper receipts and manual data entry.

**Supports Local VAT**: SortMyBooks claims to be fully compliant with Irish VAT regulations, covering various VAT-related requirements such as VAT3 Report, Reverse Charge VAT, EU Contra VAT, Return of Trading Details, VIES, Intrastat, and Brexit Support.

**Sales Quotations**: According to the vendor, SortMyBooks provides users with the ability to create and send sales quotations to customers, potentially streamlining the sales process and improving customer communication.

**Purchase Orders**: SortMyBooks enables users to create and manage purchase orders, aiming to ensure efficient procurement and inventory management.

**Online Bank Import**: SortMyBooks allows users to import banking information from Irish banks, potentially saving time and avoiding duplication of data entry, according to the vendor.

**Stock Management**: With SortMyBooks, users can manage stock levels and inventory, aiming to ensure accurate tracking of products and efficient stock control.

**Project Costing**: SortMyBooks provides users with the ability to run project and job costing reports, according to the vendor, allowing them to analyze profitability and make informed decisions.

**RCT (Relevant Contracts Tax)**: SortMyBooks claims to support the management of relevant contracts tax for subcontractors, aiming to ensure compliance and accurate tax calculations.

Basic

Single User - Unlimited Everything

Harpoon

Customer Focus is solution that includes order management, inventory management, warehousing, CMS, E-mail marketing, CRM, and general accounting functions.  E-Commerce web stores are also included in the solution.

Standard

Ultimate

Customer Focus

SortMyBooks

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.

Aisling Software

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.

SortMyBooks

Overview

What is SortMyBooks?