Surf Accounts

Surf Accounts is an accounting software designed to simplify financial management for businesses. It offers a range of features including invoicing, bank reconciliation, payments, inventory management, sales pipeline tracking, and reporting. According to the vendor, Surf Accounts caters to the needs of accountants, business owners, freelancers, retailers, and service providers across various industries.

Key Features

Invoicing: According to the vendor, users can create professional invoices, customize templates, and easily send them to customers via email with PDF attachments.

VAT: The vendor states that Surf Accounts enables users to generate VAT returns with online calculation, full Irish and UK VAT reporting, and automatic VAT calculation based on transaction data and selected VAT scheme and rates.

Bank Reconciliation: Users can connect bank accounts, import transactions, and quickly reconcile large numbers of transactions using Surf Accounts, as claimed by the vendor.

Payments: According to the vendor, Surf Accounts allows users to record and manage sales opportunities, track the sales pipeline, and easily manage quotes and orders with automatic transfer to invoicing.

Mobile: According to the vendor, users can access Surf Accounts on the go with the mobile app, add meetings and contacts, raise invoices, and view and update diary appointments from anywhere.

Inventory: The vendor claims that Surf Accounts enables users to maintain a full product catalog, import product lists, easily add and select products for quotes, orders, and invoices, and efficiently track stock levels.

Quotes & Orders: Users can easily manage the sales pipeline, add, update, and track quotes and orders, and automatically transfer them to invoicing, as claimed by the vendor.

Sales Pipeline: According to the vendor, Surf Accounts helps users efficiently manage the sales pipeline, add, update, and track sales opportunities, and monitor the flow of opportunities through to invoicing.

Reporting: The vendor states that users can create customized reports, generate financial reports and dashboards, view key figures and charts, and drill down into detailed report analysis using Surf Accounts.

CRM: According to the vendor, Surf Accounts allows users to record and manage customer and prospect information, add business and personal contacts, maintain customer accounts, and manage sales activity and appointments.