Name: Surf Accounts
Author: Surf Accounts

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Mind Mapping

Push Notifications

Development

Business Intelligence (BI)

Calendar

Collaboration

Org Chart

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Business Rules Management

Cloud Storage

Cybersecurity Consulting

Data Center Infrastructure Management

Data Observability

Deception Technology

Desktop Management

Desktop Outsourcing

Electronic Data Interchange (EDI)

File Sync and Share

Fraud Detection

Hyper-Converged Infrastructure

Identity Management

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secure Access Control

Single Sign-On

Static Code Analysis

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Content Creation

Direct Mail Automation

Email Marketing

Event Management

Graphics

IP Geolocation

Influencer Marketing

Intent Data

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Usability Testing

Video Streaming

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

eCommerce

Sales

Agriculture

Equation Editors

Healthcare Learning Management

Homeowner's Association (HOA) Management

Smart Cities

Vertical-Specific

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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.

Forever Free

Solo

InvoiceBerry

Single User - Unlimited Everything

Harpoon

Surf Accounts

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

Accounting software automates and streamlines financial management, from core functions like accounts payable and receivable to complex tasks like ledger management and reporting. They are aimed at enhancing accuracy, providing real-time financial insights, and ensuring compliance. Advanced systems integrate with other business tools, supporting everything from expense tracking to payroll. Explore user reviews and comparisons to find the best accounting software for your business.

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.

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.

Surf Accounts

Overview

What is Surf Accounts?