Name: TB Works
Author: TB Works Software

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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TB Works is a business management software solution designed to streamline and automate various aspects of business operations. According to the vendor, it caters specifically to small to mid-sized businesses in professional services, creative agencies, IT services, construction and contracting, as well as freelancers and independent professionals.

## Key Features

**Project Management**: Users can efficiently create and manage projects, including detailed task lists, deadlines, and milestones. They can assign tasks to team members, monitor progress, and establish task priorities and dependencies.

**Time Tracking**: The software enables users to accurately track time spent on different projects and tasks. They can choose between timers or manual entry to record time logs and categorize entries by project, task, or client. Time reports can be generated for billing, payroll, or project analysis purposes.

**Invoicing**: With customizable templates, users can create professional invoices that incorporate billable hours, expenses, and project details. Recurring invoices can be set up for regular clients, and users can easily track invoice status, send reminders, and record payments.

**Expense Tracking**: Users can conveniently capture and categorize project or client-related expenses. The software allows for attaching receipts and supporting documents to expense records, tracking reimbursable and non-reimbursable expenses separately, and generating expense reports for reimbursement or tax purposes.

**Team Collaboration**: The software facilitates effective team collaboration by enabling users to create and manage teams, assign roles and permissions, and share project updates, files, and documents. Collaboration is further enhanced through task and project discussions, comments, and the use of shared calendars and scheduling tools.

**Client Management**: Users can efficiently store and manage client contact information and communication history. The software provides a centralized location to track client projects, invoices, and payments. Customizable billing rates and discounts can be set up for individual clients, and client reports can be generated to analyze profitability and client performance.

**Document Management**: The software offers a robust document management system for organizing project, client, and team-related documents. Users can securely share documents with team members or clients, set access permissions, and track document versions and revisions.

**Reporting and Analytics**: Users can generate a variety of reports, including project progress, time tracking, invoicing, and financial reports. These reports provide valuable insights for identifying trends, improving efficiency, and making informed business decisions. Customization options allow for filtering, charting, and graphing of reports, with the ability to export them in various formats (PDF, Excel, CSV) for further analysis.

**Integration and Customization**: The software seamlessly integrates with popular third-party tools such as accounting software, collaboration platforms, and communication tools. Users can customize the software to align with their specific business needs and workflows. Automated workflows and triggers can be set up using APIs or Zapier, and the user interface can be personalized with branding and color schemes.

**Mobile Access**: Users can conveniently access the software and manage tasks on the go through mobile apps. The mobile app allows for time tracking, project status updates, and team communication. Users can also capture and attach photos, receipts, and files directly from the mobile app, with real-time data synchronization across devices.

All In One

Deskera ERP

Small

Medium

Large

Synder

TB Works

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.

TB Works 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.

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.

TB Works

Overview

What is TB Works?