Cloud Workflow

1. Concise financial reports that can be easily exported. 2. The ability to synch into our project management software for hourly billings. 3. Versatility and security with vendor management and matching transactions with completions. 4. Simple invoice management to keep track of multiple vendors and clients.

It has a whole host of features, it is integrated on my desktop, which allows some work without being connected to the internet, the help section is actually pretty robust

Relatively simple and easy to use. By not having a zillion options, we can keep our systems consistent and streamlined.

1. Very expensive for small businesses/agencies. Some of the add-ons we would like should be included in the basic subscription. 2. It would be beneficial to have an option to display multiple windows at once without having to open new tabs. 3. I've experienced glitches or difficulty when trying to navigate through past invoice histories. 4. Would be great if we had the ability to set custom prompts when setting up a new client so we could have our own unique guardrails in place for how we customize invoice templates.

It's unstable and crashes often, I'm constantly wondering where to go next as it's not very intuitive, we have to create a lot of workarounds to capture some information that is essential to our business but not included in the Sales Order template

While simplicity is key, there have been times that the inability to customize the tool to meet our specific has been frustrating. For example, adding custom contract terms required us to find a work-around.