Make the right decisions
Combine data from accounting, sales, purchasing, inventory, and customer interactions for an end-to-end view of your business. Visualize your financial performance in real-time with built-in Power BI dashboards.

Accelerate financial close and reporting
Streamline accounts payable and receivable and automate accounting reconciliations to accelerate financial close and accurate financial statements while ensuring compliance.

Improve forecast accuracy
Refine financial forecasts with multiple levels of data modeling and analysis. Customize reports with seamless integration with Microsoft Excel.

Optimize inventory levels
Built-in artificial intelligence predicts replenishment dates and which items to replenish. Buy only what you need with automatic inventory updates.

Avoid lost sales and out-of-stocks
Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Offer substitute products when requested items are out of stock.

Optimize profitability
Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid penalties. Eliminate unnecessary or fraudulent purchases with approval processes.

Manage from Forecast to Execution

Use sales and shortage forecasts to automatically generate production plans and vendor orders.

Achieve optimal profit levels

Calculate and optimize production capacity and resources to improve production schedules and meet customer demand.

Stay on budget

Create, manage, and track client projects with timesheets and advanced reporting and job costing capabilities.

Plan with precision

Manage resource levels with capacity and sales planning. Track customer billings against planned job costs.

Analyze project performance

Make effective decisions with real-time analysis of project status, profitability, and resource utilization metrics.

Improve the assignment of your service personnel
Respond quickly to service requests with a solution that helps you assign the right agent based on availability, location, and skills.

Improve customer satisfaction with better service management
Standardize your service delivery by tracking key performance indicators such as response time or customer service history.

Simplify service billing management
Set up pricing groups based on criteria such as service type, failure type, customer, or currency.

Increase sales productivity
Accelerate the quote-to-cash process. Quickly respond to sales inquiries, manage service requests, and process payments, all from within Outlook using built-in artificial intelligence.