Apps Apps Apps - March 2021
Adding the right applications to your business can streamline operations, create efficient processes and save you time and money. But where to start? There are 1,000’s of applications out there, many solving the same or similar issues. Each month, we research, trial, and review dozens of applications; constantly searching for the ideal solutions for our clients. We have an internal rule that any application we recommend must solve at least three problems.
Each month, members of the MATAX team pick their favorite of the month. Here are the selections for March 2021.
Cheng’s Pick:
Airbase is a spend management software platform offering bill pay, corporate cards, & reimbursements (in beta).
Gives businesses the ability to issue both physical and virtual corporate cards and to set controls and limits on each card.
Simple set up of vendor-specific virtual cards as well as easy cancellation process if card becomes compromised.
Allows businesses to set up approvals and policies for teams to follow.
Has receipt matching capabilities, accounting automation, and real-time reporting.
Ability to email, upload, or use app to submit receipts.
Integrates with Xero & QuickBooks and more robust applications based on tier.
Has a cashback program available on all card purchases.
Has an amortization function available to automate the creation of journals for prepaid expense accruals.
Experience with onboarding specialist has been positive and informative.
Pricing tiers: Base (free w/ limits), Growth, and Enterprise based on the amount of spend and bill payment transactions each month and level of support required.
Dan’s Pick:
Handy reporting and automation extension to Google Sheets that connects to your accounting platform and will export reports & accounting data into a Google Sheets workbook. You can even schedule automatic updates & new reports to post to your workbook or refresh the data in your existing G-Accon exported report.
G-Accon acts as a major time-saver and excels in situations where you may want to have a workbook containing numerous reports. No longer will you need to export each individual report to its own Excel document or Google Sheet only to copy and spend time formatting into your workbook - just run the G-Accon report you wish from your Google Sheet's extensions and it will export directly into your workbook. If you update information in your accounting platform afterward, all you need to do is run a refresh on your report instead of re-exporting your report from the accounting platform.
G-Accon presently integrates with Xero and QuickBooks Online.
Pricing: $15/mo (1 Xero organization) and $30/mo (unlimited Xero organizations)
Dawn's Pick:
Shift is where work gets done.
All of your apps, accounts, and workflows in one beautiful (desktop) view. Designed for focus and efficiency, Shift streamlines your accounts, apps, and workflows.
No longer do you have to endlessly switch between accounts, constantly logging in to each. Shift manages everything better. Toggle between multiple Gmail, Outlook & Office 365 accounts without the hassle. Gone are the days of having dozens of tabs open at the same time. Connect all of your favorite apps--Xero, Instagram, News sites, CRM, Slack (1,200+ to choose from!) and create a perfectly efficient workflow.
Priced from free to $99/year per user.
Julie's Pick:
User-friendly project management tool for any size team at a great value. Unlike many project management apps, creating projects and adding tasks is made easy.
Customization
Add subtasks, create dependencies, add a due date, and assign it to one or more people.
Make tasks recurring so that they do not have to be recreated each week, month, etc.
Create specific task lists that can be added to a new or existing project.
User-friendly dashboard with customizable views of your tasks that are due and upcoming. Simply check off the task when completed.
Collaboration
Unlimited collaborators and the ability to manage project-level teams
Invite clients and others outside your organization with a restricted view into specific projects.
Integration
Integrates with popular tools such as Slack, Harvest, Xero, Zapier, and Google Drive just to name a few.
Expand to other modules like CRM and Helpdesk (additional cost)
Pricing: Free forever (limited to 5 users/2 projects); $10 per user/mo Pro and $18 per user/mo Premium
For demos of these apps or additional info about discounts and extended trials, please reach out.