Cloud Accounting Workflow Apps - Features and Benefits- Revised March 2023

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O
1	FinTech Apps - Features and Benefits
2	APP	PURPOSE	BENEFITS	APP FEATURES	NOTES, QUIRKS, NEED TO KNOWS	SUPPORT	PRICING	CLIENT USE	FIRM USE	FREE TRIAL	PARTNER PROGRAM	CERTIFICATION	2 FACTOR LOGIN	SOC 2 CERTIFIED	COUNTRY

3			Real time data	Bank and credit card transactions synch
4		Real time accounting software	Work from anywhere	Merchant payments		Good	Canada https://quickbooks.intuit.com/ca/pricing/				Heck Yes	2 levels			American
5	QBO Canada		Collaborative relationships	Time tracking			US https://quickbooks.intuit.com/pricing/
6			Less data entry	Mobile app with mileage tracker
7				https://quickbooks.intuit.com/move-to-online/
8		Paperless document management	No chasing statements, bills and recceipts	Bank fetch - statements, CSVs, cheques & transfers	Treats partners like gold	Awesome					Yes - free firm account				Canada!
9	Hubdoc		Paperless client and acct'g businesses	Utitlity company fetch, incl telecoms			$25.00 Client					Masterclass
10	Syncs with QBO		Automated data entry (OCR of documents)	Over 700 fetch connections
11			Publish data into QBO with source document attached	OCR, publish to QBO, secondary storage
12			Auto match in bank feed	Auto files documents
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14		Paperless document management	No chasing statements, bills and recceipts	Fantastic dashboard	Trying to figure out price vs feature is dodgey	Good									UK
15	Dext		Paperless client and acct'g businesses	OCR, publish to QBO	Inconsistent pricing acct't firm to acct't firm		Variable by features						Authenicator
16	Syncs with QBO		Automated data entry (OCR of documents)	Tax extraction	Awesome dashboard		Priced by firm, not by client
17			Publish data into QBO with source document attached	Drag, email, app photo docs in
18			Auto match in bank feed	Batch sort and publish
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21		Paperless payment processing	No cheques, envelopes, stamps	A/P payments	4-5 lead time from payment to deposits	Good					Yes - varies				Canada!
22	Plooto		Create PAD to receive regular payments	Receives A/R payments, incl PADs			$25.00/month - 10 Transactions					Masterclass	Text
23	Syncs with QBO		Create individual payment requests				$00.50/transaction post
24	Syncs with QBDT
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27		Automatic PAD (Pre-authorized debit) Payments	No cheques, no credit card fees	Automatic reporting and reconciliation to QBO and Xero	5 day settlement from processing date to settlement	Awesome	No minimum fee				Yes				Canada/USA
28	Syncs with QBO and Xero	One-off and recurring payments	Schedule recurring payments in advance and get paid on time	Receive A/R payments			Flat rate based on volume				Link to partner program
29	Rotessa						as low as $0.30/transaction
30							https://rotessa.com/pricing/
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33		Payroll processing	Punt payroll!		No class tracking	Good					Yes - free firm account				Canada!
34	https://wagepoint.com/		Not tied down with payroll schedules		4-5 lead time from payment to deposits		$20.00/paycycle						Authenticor
35	Syncs with QBO		Complience issues solved		Manual set up process		$2.00/employee/paycycle
36	QBO Advance payroll powered by WagePoint		Complience reporting and sumbitting done for you
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40		Back up QBO files (as well as Shopify, Big Commerce, Mailchimp)	App integration, human error or unforseen event may cause problems in a file and you can now restore it	Can choose to host back ups in Canada or the USA	Backing up a file from one QBO file to another is on the roadmap	Awesome									Canada!
41	Rewind	Closing down a subscription and there will be a back up copy available with attachments	Can restore by entire file to a point in time				$5.00/month/file						SSO with Google or Intuit
42	Syncs with QBO		Can restore on a transactional level
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45	WORKFLOW, CRM AND COMMUNICATION PROGRAM	Client relationship management (CRM)	Efficient, consistent processes
46	...see next 2 pages...	Client communications and processes	Efficient, consistent communications
47		Internal communications and processes	Helps establish standard operating procedures (SOPs)
48		Manage team (who's doing what by when)
49		Manage deadlines, tasks and to-dos
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51		Need help? Have questions? I’d love to book efficiency sessions with you!
52		If you would like some one-on-one cloud accounting coaching sessions with me, I love doing them! I charge $200.00/hour and all sessions are recorded.
53		Here is a link to my scheduler.
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55		Interested in best practices, processes, systems and workflow? How about the technology that powers them? Check out The Workflow Wateringhole.
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57		Kellie Parks, CPB
58		https://saasyaccountingcoach.com/
59		kellie@calmwaters.ca
60		519-658-1158
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62		Change is hard. Not changing will be harder.
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