accounting

Accounting Features: Cash Flow Tracking, Managment, History, Reporting, API, Invoicing & Payment Tracking

Cash Flow Tracking

Acquire hidden insights into your revenue with up-to-the-minute cash flow tracking.

Cash flow is the lifeblood of your business — a complex yet critical indicator of vitality or distress. Books360’s cash flow tracking solution allows you to demystify the columns of transactions by giving you a clear vision of the health of your business. Go beyond the limits of spreadsheets with intuitive graphic displays. Have confidence in seeing real-time revenue reports. Take command of your finances with instant access to all your payment and billing data. Feel more connected to your business operations with cash flow tracking from Books360.

Stay Ahead of the Curve with Cash Flow Tracking

  • Efficiency: By utilizing secure digital accounting from Books360, you save time with electronic payment approvals and remote viewing of payment and billing records. You’ll also avoid delays by being able to track cash flow from any laptop, tablet, or PC.
  • Oversight: Electronic storage of payment records gives authorized personnel access to critical financial information any time, day or night. With immediate visibility of incoming and outgoing payments, you can notice trends, spot inconsistencies, or catch errors before anyone else.
  • Awareness: Cash flow tracking from Books360 allows you to better serve your customers with online payments and automatic invoices. Customer auto-payments give stability to your cash flow and provide you with useful data regarding brand loyalty.
  • Vision: By making all of your company’s cash flow figures easily accessible, Books360 gives you the essential knowledge you need to develop new business strategies. Helpful Cash Flow Tracking reports will tell you how your business is doing and—more importantly—how your business could be doing better.

User-Friendly Management

With a simple and welcoming design, Books360 will have you excited to do some number-crunching.

While accounting for every incoming and outgoing penny of your business is necessary, the practice of pouring over those figures can be daunting. Books360 introduces a user interface that is clear, vibrant, and reactive to the smallest changes in your business.

Phonexa’s Books360 dashboard offers you a sweeping view of your finances, while supplementary tabs guide you into granular transactional details. With immediate access to vivid charts and graphs there’s no need to spend precious time sorting through monotonous spreadsheets or indiscriminate paper records. Books360 is designed so that you can find the exact information you need as quickly as possible, giving you more space on your schedule to look at the big picture.

  • Customize Invoice Automations
  • Analyze Sales and Expenses
  • Access Easy Management and Editing Features

Full Automation and History

Let Books360 sweat the small stuff so you can focus on the big picture.

Accounting was once a daily slog of inputting data, parsing through bills, and cutting checks. With automated services offered through platforms like Books360, those time-consuming practices have been eliminated. Books360 lets you set up automatic payments, alerts you over unpaid invoices, and records incoming cash so you always know the state of your finances. And if you ever want to examine past financial data, Books360 keeps detailed transactional records to keep you informed.

  • Save Time: Without question, the greatest advantage of automated accounting is to reduce the time and energy spent inputting amounts and settling bills. Automated accounting can be set up once and send you a notification so that you stay up-to-date.
  • Reduce Errors:Automation performs calculations and eliminates the need to manually input numbers, which in turn reduces the potential for human mistakes. Fewer errors means less time and money wasted fixing them.
  • Custom Reports: Instead of spending hours assembling financial reports, automated accounting can prepare detailed data analysis in seconds. With a variety of customizable reports from Books360, you can find out the exact information you want to know in a heartbeat.
  • Faster Payouts: With easy invoice generation and payment notifications, automation streamlines the payout process. And what could be better than faster cash?

Exportable Reporting

With Books360, critical financial data is pulled from the cloud and delivered into your hands in no time.

Put your numbers to work for you with customizable financial reports. As an advanced accounting platform, Books360 offers comprehensive fiscal summaries that can provide valuable insights into your business.

  • Reports on Demand: Get information about how your company is performing whenever you want instead of at the end of the quarter. Exportable reporting from Books360 lets you see numbers and share projections anytime. Instant revenue data lets you react to trends as they happen, rather than basing decisions off of last month’s figures.
  • Know Your Budget: Considering a major investment or anticipating a market slowdown? Determine how external factors will affect your bottom line with adaptable budget reports. Share financial knowledge with collaborators or quickly produce projections for a big meeting.
  • Tailored to Your Needs: Nobody knows your business better than you do, which is why Books360 lets you create customized reports. Personalize the look of fiscal documents with adjustable columns, charts, and text boxes to highlight what’s important and leave out the rest.

With Books360 Reports, You Can:

  • Target specific marketplace performance numbers
  • Compare data from multiple time periods
  • Measure KPIs
  • Set lock dates for the end of each quarter, month, or fiscal year
  • Determine potential ROI for campaigns
  • Create PDFs for hard copy distribution or cloud-based sharing
  • Import data into Numbers, Excel, or Google Sheets

Automated Invoicing and Payment Tracking

Take the drudgery out of invoicing and get paid faster with automation from Books360.When running a business, the last thing you want to put an excess of time and effort into is sending out invoices and chasing down payments. By automating with Books360 accounting, invoices are delivered automatically and you can schedule follow-up notifications for outstanding amounts. Create invoices using customizable templates or upload your own. Online invoicing reduces mistakes by checking required fields and confirming that your invoice has been received. Payment tracking notifies you and your client of outstanding funds—ensuring that money comes in on schedule.

Simplify Invoicing with Books360

  • Send out all your invoices at a single time, or send multiple invoices to one customer.
  • Give your customers an option to pay with one click on online invoices.
  • Invoice from anywhere with mobile options that allow you to prepare invoices on your phone or tablet.
  • Copy recent invoices to save time, updating only the fields that need to be changed.

Customizable Accounting Features

Books360 lets you tailor features so they meet your needs—it’s like building your own in-house accounting program at no cost.

From what you see on the dashboard to dynamic scalability, Books360 offers ways to personalize features so you can maximize functionality for your company.

Adapt invoices, reports, workflows, data fields and more based on your business needs. Toggle permissions so that personnel can access invoices without seeing next month’s projections. Fill your dashboard with the charts and figures that have the biggest impact on your day-to-day. Adjust tax rates to account for the different markets where you do business. With Books360’s customizable features you can put an end to time-consuming accounting practices and concentrate on your plans for world domination.

Your custom accounting platform.

  • Eliminate Manual Work
  • Allocate More Time to Operations
  • Lead a Confident Accounting Team

Accounting Apps & Integrations

Unlock the full potential of cloud-based accounting with Books360’s free API and third-party integrations.

One of the greatest benefits of working on Phonexa’s Books360 software is the connectivity to APIs and other third-party applications. API integration with Books360 transforms your dashboard into a hyper-connected hub to third parties that are applicable to your business. This means you’re able to see real-time stock valuation when considering expansion or credit reports for potential leads. Tapping into the value of third party companies can give you a competitive edge—and all integration is backed by Phonexa’s secure protection services.

Spotlight on APIs

What are APIs?

API stands for “Application Programming Interface.” An API acts as an intermediary between disparate servers. By interfacing your software with other resources, you can supercharge your systems with useful data and helpful services in an instant.

How does API integration help the bottom line?

Connecting with relevant third party agencies converts your Books360 dashboard into a nerve center of valuable information. You’ll have the ability to utilize the efforts of far-flung resources to increase your productivity and potential.

Phonexa is the leading all-in-one platform for call tracking, lead distribution, email, marketing, and digital marketing. The Phonexa staff is responsible for authorship of Phonexa blog posts.

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