Name: AgenterBooks
Author: AgenterBooks

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Academic Advising

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Digital Rights Management (DRM)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Visitor Management

Enterprise

Accounting

Crypto Asset Management

Merger and Acquisition

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Cloud Storage

Converged Infrastructure

Fraud Detection

Function as a Service (FaaS)

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Network Behavior Analysis

Network Operating Systems

Network Performance Monitoring

NoSQL Databases

SIP Trunking

SaaS Management

Software Composition Analysis (SCA)

Software-Defined WAN

Unified Endpoint Management (UEM)

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Customer Experience Management

Email Marketing

Gamification

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Wireframing

Writing and Proofreading Tools

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Cloud Infrastructure Entitlement Management

Data-Centric Audit Protection (DCAP)

Security

Chiropractic

Financial Services CRM

Municipal

Oil and Gas

Revenue Cycle Management (RCM)

Vertical-Specific

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AgenterBooks is an online accounting software designed specifically for small business owners, freelancers, and accountants. This cloud-based solution offers a range of features aimed at streamlining accounting processes and enhancing productivity. According to the vendor, AgenterBooks integrates the latest technology to provide a seamless accounting experience.

## Key Features

**Cloud Accounting Software**: According to the vendor, AgenterBooks offers cloud accounting to potentially make the accounting activity more productive and result-oriented. The software is said to integrate the latest technology.

**Invoicing**: AgenterBooks allows users to create invoices within seconds, potentially helping to maintain a healthy cash flow by offering online invoices with online payment options.

**Inventory**: AgenterBooks enables users to easily track and manage their inventory, including the ability to include items on bills and invoices using the inventory control software.

**Dashboards**: AgenterBooks provides customizable dashboards that allow users to track cash and receivables at a glance, potentially automating workflows and facilitating collaborative work across departments.

**Expenses**: According to the vendor, AgenterBooks enables users to record, claim, and manage expenses and receipts online, simplifying the process of expense management.

**GST/VAT**: AgenterBooks offers advanced GST/VAT accounting software to calculate and manage GST/VAT. According to the vendor, this feature aims to simplify small business life by providing comprehensive GST/VAT accounting features.

**Reporting**: According to the vendor, AgenterBooks provides over 40 tailored intelligent financial reports to track business performance. Users can customize reports and filter data for more detailed information.

**Real-time View of Business Results**: According to the vendor, users can log in to AgenterBooks online anytime, anywhere to access up-to-date financials and accounting activities. The software is said to provide a simplified and secure way to view business results in real-time.

Starter Plan

Standard Plan

Professional Plan

Custom Plan

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

AgenterBooks

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

AgenterBooks

Overview

What is AgenterBooks?