Complete Accounting Business Tested, CPA Approved

We often get asked if BizAutomation connects to QuickBooks or some other accounting system, to which we respond “You don’t need to”.

BizAutomation accounting is a full featured, secure, GAAP compliant, and reliable accounting system. Lots of businesses and their CPAs, Accountants, and Bookkeepers reliably run their financials on it, so you can feel secure in the fact that your books will be in good hands.

Unified Financials

General Ledger (GL)

The GL holds all the transactions and journal entries on which financial reports are generated. Because BizAutomation provides the same search and filtering tools we use on other list views, finding any transaction is as easy as looking up a customer record, with full drill down to the origin of the transaction, and column filtering.

Accounts Receivable (A/R)

Bring your collections processes into the 21st century. BizAutomation's A/R automates and streamlines every aspect of invoice delivery, credit terms, and collections management.

A/R Portlet available on the financial dashboard

A/P Portlet available on the financial dashboard

Accounts Payable (A/P)

Minimize the time and effort it takes to process bills from vendors. Automate vendor terms, and the calculation of discounts. Eliminate manual data entry and associated errors.

Flexible Chart of Accounts (COA)

Define parent and sub-accounts, which are placed in an easy to use hierarchical structure. See important registries directly from each account, such as balance summary by organization G/L & Monthly summaries.
Tax Management
- Set tax tables based on City, State, or Zip Codes.
- Connect to tax calculation services (e.g. Avelera).
- Make customers and items tax exempt.
Multi-Currency

Increase your international business with BizAutomation’s multi-currency capabilities, including support for gains and losses, and foreign currency conversion relative to your base.
Business Unit Segmentation

Also known as "Class Accounting". Use it to segment transactions by business entity, department, or custom defined class.
Core Capabilities
- Bank Reconciliations
- P&L
- Balance Sheet
- Trial Balance
- Tax Paid & Received
- Cash-flow Statement
- Recurring billing
- Audit trail of customer & item transactions
- Deferred-payments
- And many more

Online Payment Processing

BizAutomation provides you flexible payment options, including support for PayPal, ACH or credit cards, whether your business accepts payments through online self-checkout or within internal sales orders. You can also send email templates with a link to a payment page for self payment. From undeposited funds, you’ll see the status of credit card payments (Pending or Settled) so you know exactly when it’s time to transfer from undeposited funds to your bank account.

Employee & Partner Sales Commissions Incentive management that will generate results

BizAutomation’s commission management is a flexible incentive tool that lets you create powerful commission rules to automate the process of calculating and scheduling sales commission – automatically from your orders - not only for your own employees but non-staff 1099 sub-contractors, affiliates, and partners.

Build comprehensive rules
- Base on paid (and/or) unpaid invoices, orders, and gross profit.
- Support for percentages, flat amounts / spiffs.
- Build different rules for different items, customers, and resource types.
Commission splits

Combine both partner & employee commissions within the same sales order.
Commission deductions

Manage RMAs, Refunds, and Credit Memo deductions from payable commission amounts, even when commission has already been paid. Include or exclude sales taxes, and shipping.