A small services business owner needs to consolidate from QB Desktop and Sage 50C into a single, affordable online accounting solution that is easy for a non-accountant to use, integrates with banks and ADP, and handles both internal books and client check-writing.
Current solutions are desktop-based, split across two systems, and require an accountant to manage. They lack automatic banking integrations (Wells Fargo fraud manager uploads) and are not easy for non-accountants to use.
SimpleBooks
SimpleBooks is a cloud-based accounting platform designed for small service businesses that need to manage both their own books and client accounts. It automates bank feeds, expense tracking, invoicing, and bill payments, and includes a built-in integration for Wells Fargo Vantage fraud manager uploads. Unlike traditional accounting software, SimpleBooks is intuitive enough for non-accountants to use without training.
- Automated bank feeds with Wells Fargo Vantage fraud manager integration
- Expense tracking with corporate card receipt capture and reimbursement management
- Invoicing and bill pay with multi-client account support
- Built-in payroll integration with ADP RUN
Existing Solutions Mentioned
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