We have seen it all and can confidently say if we have not, we can learn it in short-order (preferred tools marked with an *):

General Ledger: Quickbooks Online (QBO)* and Xero

A/P & Spend Management: Bill.com, Airbase*, Ramp, Glean, Expensify, Concur

E-Commerce: Shopify & WooCommerce

Sales Tax: Avalara & TaxJar*

Payroll: Rippling*, Gusto, ADP, Justworks, Trinet

Project Management: Asana*, Todoist, Basecamp, Smartsheet

FP&A: Adaptive Insights, Fathom

No, while Dan holds a CPA designation, finopty is focused on your internal, corporate accounting and finance needs. We can connect you to audit and tax firms that we have worked with in the past. And we can work closely with those firms to make sure those services are performed smoothly.

All Teams: share Budget vs Actual reports that help promote accountability around hitting spending targets and improve corporate visibility.

Executive Team: define, measure and monitor KPIs such as Logo, Gross, and Net Retention

Sales: use data to identify addressable market by territory to generate sales quotas

Marketing: track spend by Conference to determine ROI

Engineering & Product: use Jira or time-tracking data to identify capitalizable software developments costs