BizSight 365

Create and manage quotes, sales orders, and invoices; add detailed notes, customize pricing, and email customers; track tax payments and generate customer statements.

Create and manage purchase orders, receive and update inventory, and email purchase orders to vendors.

Record vendor bills, credit card expenses, and cash expenses; create and email purchase orders.

Maintain and manage inventory levels, conduct physical counts, and track cost of goods sold; generate stock status and transaction history reports.

Track leads, prospects, and ongoing customer interactions; integrate web leads via API; convert prospects to customers; save Office 365 emails to CRM.

Track sales, purchases, and employee time to specific projects or jobs; invoice customers for project time; export time data to payroll software.

Automatically generate accounting entries, make journal adjustments, print financial statements and tax reports, and reconcile bank statements.

Create work orders, issue materials, and report on labor; track work-in-process, manage costs, and generate production reports; track material planning, WIP (work-in-process), and cost tracking; manage scrap and rejection tracking.

Accessible from anywhere with an internet connection.

Designed for small businesses with no prior accounting experience.

Offers a free 3-month trial and tiered pricing plans.

Backed by Microsoft Azure with advanced security features.

Supports English, Spanish, Portuguese, and multi-currency transactions.

Offers migration assistance at no additional cost.