BizSight 365

Additional features

Sales & Invoicing

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

Purchasing

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

Expense Tracking

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

Inventory Management

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

CRM & Case Management

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

Project & Time Tracking

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

Accounting

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

Manufacturing (BizSight Manufacturing edition)

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.

Cloud-based

Accessible from anywhere with an internet connection.

Easy to use

Designed for small businesses with no prior accounting experience.

Affordable

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

Secure

Backed by Microsoft Azure with advanced security features.

Multiple languages and currencies

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

Perfect replacement for Microsoft Office Accounting (MOA)

Offers migration assistance at no additional cost.