About TreezSoft Accounting
TreezSoft Accounting is an accounting software from TreezSoft that provides comprehensive financial management solutions for businesses. It includes key features such as invoicing, expense tracking, and financial reporting so that organizations can maintain accurate financial records. This platform supports various accounting methods and integrates with multiple banking systems to facilitate efficient transactions. Additionally, it offers customizable reporting tools for detailed insights into financial performance. Key capabilities: invoicing expense tracking financial reporting banking integration customizable reports Best for: small to medium-sized businesses that need reliable accounting management to ensure financial accuracy and compliance.
TreezSoft Accounting is a sophisticated yet accessible accounting software designed to meet the needs of small and medium-sized businesses, accountants, bookkeepers, and CPAs. As a cloud-based solution, it offers the advantage of being accessible from any device with an internet connection, providing users with the flexibility to manage their finances anytime, anywhere. The software aims to streamline financial management through a comprehensive suite of features, including invoicing, expense tracking, bank reconciliation, and financial reporting. One of the standout aspects of TreezSoft Accounting is its user-friendly interface. The dashboard is thoughtfully designed to present a clear overview of financial data, with intuitive navigation that allows users to easily access various modules such as invoicing, expenses, and reports. This clean and straightforward design makes the software approachable, even for those who may not have extensive accounting knowledge. However, it is worth noting that while the interface is generally user-friendly, some users have reported an initial learning curve. The complexity of the software’s features can be overwhelming at first, necessitating a period of adjustment as users become accustomed to the system.
Pros & Cons
- +Easy to use: The review specifically mentions that the software was easy to use.
- +Met their needs: It worked well for the reviewer's business until they expanded.
- +Features: While not explicitly stated in the review, the 4.0 rating for Features suggests it has decent functionality.
- −Limited scalability: The main issue highlighted is that the software didn't support their expansion to three locations.
- −Time tracking limitations: It seems the time tracking feature wasn't flexible enough for their multi-location business, requiring travel to each site.
Features
Key features
- 1. Invoicing & Receipting
- Create quotes, orders, recurring invoices, and track customer payments.
- 2. Purchasing & Paying
- Manage purchase orders, supplier invoices, and track expenses.
- 3. Accounting & Reporting
- Generate financial reports like Profit & Loss, Balance Sheet, Cash Flow Statement.
- 4. Inventory Control
- Track stock levels, manage multiple locations, and support different costing methods.
- 5. Multipurpose Tags
- Categorize transactions by branches, departments, projects, or events for better analysis.
- 6. Multicurrency & Forex
- Handle multiple currencies, track exchange rates, and automatically calculate forex gain/loss.
- 7. Point of Sales (POS)
- Manage sales across multiple locations and terminals, with automatic inventory updates.
- 8. Banking & Reconciliation
- Record expenses, transfers, and reconcile bank accounts.
- 9. Sales Person Performance
- Track sales, calculate commissions, and monitor performance.
- 10. Authorization Control
- Create multiple users with different access rights.
- 11. API
- Integrate with external applications for seamless accounting functionality.
- 12. Job Order
- Manage repair jobs, estimates, and staff assignments.
Additional features
- 1. Invoicing
- Create quotations, orders, delivery orders
- Automatically create recurring invoices
- Issue invoices to multiple clients
- Issue and track project billings
- Email digital invoices
- Monitor debtors via customer ageing, statement, and ledger reports
- Track sales performance by customer, item, or salesperson
- Display product images in invoices
- Upload invoices from third-party
- 2. Purchasing
- Create purchase orders and goods received notes
- Upload images of supplier invoices
- Monitor what you owe using supplier ageing and ledger reports
- 3. Accounting
- Automatic double-entry bookkeeping
- Generate Profit & Loss, Balance Sheet, Cash Flow Statement
- Monitor forex gain and loss
- Customize report layouts
- 4. Inventory Control
- Manage inventory by item and location
- Real-time inventory updates
- Profitability analysis based on FIFO, Fixed Cost, or Weighted Average
- Set up different prices for the same item
- Track inventory using serial numbers
- Support multiple unit of measurement conversions
- Manage stock take and stock adjustment
- 5. Multipurpose Tags
- Define branches, departments, projects, or events as tags
- Track revenue and expenses by tag
- Analyze performance using Profit & Loss and Balance Sheet
- 6. Multicurrency & Forex
- Support multiple currencies
- Track exchange rates
- Automatic conversion and recording in local currency
- Automatic forex gain/loss journaling
- Automatic report conversion to local currency
- 7. Point of Sales
- Support multiple locations and terminals
- Automatic sales transfer to accounting
- Real-time stock updates
- Comprehensive sales reports
- 8. Banking & Reconciliation
- Record expenses and fund transfers
- Reconcile bank accounts
- 9. Sales Person Performance
- Track deals closed
- Monitor performance by sales amount or collected amount
- Calculate commission by items
- Support tiered commission calculation
- 10. Authorization Control
- Create multiple users with different roles
- Grant access rights to accountants
- 11. API
- Integrate with external applications
- 12. Job Order
- Suitable for repair businesses
- Manage orders, estimates, and job details
- Support job assignment and status updates
- Automatic invoice transfer and stock update
Pricing
Countries & Languages
Interface languages
Billing currencies
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About TreezSoft Accounting
TreezSoft Accounting is an accounting software from TreezSoft that provides comprehensive financial management solutions for businesses. It includes key features such as invoicing, expense tracking, and financial reporting so that organizations can maintain accurate financial records. This platform supports various accounting methods and integrates with multiple banking systems to facilitate efficient transactions. Additionally, it offers customizable reporting tools for detailed insights into financial performance. Key capabilities: invoicing expense tracking financial reporting banking integration customizable reports Best for: small to medium-sized businesses that need reliable accounting management to ensure financial accuracy and compliance.
TreezSoft Accounting Details
TreezSoft Accounting's In-App Market Place
Does TreezSoft Accounting have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Chf), Cny (¥), Rub (₽)
Pros & Cons
- Easy to use: The review specifically mentions that the software was easy to use.
- Met their needs: It worked well for the reviewer's business until they expanded.
- Features: While not explicitly stated in the review, the 4.0 rating for Features suggests it has decent functionality.
- Limited scalability: The main issue highlighted is that the software didn't support their expansion to three locations.
- Time tracking limitations: It seems the time tracking feature wasn't flexible enough for their multi-location business, requiring travel to each site.
TreezSoft Accounting's Support Options
Email Address
info@treezsoft.comContact
+6012-787 5077TreezSoft Accounting's Alternatives
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