Accorto
Accorto is a professional services management tool designed for Salesforce, simplifying time and expense tracking, project management, and billing.
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Description
Accorto is a comprehensive Professional Services Management software that streamlines workflows from opportunity to project execution and invoicing. It offers various features to simplify time logging and expense capturing, including traditional timesheets, mobile time entry, credit card import for expenses, and multi-currency support. Accorto's advanced project management tools allow users to create and synchronize projects from opportunities and utilize templates for efficiency. It provides flexible billing options, enabling fast invoice creation from approved reports and projects, while ensuring accuracy and customization. Additionally, as a native Salesforce application, Accorto offers robust reporting capabilities and payroll integration, making it easier to manage payroll and calculate overtime.
The software supports project creation, resource assignment, and billing with options for fixed-price or time-and-material invoices. Accorto stands out as a native Salesforce application, allowing extensive customization with a minimal learning curve. It is suitable for consulting businesses, art agencies, and service delivery companies, providing comprehensive support and training to enhance user experience.
Features
Time Capture
Accorto enables users to log time through traditional timesheets or mobile applications, ensuring flexibility in time management.
Expense Management
Users can capture expenses effortlessly, including credit card imports, and the software supports multi-currency transactions.
Project Management
Offers advanced tools for creating, synchronizing projects from opportunities, and utilizing templates to improve efficiency.
Flexible Billing Options
Flexible billing methods allow users to create invoices quickly from approved reports, with customization options available.
Salesforce Integration
As a native Salesforce application, Accorto integrates seamlessly with Salesforce features, enhancing overall functionality.
Reporting and Analytics
The software provides robust reporting capabilities to track project progress, employee performance, and financial metrics.
Payroll Integration
Accorto simplifies payroll management by integrating time and expense data to calculate wages and overtime accurately.
Support and Training
Comprehensive support options and training are available to ensure users maximize the benefits of the software.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support