Automated Finance and Workflow
Automated Finance and Workflow
From set-up, processing to sending timely and professional reminders automatically to customers.
Our onboarding specialists are on stand-by, we’ll get you ready to get started in no time!
Integration and automation will be all done so you can leave all the headache aside.
All shall be handled, and you can analyze all you need in one platform.
Centralised Customer Communication
Automated Payment Reminders
Smart Follow-Up Scheduling
Customer Payment Insights
Real-Time Receivables Dashboard
Seamless Accounting Integration
Annual Budgeting
Creating a budget for your company is a critical aspect of financial management, regardless of the size or stage of your business. Let’s delve deeper into the requirements in creating a budget, especially for beginners who can create a solid foundation for effective budgeting and financial management within their company.
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Pricing for Dashboard
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Fractional CFO
Fractional CFO services can be a strategic decision for businesses, especially when considering factors like cost savings, access to specialized expertise, flexibility, and making it a strategic choice in various scenarios. Here’s a deeper dive into the benefits on opt for Fractional CFO
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Payroll Manager
POiNTER’s Payroll Manager add-on offers comprehensive support for maintaining a compliant and efficient payroll system for your business. From employee onboarding to day-to-day payroll management, POiNTER handles various administrative tasks, allowing you to focus on running your business effectively. With transparent pricing based on the size of your workforce, POiNTER’s Payroll Manager service provides flexibility and scalability to meet your business’s needs.
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POiNTER Tax
POiNTER Tax is an additional option available for POiNTER’s users. POiNTER Tax is a separate service from Dashboard subscription. It’s important to note that tax preparation services are not automatically included in the Dashboard subscription. Users must purchase Pointer Tax separately to avail themselves for tax preparation services.
However, there is second option involves using any tax firm you prefer and having POiNTER hand off your prepared books to them. This service is included in your POiNTER Dashboard subscription at no additional cost. This means POiNTER will collaborate with your chosen tax firm to ensure they have all the necessary financial data and documents to prepare your taxes accurately.
POiNTER Tax covers the preparation of income taxes at various levels of government, including direct and indirect taxes. This ensures that your tax obligations are met comprehensively across different jurisdictions.
POiNTER Tax provides email support to address any queries or concerns related to the deliverables included in the service. This ensures that users have access to assistance throughout the tax preparation process.
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