ScaleFactor

ScaleFactor

Daily automated bookkeeping & cash visibility

4.2/5 (13 avis)

ScaleFactor - Présentation

ScaleFactor is a smart accounting and finance platform which provides business owners, managers, and entrepreneurs with the tools to automate complex bookkeeping tasks, and translate financial data into meaningful business insights. Users can manage bill pay and invoicing, cash, compliance and tax, and get real-time visibility into the business with detailed financial reports and insights.

Manage business finances using ScaleFactor's AI-powered processes which categorize financial transactions in real time, helping to improve the organization’s financial health with consistent, accurate books. Machine learning tools analyze all bookkeeping data and transactions, and users can plug in transaction details into ScaleFactor’s smart transaction cards to stay organized and track cash flow. Users can manage multiple bank accounts with connected account visibility across all key accounts to see how much is being spent and where.

Automatic bill processing helps keep cash flowing with features for same-day ACH bill pay and check uploading, built-in digital invoicing, and cash flow visibility via customizable dashboards. ScaleFactor’s compliance calendar allows organizations to manage and track federal and state compliance requirements and tax rules, with alerts to notify users of upcoming deadlines to help navigate tax requirements at every level, and avoid fines.

Manage and view future cash in and cash out activities and build hypothetical scenarios with ScaleFactor to see how a potential decision could impact current positions as well as projections. The cash vision calendar gives users an idea of their cash flow at a monthly glance. ScaleFactor evaluates the organization’s financial data to provide detailed reports and insights, including widget-based dashboards to fit business needs.

Prix

À partir de
399,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Appareils

Pour quelle entreprise ?

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

ScaleFactor - Avis

Note globale
4.2/5
85% d'avis positifs
7
Excellent
4
Très bien
1
Moyen
0
Médiocre
1
Mauvais
Jennifer G.
Traduire avec Google Translate

Great Bookkeeping and Accounting Services That Grow With Your Business

Logiciel utilisé Autre pendant plus d'un an
Publié le 22/02/2019
Provenance de l'avis : Capterra

We love the platform and have been exceptionally happy with the level of service for our bookkeeping needs. When we have required additional services as we grow, like outsourced CFO services, they've been supportive and have recommended the best of the best providers in their network for us to work with. I trust ScaleFactor and highly recommend working with them for bookkeeping services.

Avantages

ScaleFactor is constantly developing and adapting client dashboards and reporting in the platform, providing versatile data that supports better decision making for our business. This is the complete opposite experience we had with QBO, although we still require Quickbooks as a business, QBO dashboards haven't significantly changed over time and aren't customizable to show us what we need to know in real-time to make better business decisions. ScaleFactor provides us with real-time reporting capabilities and often interviews us to make sure they're capturing actionable and critical data points that are most important to the services industry and our business. Having this type of data at our fingertips saves us time and keeps us out of Excel.

Inconvénients

I would like to have more training available for the platform available so I understand the full capabilities of the tool. The tool seems to be growing quickly, which is awesome, but as a busy business owner I feel like the platform has developed many more capabilities since we became a client and we aren't currently using its full capabilities.

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Réponse de ScaleFactor

Hi Jennifer! First off, thank you so much for leaving us a positive review. We are thrilled to hear that our reports and data insights have helped save you time to focus more on your business. We just launched our help center which we hope will be helpful in learning how to use ScaleFactor's platform. You can access that here: https://help.scalefactor.com/. Also, we are actively working on finding ways to better educate our users and help them stay up to date with our software capabilities, so stay tuned for that! Again, thank you for taking the time and please let us know if you have any other feedback at portalfeedback@scalefactor.com. - Hannah

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Justin W.
Traduire avec Google Translate

One of the best software investments our team has made

Logiciel utilisé toutes les semaines pendant 6 à 12 mois
Publié le 26/07/2019
Provenance de l'avis : Capterra

Overall, I'd highly recommend ScaleFactor for anyone looking for an accounting solution. The result for us has been clean books and peace of mind. Price is fair as well.

Avantages

Most software product are truly just software with little backbone behind it. Outputs are only as good as the inputs but sometimes teams don't have the capability to create good inputs. ScaleFactor has been amazing because they have a full team supporting our account behind the software. They've been swift in responding to requests or questions, and overall we haven't had to think about our accounting systems since we completed onboarding.

Inconvénients

Like with any financial related software, it's tough to trust the numbers you see without necessarily knowing how they were derived. Sometimes financial accounts disconnect which would mean the numbers are not true anymore. Fortunately the team is quick to let you know, but it's still up to you to reconnect.

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Réponse de ScaleFactor

Thanks for the great review, Justin! Peace of mind is what we're after, and we're so happy you've found it with ScaleFactor.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Joseph S.
Traduire avec Google Translate

Great software, great support, great results.

Logiciel utilisé tous les mois pendant plus de deux ans
Publié le 19/02/2019
Provenance de l'avis : Capterra

Great - the team was efficient on getting me onboarded, the process wasn't nearly as painful as I thought. The service has been great, love the new features they are adding. Three years as a customer and running!

Avantages

They make it really easy to onboard and handle all my accounting and booking. Once they are up and running they handle all my bookkeeping and accounting, giving me clean, accurate P&Ls every months as well as other insightful reports. Occasionally they ping me for clarification but usually only takes 5-10 minutes. More time growing less time with accounting.

Inconvénients

Sometimes I wish the pricing would be more variable instead of a fixed cost as we are seasonal but understand the difficulty in that.

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Réponse de ScaleFactor

Hi Joseph! First of all, thank you so much for your positive review. Our customer feedback helps us improve our business and our products, so we really appreciate you taking the time to share your thoughts. We're so glad that our products have helped you to spend more time growing your business for the past three years! If you have any ideas on how we can improve our software, please let us know at portalfeedback@scalefactor.com. We would love to make your experience even better! Thanks again! - Hannah

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Kzaman1 Z.
Traduire avec Google Translate

Best Accounting Platform + Service

Logiciel utilisé toutes les semaines pendant 6 à 12 mois
Publié le 26/02/2019
Provenance de l'avis : Capterra

ScaleFactor is a great company to work with. The customer service is just incredible. If you have an issue, they're highly responsive via email, phone, text, whatever it takes. They educate you as a customer about basic accounting principles. If they don't know the answer, they'll go out and find it for you.

Avantages

It's incredibly easy to set up and use and streamlines all of our accounting / book-keeping needs.

Inconvénients

Sometimes one of our bank account disconnects. Our other bank accounts work fine so we think that's more of the bank's issue than a ScaleFactor software issue.

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Réponse de ScaleFactor

Hi Khuram! Thank you so much for your positive review! We appreciate you taking the time to let us know what¿s working well and what we could maybe improve. Our customer experience is something we really care about, so we are so happy to hear that you have had great customer service and that our software has streamlined your accounting needs. If you have any more feedback, please let us know at portalfeedback@scalefactor.com. Thanks again! - Hannah

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Sarah S.
Traduire avec Google Translate

Going well, getting settled

Logiciel utilisé toutes les semaines pendant 6 à 12 mois
Publié le 27/02/2019
Provenance de l'avis : Capterra

Pretty good. I'm just starting out so it's taking us awhile to get my books in order so I can use all the resources. It's taking longer than I expected but I appreciate my team and how thorough they are. A little pricey for my small business but I'm glad to be a part of the ScaleFactor family.

Avantages

Easy to access my reports in a visual way.

Inconvénients

That I can only read and reply to my messages by going to the portal. It takes my more time.

Traduire avec Google Translate

Réponse de ScaleFactor

Hi Sarah! Thank you so much for your positive review! We appreciate all your feedback and hearing how the onboarding process has been for you. Your feedback helps us know what we can do better and what we are already doing well, so thank you for taking the time. Please let us know if there¿s anything else we can do to make our platform even better at portalfeedback@scalefactor.com. Thanks for being a part of the ScaleFam! Have a great day. - Hannah

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

ScaleFactor - Prix

À partir de
399,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Get Started: starting at $399 per month

Growing Business: starting at $699 per month

Scaling Business: starting at $999 per month

ScaleFactor - Fonctionnalités

  • API
  • Données en temps réel
  • Facturation
  • Gestion de la comptabilité
  • Gestion de la conformité
  • Gestion des factures
  • Importation et exportation de données
  • Intégration comptable
  • Intégration de tiers
  • Notifications automatiques
  • Paiements électroniques
  • Rapports et statistiques
  • Rapports personnalisables
  • Suivi des frais
  • Tableau de bord d'activités
  • Traitement des factures

  • Analyse financière
  • Gestion des flux de travail
  • Piste d'audit
  • Prise en charge de plusieurs devises

Plus d'informations sur ScaleFactor

ScaleFactor - Principales fonctionnalités

  • Accounts payable
  • Accounts receivable
  • Accrual accounting
  • Automated real-time bookkeeping
  • Automatic billing
  • Bill pay
  • Billing portal
  • Budgeting/forecasting
  • Cash accounting
  • Cash management
  • Class tracking
  • Customizable invoices
  • Dashboards
  • Financial reporting
  • General Ledger entry
  • Hourly billing
  • Invoice history
  • Mobile payments
  • Online invoicing
  • Online payments
  • Overpayment processing
  • Payment processing
  • Project billing
  • Project costing
  • Project costing
  • Purchase orders
  • Quarterly reporting
  • Recurring/subscription billing
  • State sales tax filing
  • Tax compliance calendar
  • Tax compliance calendar
  • Tax filing and forecasting (TaxMax)
  • Tax management

Avantages

  • Manage business finances using ScaleFactor's AI-powered processes which categorize financial transactions in real time, with machine learning to analyze all bookkeeping data and transactions.

  • Rest assured knowing accounts are always accurate, accessible, and healthy. Get valuable insights, budget control and reports automatically delivered to the inbox.

  • See exactly where the business is with hourly updates and a customizable dashboard with drag and drop widgets for meaningful data at-a-glance.

  • Gain financial control and strategically grow the business by building hypothetical scenarios which show exactly how decisions could impact the company's cash position and projections.

  • ScaleFactor integrates with existing systems, banking and credit card accounts, HR systems, and even contractors and vendors to fully automate monthly bookkeeping tasks.

  • ScaleFactor - FAQ

    Voici quelques-unes des questions fréquentes sur ScaleFactor.

    Q. Quels sont les types de licence disponibles pour ScaleFactor ?

    Types de licences disponibles pour ScaleFactor :

    À partir de: 399,00 $US/mois

    Type de licence: Abonnement

    Essai gratuit: Non disponible

    Get Started: starting at $399 per month

    Growing Business: starting at $699 per month

    Scaling Business: starting at $999 per month

    Q. Quelles sont les principales fonctionnalités du logiciel ScaleFactor ?

    Fonctionnalités du logiciel ScaleFactor :

    • Accounts payable
    • Accounts receivable
    • Accrual accounting
    • Automated real-time bookkeeping
    • Automatic billing
    • Bill pay
    • Billing portal
    • Budgeting/forecasting
    • Cash accounting
    • Cash management
    • Class tracking
    • Customizable invoices
    • Dashboards
    • Financial reporting
    • General Ledger entry
    • Hourly billing
    • Invoice history
    • Mobile payments
    • Online invoicing
    • Online payments
    • Overpayment processing
    • Payment processing
    • Project billing
    • Project costing
    • Project costing
    • Purchase orders
    • Quarterly reporting
    • Recurring/subscription billing
    • State sales tax filing
    • Tax compliance calendar
    • Tax compliance calendar
    • Tax filing and forecasting (TaxMax)
    • Tax management

    Q. Qui utilise ScaleFactor ?

    Utilisateurs habituels du logiciel ScaleFactor :

    Entreprises de taille moyenne, PME

    Q. Dans quelles langues ScaleFactor est-il disponible ?

    Langues dans lesquelles ScaleFactor est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour ScaleFactor ?

    Types de licences disponibles pour ScaleFactor:

    Abonnement

    Q. ScaleFactor prend-il en charge les appareils mobiles ?

    Appareils pris en charge par ScaleFactor :

    Android, iPhone, iPad

    Q. Avec quelles applications ScaleFactor peut-il s'intégrer ?

    Applications s'intégrant à ScaleFactor :

    Abacus, Gusto, QuickBooks, QuickBooks Online, Salesforce Sales Cloud, Stripe, Xero

    Q. Quelles sont les ressources d'aide disponibles pour ScaleFactor ?

    Ressources d'aide disponibles pour ScaleFactor :

    Support en ligne, Support téléphonique, Tutoriels vidéo