We are frequently asked which tools can help run a business or manage personal finances more efficiently and effectively. With so many apps and technology solutions available, here are some popular ones to consider:
QuickBooks Online is a cloud-based accounting software designed for small businesses to manage sales, expenses, and track daily transactions. With it, you can invoice customers, pay bills, and generate reports for planning and tax filing. The QuickBooks Online app simplifies the lives of small business owners, offering easy access and management at your fingertips and on the go.
Zoom is a web-based video conferencing tool that offers a desktop client and mobile app, allowing users to meet online with or without video. It enables features like session recording, project collaboration, and screen sharing or annotation—all within one user-friendly platform. While you don’t need a Zoom account to attend a meeting, you will be prompted to download the software once you click the provided link. Creating an account is optional, but not necessary to participate in a Zoom meeting.
Bill.com is not accounting software; it is a cloud-based business payments solution designed to integrate seamlessly with leading accounting software, such as QuickBooks. Bill.com enhances your existing accounting system by streamlining the accounts payable process with electronic payments via ACH (or EFT), while also improving accounts receivable by accepting payments through domestic ACH, international wires (in USD or local currency), virtual cards, or checks.
Slack is an operating system for work that brings together people, data, and AI in one platform. It centralizes projects and information in channels, making collaboration easier and faster. With over 2,600 apps and custom integrations, Slack provides the tools and context needed for data-driven decisions. It also integrates with systems like Salesforce, ensuring teams have real-time information to work efficiently from anywhere.
Receipt Bank is a platform designed to manage receipts, invoices, and other documents crucial for maintaining accurate financial records. You can capture and upload documents using your phone’s camera, email, PDF scans, or automatic fetching. Once submitted, Receipt Bank’s automated extraction engine reads the key information and presents it in an easily manageable format, ready for download or transfer to connected accounting software. The document image and its associated data are securely stored for future reference.
MileIQ automates mileage tracking, providing an accurate and automatic record of your drives. No more manual logs—just precise records that lead to more mileage deductions and less stress year-round. You can easily classify trips as business or personal, and when it’s time to claim mileage reimbursement or tax deductions, it’s as simple as swiping your finger.
ItsDeductible makes it easy to track your donations and maximize your tax deductions. It includes a list of hundreds of items like clothing, furniture, appliances, and household goods, with assigned values based on quality (high or medium). You can use these values to claim charitable contributions when donating to organizations like Goodwill.