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Finance & Accounting

Finance & Accounting

Change the way you control and power your vital financial and accounting processes. Don't just crunch numbers — get a powerful, all-in-one platform for all of your financial process .

Manage every finance and accounting process
SmartSuite brand elements

Maintain
Clear Oversight

Manage capital investments, track debts and repayment schedules, and manage corporate audits through connected, easy-to-use solutions.

Manage
Authorizations

Track requests and authorizations and keep pristine records for all financial controls. Centralize financial procedures and policies.

Build &
Track Budgets

Set spending priorities and allocate funds from top-down, from simple small business budgets to complex departmental planning.

Use
Powerful Calculations

Unlocked SmartSuite's calculation engine and take the typical spreadsheet to the next level. Roll-up key metrics into dashboards, track KPIs for all your core processes and track your sales pipeline.

How SmartSuite Works for Your Team

SmartSuite unites your information, processes and collaboration tools. See how our key features can be used to help your team reach its goals.

Dashboards

Craft financial process reports and dashboards to track workflows and analyze key financial metrics.

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Collaboration

Create a service-first mindset in supporting company wide programs and cross-functional teams.

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Roles & permissions

Manage sensitive processes. Define roles and lockdown access to delicate financial information without compromising your workflow.

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Task management

Keep your finger on the pulse and ensure teams understand the most important items to tackle. Assign financial tasks across the organization to make it easy to complete key work.

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Integrations

Integrate with accounting software or productivity tools to amplify your results while centralizing your processes.

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Real-time notifications

Track key financial controls and never miss a deadline with automated notifications.

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Automations

Push-and-pull process action items by triggering automated workflow, whether its for periodic financial processes or daily accounting needs.

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Security & privacy

Keep your mission-critical finance and accounting processes safe, secure and private on top of industry-leading technology protocols.

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Explore All Features

Finance & Accounting

Centralize OPEX purchase requests or leverage workflow approval for the right leadership visibility

Purchase Request

Centralize OPEX purchase requests or leverage workflow approval for the right leadership visibility. Track by department or category for budget vs. expense tracking.

Centralize OPEX purchase requests or leverage workflow approval for the right leadership visibility
Easily implement company policies on travel authorization, expense receipts, per diems, etc.

Travel Requests

Team members can submit travel request and submit reimbursement requests in this solution. Easily implement company policies on travel authorization, expense receipts, per diems, etc.

Easily implement company policies on travel authorization, expense receipts, per diems, etc.
Designed for capital-intensive companies, this solution empowers teammates to request capital expenditures

CAPEX Request

Designed for capital-intensive companies, this solution empowers teammates to request capital expenditures. Map spend back to budgets by linking to our Small Business Budget solution.

Designed for capital-intensive companies, this solution empowers teammates to request capital expenditures
Library of business card design options

Business Card Request

This simple solution stores a library of business card design options and allows teammates to quickly request their preferences for quick approval and fulfillment.

Library of business card design options
Track business expenses and goods sold on a monthly basis on SmartSuite or use the platform in conjunction with Quickbooks, Xero, Freshbooks and more.

Small Business Budget

Track business expenses and goods sold on a monthly basis on SmartSuite or use the platform in conjunction with Quickbooks, Xero, Freshbooks and more.

Track business expenses and goods sold on a monthly basis on SmartSuite or use the platform in conjunction with Quickbooks, Xero, Freshbooks and more.
From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

Vendor Management

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.
Keep your investment transaction documents organized, track a history of transactions and debt obligations

Investment & Debt Tracker

Keep your investment transaction documents organized, track a history of transactions and debt obligations. Ideal for startups fundraising through equity investment or debt. Note: Not a Cap Table management tool.

Keep your investment transaction documents organized, track a history of transactions and debt obligations
Raise capital and manage your investment pipeline

Fundraising CRM

Get relief with an easier way to raise capital and manage your investment pipeline. Startup founders on the venture-backed path can close more conveniently than ever.

Raise capital and manage your investment pipeline
Attach key documents, financials, investor information — anything and everything your CPA needs.

Tax Preparation

Make your periodic tax prep cycle a little easier with this simple solution. Attach key documents, financials, investor information — anything and everything your CPA needs.

Attach key documents, financials, investor information — anything and everything your CPA needs.
Log customer orders, manage fulfillment checklists, and create invoices in one spot

Orders & Invoicing

Escape manual order management and invoicing with a uncomplicated system. Log customer orders, manage fulfillment checklists, and create invoices in one spot.

Log customer orders, manage fulfillment checklists, and create invoices in one spot
Audit-planning solution that organizes, categorizes and streamlines inputs

Audit & Assurance

Make audits easier than you ever imagined with this audit-planning solution that organizes, categorizes and streamlines inputs.

Audit-planning solution that organizes, categorizes and streamlines inputs
Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Venture Deals & CRM

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.
Ensure that your bids comply with applicable regulations and procedures

Bid Compliance

Ensure that your bids comply with applicable regulations and procedures.

Ensure that your bids comply with applicable regulations and procedures

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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022