Enhancing Finance and Accounting Operations

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

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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Centralize the management of your finances

Centralize The Management
Of Your Finances

Consolidate the information and workflows needed to manage your core financial processes in a single system. Authorize capital investments, track debts and repayment schedules, and record who approved each request. Build budgets and monitor financial performance with dashboards and reports that make performance indicators available at a glance. Navigate financial audits easily with organized, accurate data available on demand.


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Explore All Features

Finance & Accounting

Click on the cards below to view a live, read only version of the solution template.
Centralize OPEX purchase requests or leverage workflow approval for the right leadership visibility
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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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/NDy1Ss2shm/
Easily implement company policies on travel authorization, expense receipts, per diems, etc.
View Interactive Demo

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.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/CHyYXI5Q9C/
Designed for capital-intensive companies, this solution empowers teammates to request capital expenditures
View Interactive Demo

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/7ZN7TB7tfP/
Library of business card design options
View Interactive Demo

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/AnNJvS0ykb/
Track business expenses and goods sold on a monthly basis on SmartSuite or use the platform in conjunction with Quickbooks, Xero, Freshbooks and more.
View Interactive Demo

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.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/RAjojajD35/
From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.
View Interactive Demo

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.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/QcL66X5bjc/
Keep your investment transaction documents organized, track a history of transactions and debt obligations
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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
https://app.smartsuite.com/public/pb7v5n6n/solution/611e6e1e8fd0f2ec6c9a29b2
Raise capital and manage your investment pipeline
View Interactive Demo

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/LdCsSBX6v2/
Attach key documents, financials, investor information — anything and everything your CPA needs.
View Interactive Demo

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.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/FYGXJrug7G/
Log customer orders, manage fulfillment checklists, and create invoices in one spot
View Interactive Demo

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/S7SDpHbBCG/
Audit-planning solution that organizes, categorizes and streamlines inputs
View Interactive Demo

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/hOYCdStkDD/
Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.
View Interactive Demo

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.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/FOfkLv2SqI/
Ensure that your bids comply with applicable regulations and procedures
View Interactive Demo

Bid Compliance

Ensure that your bids comply with applicable regulations and procedures.

Ensure that your bids comply with applicable regulations and procedures
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Jr6hDfj9jJ/
Track business loans, bank docs, debt schedules and terms with this simple template
View Interactive Demo

Loan Tracker

Track business loans, bank docs, debt schedules and terms with this simple template.

Track business loans, bank docs, debt schedules and terms with this simple template
https://app.smartsuite.com/public/pb7v5n6n/solution/611e981458d5a64d326367ef

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