Accounting Software & Services

Flexible technology for companies and nonprofits who
treat people and the planet well


Get a better accounting system in place—
one that will adapt and grow with you for decades

Many organizations need more than stock software in today’s complex world. Modifiable software is often a necessity. It helps with stability, management success, and customer experience to have your financial or inventory management software guide your workflow and exactly match the way you want to work.


1. Your personalized plan

With our expert technology impact assessment, you’ll understand exactly where to prioritize to gain the best benefits and ROI.


2. Your flexible tools

You’ll be 100% free to operate the way you want to, with the most adaptable accounting, fund accounting, ERP and financial management software available.


3. Your trusted partner

We’ll help you with ideas, support, and system improvements as you keep innovating and responding to market changes over the years.

Choose the industry that fits you

Our clients really benefit from a change to their software when they have a core need like one of these:

1. You have a  defined process…
Now you want to automate it

You can have a continuously flowing process that really makes things hum. We’ll integrate specialty software with your accounting, eliminate manual steps, remove workarounds, get your data flowing, and help your team brush up on any needed software skills.

2. You have a smooth process…
But something new is happening

You expanded your market and order processing is backlogged. Or you’re bringing payroll in-house. Or you’re adding ecommerce to stay competitive. Sometimes it’s a simple process adjustment. Other times your software has to change; we’ll adapt it to fit to your new requirement

3. You have a simple  process…
Yet your software can’t scale up well

Maybe your accounting system is now too cumbersome because you have more transactions. Or you need to comply with new regulations but the software can’t do it. We’ll move you to a terrific mid-tier system that’s affordable and will serve you for many years to come.

4. You have a complex process…
You want it to run really well

You know your business well and have done some process optimization. Now you want a plan for getting to the next new levels of efficiency. We’ll examine your process and help you map out priorities with suggestions, ideas, best practices and options. And we’ll help you get started too.

5. You have an outdated process…
Now someone new is in charge

Does the younger generation of your family business now have the helm? Do you have a new CEO, or maybe you’re the new CEO? New leadership brings new energy and a readiness to modernize, innovate and streamline. We’ll help make your software support your vision.

“The point of accounting is to be mindful of all parts of your operations and appropriately care for them.”

Extra-flexible accounting software

AccountMate is used in over 200 industries for accounting, financial management, workflow management and ERP

With AccountMate, it’s easy to run things exactly the way you want:

  • Optimize tools for each job
  • Keep your workflow moving well
  • Support your unique requirements
  • Test and tweak your ideas
  • Get better data to inform your decisions
  • Handle growth and complexity
  • Be self-reliant with less risk and more options

AccountMate is completely open, giving you a brilliant ability to dream and innovate anything. At the same time it’s a pragmatic, cost-effective, rock-solid accounting system.

It will serve you well for decades without you having to re-buy a system or throw out your knowledge and experience to move to a new system.  You get self-reliance and control, and complete flexibility over when you upgrade.

Choose from a wide variety of modules and add-ons. Buy only what you need, only when you need it.

Examples of add-ons to fit key processes

  • Service dispatch & route management

    Give your drivers optimized routes and schedules on their mobile devices – along with order processing, contact info, inventory lookup, and more.

  • Point of sale

    Run your specialty retail register with simple transaction screens, strong cash management, inventory management, customer communications and more to maximize efficiency.

  • Mobile sales

    Let your sales team manage the entire sales process from their mobile devices while they’re with customers, without waiting to get back to their desks.

  • Ecommerce

    Have orders from your website, Amazon and other online stores automatically create sales orders and integrate with your accounting in real time 24/7.

  • Automatic document delivery

    Make document delivery paperless and fast – get your orders, statements, invoices, POs and more from your accounting system to all the right people

  • Customer relationship management (CRM)

    Track all data and activities for your customers, funders, vendors and others, in a central place that AR, shipping and other functions can automatically pull from.

  • Business intelligence

    Pull existing data and financials from your system into easy real-time reports and automated alerts, so you can make better decisions and head off problems.

  • Payroll reporting

    Automate your electronic filing and payroll reporting process for employee federal and state-specific W-2s and 1099s.

  • Packing & shipping automation

    Stay on top of your shipping details, automates manual steps, increases accuracy, and lets you and your recipients track every shipment’s details.

  • Fixed asset management & depreciation

    Simplify your fixed asset management and audits, stay current with ongoing tax law changes, and clean up your inconsistent depreciation calculations.

  • Shop floor automation & scheduling

    Integrate your manufacturing workflow with planning, scheduling, BOMs, costing, ordering, routing, machining, inventory and accounting.

  • Job costing

    Get full job costing analysis from “estimate” to “actual,” looking at labor, materials, subcontracting and billing to help you stay profitable in each job.