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Software & Services

Flexible Accounting & ERP Solutions with Ethics

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

  • Focus on best practices with modifiable software to support stability, management success, and customer experience.
  • Implement software that guides your workflow and exactly matches the way you want to work.
  • Move to a single, integrated system for all your key functions to get high performance and responsiveness.

1. Your personalized plan

With our range of consulting services, assessments, and our 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.

Years we've designed and supported AccountMate systems, since 1989

Functionalities we've tailored to custom-fit specific business needs

Add-on applications we've brought to market

We have the experience and reputation you can rely on long-term. AIS has been recognized by AccountMate as National and Regional Most Valued Partner. We know and work with many, many AccountMate business partners, programmers, vertical solution providers, and longtime AccountMate employees.

We’re a boutique company not a giant corporation. We actually care. We do what we promise. We use software to solve business problems and improve your ROI. What makes us different is the flexibility to customize the software to do anything; the quality of our work and our client relationships; and the integrity of every aspect of the way we work with you.

When your software or your service provider is no longer giving you what you need, put a better experience in place:

1. You have an outdated process…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.

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

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 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.

It’s easy to run things exactly the way you want with AccountMate

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

  • 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 100% open and changable, giving you a brilliant ability to dream and innovate anything

At the same time it’s a pragmatic, cost-effective, rock-solid accounting system.

AccountMate 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 AccountMate add-ons to fit your processes

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.

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.

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.

Automatic document delivery

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

Shop floor automation & scheduling

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

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.

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.

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.


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.


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

Payroll reporting

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

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