Explore Our Features
E-commerce Payout Reconciliation
Payout Schedule
Automatically retrieve payouts on a custom schedule, ensuring your reconciliation process starts immediately.
Automatic Reconciliation
Remove manual errors and streamline processes with fully automated reconciliation for every payout.
Order Accounting Management
Manage accounting tasks order-by-order, giving you control and precision over every transaction.
Workspaces & Workflows
Customize reconciliation workflows using powerful ruleset libraries, templates, and even custom code.
Floorplan Reconciliation
Inventory Financing Records
Track detailed inventory financing records, giving you insights into costs and balances for each vehicle.
Automated Cost Tracking
Monitor costs over time, automating updates based on reconciliations, ensuring accurate financial reporting.
Compliance Management
Ensure your records meet lender requirements, with checks and automated alerts for compliance.
Dealer Reserves Reconciliation
Reserves Tracking
Keep detailed records of all reserve accounts, including tracking balances and reserve changes over time.
Automated Reserve Calculations
Calculate reserves automatically, minimizing errors and ensuring accuracy in financial reporting.
Compliance Monitoring
Ensure compliance with lender agreements by tracking reserve requirements and alerting for discrepancies.
Other Application Features
Team Chat
Collaborate with your team and create hyper-focused, solution-based chat rooms for any given task or process.
Some example chat rooms:
- Floorplan Rec: FEB 2024
A conversation about reconciling a Floorplan statement for February 2024
- Physical Inventory 2024
Prep for physical inventory. This one is expected to be big
Cass, Your AI Assistant
Trained on all dealership accounting tasks and always available
Cass is ready to assist with anything from complex reconciliation queries to routine accounting processes. Available 24/7 to streamline workflows:
- Provide insights into a reconciliation
- Give advice on improving reconciliation strategies
- Build custom rulesets for automating your reconciliations
- Provide context to a chat by fetching and analyzing reconciliation data
Integrations
Partners, Integrations, APIs, and more
Seamlessly connect with industry-leading platforms and tools:
- Payment Processors: Integrate with PayPal, Authorize.net, and others to streamline transactions.
- Shipping Partners: Connect with ShipStation for order and shipment data.
- Data Management: Google Sheets, custom SFTP integrations, and APIs for real-time data flow.
- Lending Institutions: Direct integrations with select lenders to simplify financial reconciliations.
Reports and Dashboards
Analytics, Custom Reports, and Real-Time Dashboards
Gain insights and make data-driven decisions with powerful reporting tools:
- Custom Reports: Generate tailored reports based on your specific needs, including financial, inventory, and sales data.
- Real-Time Dashboards: Access live dashboards to monitor key performance indicators and stay updated on critical metrics.
- Export Options: Export reports in various formats (PDF, CSV, Excel) to integrate with other tools and workflows.
- Scheduled Reports: Automate report generation on a daily, weekly, or monthly schedule for streamlined reporting.
We take feature requests seriously!Let us know if there is something missing.