AccountGo SaaS – Accounting and Billing Tool

Overview

AccountGo SaaS is an account management software that facilitates ease in revenue calculation by keeping a tab on all the accountancy matters of business. Based on Laravel, this accountancy software will make your business operations smooth and convenient. A graphical and tabular representation of various elements will help you make informed decisions for your firm. With a SaaS version, create plans using a Super Admin Login.

Demo

Url : Demo Link
Login as Super Admin : [email protected] / 1234
Login as Company : [email protected] / 1234
Login as User : [email protected] / 1234

What to expect from AccountGo SaaS – Accounting and Billing Tool

• A visually attractive dashboard to understand business activities
• Restriction on staff permissions
• Curation of various roles for users by selecting permissions on various modules
• Availability in multiple languages makes it a tool accessible on global platforms
• Settings to add currencies according to the requirement
• Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
• Creation of constant for Taxes, Payment Method, and other parameters
• Management of banking by creating accounts, making transfers, and managing transactions
• Creation of Invoices and Bills and management of revenue and payment
• Customers can pay the invoice via Stripe and Paypal
• Creation of a detailed list of your products and service offerings
• Inventory Management in Invoice and Bill
• Customer/ Vendor Statement Report
• Email Templates
• Added .csv export feature in report modules
• Added GDPR Cookie to make the next visit easier and more useful
• Proposal, Invoice, & Bill Modules with QR Code
• reCaptcha in Login & Reset Password Page
• Contract Module for Digital Signature
• Product Stock Report
• Integration of Cloud Data Storage like Local, AWS, and Wasabi
• Retainer Payment Module
• Customized settings options for RTL on/off, Primary Color, Sidebar, Layout
• Themes Color Setting, Transparent Layout, and Dark Layout under Theme Customizer
• Email Verification Security in the User Registration
• Enabling/Disabling User Register Module by the Admin
• Company can send plan request & Admin can accept or reject plan request (Manually Payment Gateway)
• Twilio Integration
• Multiple taxes
• 10 attractive pdf templates and a color palette to customize your invoice & bills
• A user-friendly RTL experience for customers using Arabic, Hebrew, and Urdu-like languages
• Any of the plans’ payments can be done using 20+ diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall, toyyibPay, PayFast, SSPay, Iyzipay, PayTabs, Benefit, Cashfree, aamarPay, Yookassa, Midtrans, and Xendit.
• Built with Laravel 10

Salient Features of AccountGo SaaS – Accounting and Billing Tool

Create plans and get payment – a special SaaS Feature

With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. Get payment using various payment gateways. The plan would be disabled if not renewed after its expiry.

Dashboard

Get an overview of total customers, vendors, invoices, and bills along with numeric charts for Income vs. expenses, Latest Income, and Expenses. Individual Graph representation of Cash Flow, Income categories, Expense categories, and Income – Expense Chart will give a visual status of various accounting details of the business.

Assign roles to each staff

Our multi-user accounting tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.

Manage your Products and Services

Manage your product and services list by assigning SKU, tax, units, categories, sales price, purchase price, and descriptions. You can also edit this list according to changing times. With this, you would have a complete tab on your account matters, and you won’t have to go places to find product details.

Customers and Vendors Access

Maintain a database of your customers by creating their unique email addresses. Customers can log in and view the status of their invoices and transaction details as and when required. You could maintain the records for their shipping and billing address, thereby facilitating ease in trade. Similarly, vendors could access their bills and transactions by assigning them their unique Email addresses.

Manage your Proposals

Creating and sending proposals has never been easier. Create new proposals by selecting customers and adding products/ services to that list. You can edit existing proposals by adding or removing products. You can send these proposals and also check the status of these proposals. Create duplicates and convert these proposals to invoicing through a simple click. Just imagine the number of work hours you would save through this.

Description

While creating invoices, proposals, and bills, you can describe the item/ special comment in the description box and can add the custom fields as required along with the basic features.

Twilio Integration

The Twilio Integration for receiving the text messages of the jobs performed is a convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.

Banking

Create Account

Create new accounts with ease and flexibility by updating information like Account holder name, Bank name, Account number, opening balance, and contact number. Edit the essential information as and when required.

Transfer Money

Maintain the records and transfer at ease an amount from one bank account to another through various modes. You could search for particular transfers through easy filtering.

Manage Transactions

Easy management of transactions through a detailed list of transaction charts. Search and filter out the transactions by selecting individual accounts.

Income

Manage Invoices

Edit the existing invoices by adding new items/products. Download, print, or Resend the invoice with a simple click. Send payment reminders and add payments with ease. Customers can pay the invoice via Stripe and Paypal as well as with a QR Scan.

Revenue Management

Record the newly generated revenue by creating new revenue. Change the source of revenue and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.

Expense

Manage Bills

Edit the existing bills by adding payments. Download, print, or Resend the Bill with a simple click. Check the status of payments and edit your payment summary.

Payment Management

Record the newly generated expense by creating new payments. Change the categories and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.

The Dynamic Setting for Decimal Places

Updating the value on decimal places is easy to access from the System Setting.

Display of Amount in Bill/ Invoice PDF

The user can update the vendors’ bills/ customers’ invoices with the appropriate display of Paid, Due, and Debit/ Credit Note Amount while generating the PDF.

Budget Planner

A budget is a financial plan for a specified period to keep in check with the working capital. This feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs. The main categories are “Income” and “Expense” where one can edit /update /delete the sub-categories as well.

Inventory Management in Invoice and Bill

Isn’t it effortless to check the inventory status of each of the items you are using for your business activities? Sounds Fascinating!
Here, through the inventory management feature, you can monitor the inventory of each item you have registered with you. After generating the Invoice/ Bill, the quantity will automatically be updated in “Product & Services” for scrutiny. Overall, it is painless to maintain the inventory level of the products.

Customer/ Vendor Statement Report

With the help of this “Customer/ Vendor Statement Report” Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details along with the transaction history with the customer/ vendor.

Reports

Get a report on transactions with an easy filtering option. Download the required account statements in either PDF, CSV, or Excel format. You get duly prepared reports on individual Income, Expenses, Tax, Invoice, and bill summary. Filter them based on Account, category, and customers. Also, a graphical display of the Income VS Expense chart along with a detailed calculation of Profit and Loss will help you make informed decisions. Filter the tax summary and Income VS Expense chart based on financial years.

New feature for export report data

Various report data like transactions, summaries, and statements can be exported as Excel, PDF, and CSV files.

Email Templates

The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time. Additionally, this provides readiness, uniformity of drafts, accessibility, and reduced effort required to draft the same email repeatedly. These templates can be created according to various needs.

Goal

Create goals for particular activities and assign a time frame and amount to them. Its graphical presentation on the dashboard would help in the easy achievement of these tasks.

Asset

Manage your asset list by editing and deleting assets from the list. You can create new assets by assigning duration, descriptions, and amounts to them.

Constant

Create the tab for constant by adding and creating tax rates, categories, Units, and Payment methods. This would facilitate ease in generating invoices and bills.

Integration of Cloud Data Storage like Local, AWS, and Wasabi

Integration of Cloud Data Storage like Local, AWS, and Wasabi
Protection of your is indeed mandatory. This feature of Cloud Data Storage helps the user with the same.
It facilitates both the internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a range of requirements of costs, availability, performance, recovery, and migration. AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient.

Added GDPR Cookie to make the next visit easier and more useful

The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission. Because the initial log-in process will be skipped and the user will be taken directly to the landing page, this will save time.

Company Settings

Customize your site setting by adding the files of the logo and creating the text for the title. Create the custom settings for the company and Email address. With system settings, you could add currencies and determine their location.

Webhook

Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and boosting platform capabilities.

AI Integration

AI Integration is an advanced software program that employs artificial intelligence to perform tasks, enhancing productivity.

Changelog

Here you can see what updates came out and did we bring new to the version. Check Changelog

Support

Please send support request here for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in the comments section.