Top 15 accounting

TOP 15Accounting Software Vendors REVEALED

2013 Edition

Profiles of the Leading Accounting Software Vendors For more information, visitBusiness-Software.com/Accounting

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About Accounting Software As today’s global marketplace becomes more sophisticated, the number and complexity of mission-critical financial transactions that companies conduct on a day-to-day basis continues to grow exponentially. Even small and mid-sized businesses are plagued by a rapidly increasing volume of financial processes that are highly intricate and multi-faceted. These activities, while important, are administrative in nature and often distract staff from more strategic planning initiatives that directly impact company prosperity and growth.

Additionally, as legislative pressures continue to grow, and the rules imposed by Sarbanes Oxley, BASEL II, and other regulations become more stringent, businesses need to find better ways to ensure compliance by effectively logging, tracking, auditing, and reporting their financial data.

What is Accounting Software?Accounting software is designed to automate the processing, recording, handling, storage, and access of various types of business financial transactions and associated information – improving efficiency, accuracy, and cost-effectiveness in finance and accounting operations. It also gives companies a powerful mechanism for streamlining their vital financial processes, as well as implementing formal procedures for the collection, maintenance, and presentation of financial data.

Key Benefits for Your CompanyAn accounting software package can deliver significant value:

Elimination of man-made errors, for improved accuracy and consistency of financial data. Compliance with regulatory laws and guidelines through increased speed and integrity of financial reporting.Enhanced efficiency of financial staff through replacement of cumbersome, paper-heavy manual processes with fully automated activities.Greater revenue and business growth through improved visibility into financial status, as well as more informed strategic financial planning.Increased ability to identify and leverage new revenue opportunities through in-depth reporting and analysis.

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Does My Company Need Accounting Software?Every company in every industry can benefit greatly from an accounting software package. Not only will accounting software help improve the way critical financial-related processes are managed across the business – resulting in increased efficiency and smoother execution of core business operations – it can help companies avoid the risks and severe penalties associated with non-compliance with financial reporting laws and guidelines.

Common Accounting Software FeaturesThe accounting software packages on the market today provide a broad range of capabilities designed to improve the way companies execute, manage, and monitor their most important financial transactions. Most available offerings provide support for:

Accounts receivable and debt collection. With accounting software, companies can better track monies owed, payment due dates, and outstanding balances. As a result, they can facilitate faster recognition of revenues and other income. Additionally, past due balances and non-payments can dramatically impact cash flow and related activities. With accounting software, companies can better understand where outstanding debt exists and why, and accelerate time-to-collection. Accounts payable. Financial staff can more effectively manage bills, payments, and monies owed by the company. General ledger. Accounting software systems can dramatically improve the way a company manages its “books”, the primary, centralized log of all key financial activities and information. Billing and invoicing. With accounting software, businesses can more rapidly generate comprehensive invoices and account statements for clients. Purchase orders. An accounting software package can help procurement professionals improve the efficiency and accuracy of purchase order creation. This promotes better vendor relationships, while ensuring timely and effective ordering of parts, components, and other supplies. Sales orders. Companies can automate and improve the way they process, fulfill, and track customer orders.

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About Accounting Software

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Reporting. Accounting software packages provide the ability to generate complete balance sheets, profit and loss statements, and other standard financial reports. Additionally, many of them offer ad hoc analysis capabilities, so financial professionals can easily satisfy their own unique information needs.

What to Look for When Choosing an Accounting Software PackageIntegration Financial teams interact with other business units more frequently than any other department. Therefore, seamless sharing of vital information is crucial to ensuring smooth, problem-free transactions. The accounting software you choose must tightly integrate with other business systems across your company. For example, your accounting software must link directly to your inventory management and supply chain systems, to ensure that sufficient stock levels are kept to meet all demands. And, it should tie into sales force automation systems to guarantee accurate and timely collaboration on forecasts.

Support for Industry-Specific TransactionsSome sectors, such as consulting and other service-intensive industries, face unique challenges when it comes to managing accounting and finance operations. While off-the-shelf accounting software solutions will satisfy the needs of most businesses, those that have unique vertically-oriented requirements should consider choosing a vendor with a pre-packed application specifically for their industry, or one that has extensive experience working with similar companies.

Advanced FeaturesNot all accounting software solutions offer the same level of functionality. Some provide support for advanced financial transactions, such as employee expense management, budget management at the departmental level, payroll and time sheet management, and purchase requisition management. If your company requires features such as these, be sure to work closely with your vendor to ensure that the appropriate capabilities are in place.

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Top 15 Accounting Vendors for Mid-sized BusinessesYou have many options when choosing an accounting software vendor. To make it a bit easier, we’ve featured some of the leading accounting solutions in this paper. Review these vendors, and you’ll be well on the way to finding the right accounting software package for your business.


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www.netsuite.com | [email protected] | 1-��0-�27-1000

HigHligHtsThe #1 web-based accounting system with over 6,600 customersSingle integrated suite for CRM, ERP and Web commerceHosted, on-demand software - no hardware to procure, no large, up-front license fee, and no complex set-upsWeb-based - all data is always up-to-date and available from anywhereAward winner - eWeek, CRM Magazine, InfoWorld, PC Magazine, and The CPA Technology Advisor

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HeADquArTerS: San Mateo, California

BuSiNeSS MoDeL: Hosted (SaaS, On-Demand)

oWNerSHiP: NYSE: N

FouNDeD:1998, California

ACCouNTiNg SoLuTioNS: NetSuite ERPNetSuite Small Business

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CuSToMer FoCuS: NetSuite has thousands of customers globally, spanning a wide range of industries, company sizes, and business needs.

SeLeCT CuSToMerS: Oakland Athletics, NC State University College of Management, Filice InsuranceNovak Conversions, Inc., China Manufacturing Network, CaseCentral

PriCe: NetSuite is $�99 /month base fee and $99 /user /month (includes maintenance, support is extra)


About NetSuiteFounded in 1998, NetSuite Inc. is a leading provider of on-demand enterprise resource planning (ERP) and customer relationship management (CRM) application software for small and medium-sized businesses.

NetSuite’s mission is to enable its customers to make better, faster decisions in a highly competitive marketplace. This primary focus drives the features and benefits of their product line, which combine complete CRM, ERP, and Web capabilities in a single all-inclusive application. NetSuite is designed to allow companies to unite departments and automate processes, beginning with sales leads and ending with customer invoices. From there, companies can leverage NetSuite to unite departments, automate processes, and gain enhanced insight into their business.

As an on-demand, Web-based solution, the NetSuite software suite significantly reduces your total cost of ownership. It’s faster and less expensive to implement than traditional software. Additionally, with NetSuite you no longer have to purchase hardware, or maintain and upgrade software. Plus, its simple user interface facilitates quick end-user adoption.

NetSuite Accounting ProductsNetSuite is the first on-demand Accounting / ERP solution that supports all your back-office operations. NetSuite offers a comprehensive business suite with everything you need in one powerful solution. With NetSuite, you can manage financials, order fulfillment, purchasing, inventory, time and billing, payroll, employee self-service, Web presence, and more. The Accounting / ERP software system components are tightly integrated, giving you access to real-time business intelligence to make better decisions. And you can automate business process across the company.

What this means is your entire business can run in real time. Employees can move faster and smarter. Customers are served better. Orders can be filled and tracked more quickly and easily, with inventory levels updated in real time. And with full visibility into inventory by sales reps for order promising and by planners for purchasing, companies can lower inventory levels, analyze inventory costs and collaborate with vendors more effectively. Most important, NetSuite Accounting / ERP is seamlessly integrated with CRM and


About NetSuiteecommerce for end-to-end business process management across your business. And because NetSuite is an open system, you can also seamlessly integrate with third party, industry-specific and legacy software.

NetSuite Financial ModulesFinancials / Accounting ERP - Time & Billing ERP - Order Management & Fulfillment ERP - Purchasing Management ERP - Inventory Management ERP - Front & Back Office Integration

Financials/Accounting ERP General Ledger Accounts Receivable, Accounts Payable Advanced Financials Revenue Recognition Budgeting Multi-currency Order Management and Fulfillment NetSuite Key Strengths

NetSuite, the company’s flagship on-demand Accounting/ERP software application, is also the first and only toolset available to support all the back-office operations of small to mid-sized businesses—in a single hosted system.NetSuite’s web-based accounting and financial applications provide real-time business intelligence on every department within your company, automate business processes across your entire business, and eliminate the majority of IT costs and complexity.NetSuite Accounting/ERP is seamlessly integrated with CRM and ecommerce for end-to-end business process management across your business. And because NetSuite is an open system, you can also integrate with third-party, industry-specific, and legacy software.

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Time and BillingPurchasingInventory ManagementDrop Shipment/Special OrderIntegrated FedEx Shipping FunctionalityIntegrated UPS OnLine Shipping ToolsStandard, Customizable Reports


About NetSuiteNetSuite has earned numerous awards for market leadership and innovation from such leading publications as eWeek, CRM Magazine, InfoWorld, PC Magazine, and The CPA Technology Advisor.NetSuite’s end-to-end enterprise solutions provide integrated front office CRM, back-office enterprise resource planning, and ecommerce in one powerful application with the modularity and flexibility to meet your specific business needs.

NetSuite is instantly available (out-of-the-box) in multiple languages: English, German, French, Spanish, traditional Chinese, simplified Chinese, Russian and Japanese. Delivered via the Internet, NetSuite can be implemented all at once or modularly, depending on your needs.

With thousands of customers globally, NetSuite has positioned itself as a premier global player in the enterprise software application space. In 200�, UK-based Computer Business Review Magazine ranked NetSuite one of the “10 Most Influential Enterprise Applications.”

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Time and BillingPurchasingInventory ManagementDrop Shipment/Special OrderIntegrated FedEx Shipping FunctionalityIntegrated UPS OnLine Shipping ToolsStandard, Customizable Reports


www.intacct.com | [email protected] | 1-877-�37-77��

HigHligHtsFastest growing cloud financial management and accounting company with over 6,000 organizations using IntacctPreferred financial applications by the AICPARobust and comprehensive accounting automationDeep, multi-dimensional, and real-time reportingTrue cloud computing technology that enables remote access and drastically reduced TCO – no hardware, no upgrades, no ongoing IT costsBest-in-class - focused on accounting so you have the freedom to choose the best solutions for you businessTop rated SaaS Accounting Software Solution from CPA Technology AdvisorOne of PC Magazine’s 25 Best Small Business Apps

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HeADquArTerS: San Jose, California

oWNerSHiP: Private


ACCouNTiNg SoLuTioNS: IntacctIntacct Accountant Edition

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CuSToMer FoCuS: Small and medium companies graduating from entry-level accounting software like QuickBooksMedium to emerging enterprise companies switching from on-premises software like Microsoft Dynamics or SageMulti-location companies that need distributed and centralized access and reportingOrganizations in all industries from software and professional services companies to nonprofits and healthcare organizations

SeLeCT CuSToMerS: Mozilla, Guidewire, Great Books Foundation, Prokarma, Consulting Radiologists Ltd., Faith Promise Church

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About intacctIntacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than �,000 organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.

intacct TechnologyDelivered over the Internet via the Cloud, Intacct dramatically reduces IT and operating costs and delivers a far lower total cost of ownership than client-server financial software. Designed to work well with other key business applications and pre-integrated with leaders like Salesforce CRM, Intacct encourages you to select and deploy best in class applications that match the way you do business. Intacct can be accessed via all browsers and web-enabled devices.

intacct Key FeaturesUnbeatable applications. Streamline and automate financial operations with comprehensive, award-winning functionality—from core finance and accounting to public company global financial management. Endless flexibility to support your business. Tailor processes and workflows to fit your evolving business needs—today and in the future. Infinite visibility into business performance. Unlock the power of your business data with real-time, role-based dashboards and advanced reporting capabilities. Exceptional return on investment. See rapid, relevant, measurable ROI and the lowest TCO. Robust control and compliance. Maintain the highest levels of security, segregation of duties, and complete auditability. Powerful functionality for public company requirements. Automate and streamline the complexities of public-company accounting, financial management, and reporting. Support for global operations. Handle the complex tactical and strategic challenges of

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About intacctmultinational accounting, financial reporting, and regulatory requirements. Seamless integration with leading best-in-class applications. Connect applications from the best software companies in the world with Intacct. Unmatched customer satisfaction. Why would more than 97% of their �000+ successful customers refer Intacct to their colleagues?

intacct PricingPricing for smaller companies graduating from QuickBooks begins at just $�00 a month. Larger firms replacing on-premises software systems—Microsoft Dynamics, Sage, Lawson, Deltek, or Oracle, and other mid-market systems—will typically spend from a few thousand to $10,000 or more a month.

intacct HighlightsIntacct helps you meet complicated challenges with sophisticated solutions to automate financial management and accounting. Intacct products include:

General LedgerAccounts ReceivableRevenue ManagementCash ManagementReporting & DashboardsMulti-Currency ManagementGlobal ConsolidationsOrder ManagementSalesforce IntegrationSales & Use TaxProject AccountingFund AccountingAccounts PayablePurchasingInventory ManagementTime and Expense ManagementWeb API

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www.epicor.com | [email protected] | 1-800-999-1809

HigHligHts

Named one of FORTUNE magazine’s 100 Fastest-Growing Companies in 2006Complete ERP, CRM, SCM, and PSA software solutionsDeep experience - founded in 1984, publicly traded, 20,000 customersFocus on mid-market companies

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HeADquArTerS: Irvine, California

BuSiNeSS MoDeL: Hosted and On-Premise

oWNerSHiP: Public 1992 (NASDAQ: EPIC)

FouNDeD:198�, California

ACCouNTiNg SoLuTioNS: Epicor Financials Suite*

CuSToMer FoCuS: Epicor’s Enterprise is designed for small businesses through mid-market organizations and corporations in industry sectors that include: manufacturing, distribution, financial services, retail, hospitality and services.

SeLeCT CuSToMerS: Medex Global Group, Visioneer, InVision Technologies, Physician Sales and Service,TruServ, Viewpoint Construction Software, Boeing Autometric, Lason.

PriCe: Range: $20,000 - $�00,000

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About epicorEpicor, named one of FORTUNE magazine’s 100 Fastest-Growing Companies in 200�, is a global software leader dedicated to providing integrated enterprise resource planning (ERP), customer relationship management (CRM), supply chain management (SCM) and professional service automation (PSA) software solutions to midmarket companies and divisions of the Global 1000.

Founded in 198�, Epicor serves over 20,000 customers in more than 1�0 countries, providing solutions in over 30 languages. Employing innovative service-oriented architecture (SOA) and Web services technology, Epicor delivers end-to-end, industry-specific solutions for manufacturing, distribution, retail, hospitality and services that enable companies to drive increased efficiency, improve performance and build competitive advantage. The company’s solutions provide the scalability and flexibility to meet today’s business challenges, while empowering enterprises for even greater success tomorrow.

Epicor Enterprise is a comprehensive package of proven industry-specific solutions for the global midmarket enterprise. From CRM and professional services automation to financial and supply chain management, Epicor provides adaptable and agile solutions for real-time enterprises. Epicor solutions are complemented by a full range of services, providing a single point of accountability promoting rapid return on investment and low total cost of ownership.

epicor Financial Services ProductsEpicor Financials Suite is a proven, award winning, and versatile collection of highly adaptable, totally integrated accounting applications for the midmarket.

Epicor’s success began with accounting applications. The Epicor Financials Suite was the first accounting software product to receive the coveted Designed for Microsoft® BackOffice™ Logo. Readers of Windows and .NET Magazine voted Epicor “Best Financial Application,” showing that strong core accounting functionality is as important as ever. Now leveraging Microsoft’s .NET Enterprise Servers, Epicor Financials Suites provide enhanced flexibility, low cost of ownership and rapid implementation, with the scalability to grow with your requirements.

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About epicorMost importantly, Epicor Financials Suite offers advanced multi-currency and multi-company capabilities and features to manage business in the global marketplace.

Currently, more than 2,000 customers worldwide use Epicor Financials. Features include:Feature rich ledgers with over a decade of development and enhancements to ensure your needs are always covered.Robust user security maintains control and access to the right people, delivering a core financial solution you can trust.Build the chart of accounts that matches your organizational structure.Sophisticated payment processing support for electronic funds transfer.Integration to your bank’s electronic statements enables automatic bank account reconciliation.Through the provision of advanced allocation calculations and entries, customers can expect to close their books more quickly, efficiently and cost effectively.Incomparable drill-around transactional and analytic inquiry capabilities with Epicor Explorer.

epicor Key StrengthsEpicor’s Enterprise on-demand finance and accounting solution is a comprehensive software suite established to ensure a connected and seamless organization, with trusted financial information at the core. The company’s accounting application features robust user security, which lets you maintain control and grant access to the right people, delivering a core financial solution you can trust.Epicor’s financial management tool also delivers feature-rich ledgers, with over a decade of development and enhancements, to ensure your needs are always covered.With Epicor Enterprise, you can build the chart of accounts that matches your organizational structure, and you get sophisticated payment processing support for electronic funds transfer.Through the provision of Epicor Enterprise’s advanced allocation calculations and entries, customers can close their books more quickly, efficiently, and cost effectively.Epicor Enterprise product was named Best ERP Solution in 200� Windows IT Pro Readers’ Choice Awards.

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About epicorepicor Financial Modules Finance and Accounting

General Ledger Accounts Payable Accounts Receivable Cash Management Advanced Allocations Asset Management Contract Management Human Resources/Payroll

Sales Tax Management

Epicor spans the globe, with more than 2,100 dedicated professionals in offices across the Americas, Europe, Middle East, Africa and Asia Pacific regions. Working in a unified global services/support infrastructure operating 2�x7, the company’s people serve more than 20,000 customers in 1�0-plus countries, in more than 30 languages. Epicor support centers in all of its major operating regions, along with software development centers in the United States, Mexico and Russia, help ensure that its customers receive only the highest quality product and service.

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www.intuit.com | [email protected] | 1-888-23�-9�01

HigHligHts

Full-featured, end-to-end financial solution for the enterprise Deep experience - founded in 1983, publicly traded, behind trusted brands, QuickBooks, Quicken, and TurboTaxQuickBooks is recommended by more accountants than any other packageMoney back guarantee

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HeADquArTerS: Mountain View, California

BuSiNeSS MoDeL: On Premise (pre-packaged software)

oWNerSHiP: Public (NASDAQ (GS): INTU)


ACCouNTiNg SoLuTioNS: Quickbooks Enterprise Solutions 8

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CuSToMer FoCuS: QuickBooks for small businesses, QuickBooks Enterprise for fast-growing small businesses and mid-size companies. QuickBooks Enterprise is available in contractor, manufacturing and wholesale, nonprofit, professional services, and retail editions.

SeLeCT CuSToMerS: Don Shula’s Steak Houses, South Bay Boat Yard, North American Electric Motors, Pollution Control Financing Authority, Bubbles Car Wash, Lil’ Guys Foods

PriCe: Enterprise Solutions starts at just $3,000 for a �-user license and a one year membership to the Full Service Plan, which includes training, a support engineer dedicated to your company, 2�x7 product support, automatic upgrades, reporting services and more.


About intuitWith its origin dating back to 1983, Intuit has grown to be the pre-eminent small business and personal finance software developer, with its Quicken family of products. Initially designed to simplify a common household dilemma: balancing the family checkbook, QuickBooks has established itself in little more than two decades, to be a market leader for Intuit, with revenue topping $2.� billion. Intuit is publicly traded on the NASDAQ stock exchange, and recognized as America’s most-admired software company and as well as one of the country’s best places to work.

Intuit’s traditional flagship products – Quicken, QuickBooks, and TurboTax – are showcased as testament to the company’s commitment to revolutionize the way people manage their small businesses and personal finances. Intuit’s lineup of tax preparation products helps individuals and small business owners easily and accurately do their own taxes with confidence. And working with accountants, Intuit’s products have become a staple of American small business.

While the company is know respected for QuickBooks accounting software that makes accounting and business management tasks fast and easy for small businesses. They are doing the same for larger, growing businesses with QuickBooks Enterprise Solutions - the most powerful QuickBooks product ever.

Enterprise Solutions has the power and flexibility to meet the unique needs of your business as it grows, for thousands less than other more complicated accounting software systems.

intuit Key StrengthsIntuit’s QuickBooks Enterprise Solutions is a full-featured, end-to-end financial solution for the enterprise. The tool performs in-depth financial analyses, tracks inventory parts and BOMs, and controls user permissions for over 11� activities.Currently, more than 2�,000 businesses are using QuickBooks Enterprise as an alternative to their current business management systems. Revenue at Intuit is up 11� percent over last year as more companies recognize the power of the product. The power of QuickBooks Enterprise is reflected in the latest upgrades, including a new powerful SQL database and faster multi-user performance. For companies looking for increased scalability.

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About intuitThe QuickBooks Enterprise tool lets you know where your business stands with 120 built-in reports, or you have access to the included ODBC driver to retrieve Enterprise Solutions data with OD BC-compliant applications such as Microsoft Excel or Access for even greater reporting capabilities.Enterprise Solutions integrates with more than �00 QuickBooks-compatible business applications, including job costing, e-commerce, and customer management systems, to solve your unique needs. You can also work with one of over 100 software professionals in QuickBooks’ Developer Network to custom-design a solution to your exact specifications.Best for multiple users, the company’s Enterprise Solutions Industry Editions are available in Contractor, Manufacturing and Wholesale, Nonprofit, Professional Services, and Retail editions.Low cost of ownership. Enterprise Solutions starts at just $3,000 for a �-user license and a one year membership to the Full Service Plan, which includes training, a support engineer dedicated to your company, 2�x7 product support, automatic upgrades, reporting services and more. Other systems can cost tens of thousands of dollars more for the software licenses, implementation, training, and support.

Financial ModulesPerformance and Capacity Accounting and FinanceAccounts PayableAccounts Receivable Reports and Analytics Inventory

Intuit’s breakthrough products reach 22 million customers with nearly �,000 employees in 13 states and four countries. Intuit has been named America’s most-admired software company for two consecutive years, topping Autodesk, Adobe Systems, and Microsoft.

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Sales and Customers Purchasing and Vendors Payroll and Employees Controls and Permissions


www.syspro.com | 1-800-3�9-8��9

HigHligHts

Modular ERP system – strong in manufacturing, financials, distribution Offers tight integration, interoperability, outstanding price/performance Designed to leverage the strengths of Microsoft solutionsSupports Lean ManufacturingFacilitates FDA compliance

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HeADquArTerS:Costa Mesa, CA

oWNerSHiP: Private


ACCouNTiNg SoLuTioNS SYSPRO Enterprise Resource Planning (ERP)SYSPRO Lot TraceabilitySYSPRO Bill of MaterialsSYSPRO InventorySYSPRO Requirements Planning

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CuSToMer FoCuS:The system’s ease-of-use and business process orientation, combined within a single integrated system encompassing strong accounting, manufacturing, distribution and supply chain capabilities, make it a compelling solution for a broad range of mid-market businesses in a variety of vertical industries.

SeLeCT CuSToMerS:Illinois Tool Works Inc (ITW) Canada, Bennett Tool & Die Co., Daniels Electronics, EMC Document Systems, Dupar Controls Inc., World Precision Instruments, TriStar Plastics Corp, Cedarlane Laboratories, Crosby Molasses, Titanium Sports Technologies, Chocolate Potpourri, Sound Surgical Technologies, Mac Paper, Inc.


About SYSProSYSPRO is an internationally recognized, leading provider of enterprise business solutions. Formed in 1978, SYSPRO was one of the first software vendors to develop an enterprise resource planning solution. Today, SYSPRO is a global business solutions vendor with offices on six continents and over 1�00 channel and support partners. Over 12,000 licensed companies across a broad spectrum of industries in more than �0 countries trust SYSPRO as the platform on which to manage their business processes. By focusing on people and building lasting relationships with customers and partners, SYSPRO consistently excels at guiding customers through all aspects of their implementation. Tried, tested and reliable, SYSPRO has stood the test of time as a company and as a software solution.

SYSPRO’s award-winning application set is engineered to help companies get to grips with today’s day-to-day problems and expand and adapt to the ever-changing business landscape. The solution suite delivers outstanding price/performance value and is continually enhanced and upgraded in response to user demand and legislative requirements. What’s more, SYSPRO has excellent security features and is exceptionally easy to use - data entry and system navigation are simplicity itself. Plus, thanks to the latest Microsoft® technology, SYSPRO delivers rapid access to easy-to-view, real-time information, ensuring quick response to customer demands, beating competitors and reducing operating costs through streamlined processes and automated workflows.

SYSPRO ERP is a modular system with unparalleled strength in financials, distribution and manufacturing. Together, these build into a powerful foundation essential for an effective enterprise-wide solution.

Ideally suited for the global marketplace with multi-national, multi-company and multi-location facilities, SYSPRO gives its customers superior financial control, letting businesses forecast with complete confidence. And beyond the factory gate, SYSPRO offers sophisticated business analytics, CRM, APS and e-commerce functionality to help control the supply chain more rigorously and dramatically enhance customer satisfaction.


About SYSProSYSPro Key Strengths

SYSPRO ERP is ideal for a wide range of manufacturing businesses, with modules designed to accommodate most production cycles and optimize the capabilities of repetitive, custom, quick-turn and mixed-mode operations. Seamlessly integrated with both financial and distribution modules, SYSPRO manufacturing also delivers superior features for estimating, scheduling, costing, lot and serial tracking, as well as back-flushing, material verification, inventory optimization and planning. As a customer-centric company, SYSPRO aims to deliver world-class software that gives customers the control, insight and agility they need for competitive advantage in a global economy. SYSPRO is an easy-to-buy, easy-to-deploy and easy-to-use enterprise-wide software solution. The software is characterized by tight integration, interoperability, outstanding price/performance, balance of functionality and a strong focus on business process management and usability.SYSPRO is a true turnkey solution that is scalable in terms of enterprise size and business functionality. Using a ‘building block’ approach, the core SYSPRO system forms the platform on which customers can start adding business functionality and technological capabilities as needed.Each business module is tightly integrated with the core platform, ensuring that when modules are implemented, business operations continue to operate with minimal disruption and risk.

SYSPro TechnologySYSPRO’s SaaS software solution is designed to leverage the strengths of Microsoft® solutions and other technologies to optimize the abilities of manufacturers (repetitive, custom, quick-turn and mixed mode) and distributors.

All modules are scalable and interactive in a client/server environment.SYSPRO e.net solutions is a new component architecture that gives authorized individuals the ability to interact with SYSPRO data over the Web as well as from remote devices, including palm pilots and cell phones.

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About SYSProSYSPro Manufacturing Modules

SYSPRO Factory Scheduling – Estimating, scheduling, and job costingSYSPRO Lot Traceability – Lot and serial number trackingSYSPRO Bill of Materials – BOM, WIP, purchasing/receiving, and backflushingSYSPRO Inventory – Material verification and inventory operationSYSPRO Requirements Planning – Material Requirements Planning capability

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www.microsoft.com/dynamics/ | [email protected] | 1-701-281-��00

HigHligHts

Backed by the strength of MicrosoftFamiliar look and feel of Microsoft Office OutlookComplete business management software: e-commerce, supply chain, manufacturing, CRM, HR, project accounting

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HeADquArTerS: Microsoft Corporate Headquarters: Redmond, Washington

BuSiNeSS MoDeL: On-Premise (licensed software)

oWNerSHiP: Public (NASDAQ (GS): MSFT)

FouNDeD:1981, Fargo, South DakotaA division of Microsoft, Inc. (founded in 197�)

ACCouNTiNg SoLuTioNS: Microsoft Dynamics

Microsoft Dynamics GPMicrosoft Small Business FinancialsMicrosoft Office Small Business Accounting 2007 Microsoft FRx

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CuSToMer FoCuS: Small to mid-sized business and corporate enterprises, with special focus on service providers in the insurance, banking, and financial sectors

SeLeCT CuSToMerS: BRE Bank SA Group, RDT, Relevance Software, Raymond James Financial, H&R Block, Raiffeisenbank Kleinwalsertal, SunGard, Addison Avenue Federal Credit Union

PriCe: Price range: $�0,000 - $2�0,000


About Microsoft DynamicsFounded in 1981, Microsoft Business Solutions, Inc. is a global provider of enterprise business solutions for the midmarket. Microsoft Business Solutions offers e-business applications for financials, distribution, project accounting, electronic commerce, human resource management, manufacturing, sales and marketing management, and customer service and support.

Named for the third time to the “Top 100 Companies to Work for in America” list, Microsoft Business Solutions employs more than 3,800 employees worldwide. The company’s products and services automate essential business functions and enhance the strategic value of financial and operational information. Microsoft Business Solutions products are sold and implemented by a unique worldwide network of independent partner organizations that share the company’s commitment to lasting customer relationships.

Microsoft Dynamics GP, formerly known as Microsoft Business Solutions—Great Plains, is the corporation’s cost-effective solution for managing and integrating your finances, e-commerce, supply chain, manufacturing, project accounting, field service, customer relationships, and human resources. Backed by the world-renown presence of Microsoft, Microsoft Dynamics delivers a set of dynamic and robust financial management tools that enables businesses to make financial decisions with greater confidence.

The Microsoft Dynamics suite of products, built on familiar and widely used Microsoft technologies, offers several solutions for financial management. Key financial and accounting management products include:

Microsoft Dynamics GPMicrosoft Small Business FinancialsMicrosoft Office Small Business Accounting 2007 (Professional and Standard--available as an integrated application in the Dynamics GP solution suite)Microsoft FRx for financial reporting and analytics

As recently as September 2007, the Microsoft Dynamics CRM application was named a leading solution in the Small Business Suite and Midmarket Suite categories as part of CRM Magazine’s 2007 CRM Market Leader Awards. The awards come on the heels of another stellar year for Microsoft Dynamics in terms of sales.

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About Microsoft DynamicsMicrosoft Dynamics Strengths

Microsoft Dynamics GP gives your operations a way to raise the visibility of financial metrics and the effectiveness of financial management throughout your organization—all using familiar tools and existing skills. Strong financial management enables companies to establish a firm foundation to realize the potential of their business through strong, manageable growth. Dynamics GP lets you view more than 1�0 samples of general reports including: Bank Reconciliation, Bill of Materials, General Ledger, Inventory Control, Invoicing, Multidimensional Analysis, Multicurrency Management, Payables Management, Payroll, Purchase Order Processing, Receivables Management, Sales Order Processing, and more.GP Analytical accounting features let you analyze financial data by whatever criteria you require, introduce greater reporting flexibility and extensibility, and analyze transactions efficiently.Dynamic GP’s intelligent accounting and analysis capabilities, including greater point of sale visibility and back-office operations management, empower you to oversee and control the financial heart of your business, giving you the vital information you need to make your finances work for you and improve business operations.Dynamics GP also delivers better payables and receivables management, giving you better control over your accounts with capabilities that help you track invoices, process receipts, and analyze customer activity, so you can manage sales made on account more effectively and yet maintain lower overhead costs.

Dynamics gP enterprise Financial ModulesAccounts ReceivableAccounts PayableAnalytics and ReportingPoint of SalePayrollPurchasing Management

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www.sap.com/smallbusiness | [email protected] | 1-800-872-1727

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Backed by the strength of SAP, one of the largest software companies in the worldSingle system for financial, customer relationship management, manufacturing, and management control capabilities. Embedded CRMHighly customizable

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HeADquArTerS: Newtown Square, Pennsylvania

BuSiNeSS MoDeL: On-Premise

oWNerSHiP: Public (NYSE: SAP)

FouNDeD:1972, Mannheim, Germany

ACCouNTiNg SoLuTioNS: SAP Business One*

CuSToMer FoCuS: Small to mid-sized businesses and corporations.

SeLeCT CuSToMerS: Gary Player Group, Australian Sign Supplies, Inflight Logistic Services, Montana Tractors, Emblemtek Solutions Group, MAS Elektronik, Kimberly-Clark, Pacific Cycle

PriCe: Not published. Range: $11,2�0+


About SAPFounded in 1972 as Systems Applications and Products in Data Processing, SAP is the recognized leader in providing collaborative business solutions for all types of industries and for every major market. Serving more than �1,200 customers worldwide, SAP is the world’s largest business software company and the world’s third-largest independent software provider overall.

SAP America represents its German parent in the United States, providing world-renown enterprise software and services for managing accounting, distribution, human resources, and manufacturing functions. The company’s products include end-to-end applications for business intelligence, enterprise resource planning, customer relationship management, and supply chain management applications.

SAP America offers industry-specific solution sets for markets ranging from aerospace and defense to wholesale distribution. Its services include consulting and support, as well as custom development and application hosting.

SAP Business oneSAP Business One is affordable, easy-to-use business management software designed specifically for small and midsize businesses. It enables you to manage your critical business functions across sales, distribution, and financials, all in a single integrated system. With SAP Business One, you can instantaneously access a complete and up-to-the-minute view of your business, so you can respond to customers faster and grow your business more profitably.

The SAP Business One application offers a comprehensive and integrated set of tools to effectively manage all financial processes in your organization. As the core functionality of SAP Business One, financials management incorporates all key accounting processes, such as journal entries, accounts receivable, and accounts payable. Real-time accounting functions trigger accounting postings automatically when relevant business events occur.

SAP Business One supports automatic tax calculations as well as multi-currency transactions. Posting templates and recurring postings further streamline and simplify your accounting processes.


About SAPControlling software in SAP Business One allows you to define and manage budgets and compare actual and planned figures at any time to get an accurate and up-to-date picture of your business. Profit or cost centers are easily created and let you allocate revenue and expenses according to distribution rules – which are customizable and specific to your business.

The banking software in SAP Business One provides all the tools and functionality necessary to manage all your payment processing, including checks, cash, credit cards, and bank transfers. The reconciliation tool allows you to easily reconcile incoming and outgoing payments with vendor and customer invoices.

SAP Business One offers powerful financial reporting tools such as balance sheets, profit and loss statements, cash flow statements, and aging reports. The XL Reporter tool in SAP Business One enables the seamless integration of financial reports into Microsoft Excel templates.

SAP Business one Accounting ModulesAccounting and Financials General ledger Accounts Receivable Accounts Payable Journal entries Budgeting Account setup and maintenance Comprehensive tools and reports.Budgeting Reporting

SAP Business one StrengthsThe SAP Business One application offers a comprehensive and integrated set of tools to effectively manage all financial processes in your organization.As the core functionality of SAP Business One, financials and accounting management incorporates all key accounting processes, such as journal entries, accounts receivable, and accounts payable.

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Banking Advance payments Credit card payments Account reconciliation. Financial reporting Balance sheets Profit and loss statements Cash flow analysis Transaction reports Multi-period comparisons Budget reports


About SAPReal-time accounting functions trigger accounting postings automatically when relevant business events occur. SAP Business One supports automatic tax calculations as well as multi-currency transactions. Posting templates and recurring postings further streamline and simplify your accounting processes.SAP Business One offers powerful financial reporting tools such as balance sheets, profit and loss statements, cash flow statements, and aging reports. The XL Reporter tool in SAP Business One enables the seamless integration of financial reports into Microsoft Excel templates. The banking software in SAP Business One provides all the tools and functionality necessary to manage all your payment processing, including checks, cash, credit cards, and bank transfers. The reconciliation tool allows you to easily reconcile incoming and outgoing payments with vendor and customer invoices.Profit or cost centers are easily created and let you allocate revenue and expenses according to distribution rules – which are customizable and specific to your business.

SAP boasts a rich history of innovation and growth that has made the company a true industry leader. Today, SAP employs more than �1,900 people in more than �0 countries. Its professionals are dedicated to providing the highest level of customer service and support. SAP has leveraged its extensive experience to deliver a comprehensive range of solutions to empower every aspect of business operations.

By using SAP solutions, organizations of all sizes – including small businesses and midsize companies – can reduce costs, improve performance, and gain the agility to respond to changing business needs.

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www.unit�software.com | info@unit�software.com | 1-888-2�7-377�

oWNerSHiP: Public (EURONEXT: U�AGR)

FouNDeD:1980

HeADquArTerS: Victoria, BC Canada Manchester, NH, USA

CuSToMer FoCuS: Agresso Business World is a fully-integrated ERP solution to support all key business processes for service-oriented organization’s in the private and public sector.

Coda Financials is a best-of-class financial management software that excels in businesses with fast-changing and mixed application environments.

Main verticals: Non Profit/NGO, Financial Services, Service Organizations, Higher Education, Travel management companies, Public Sector, Retail, Transportation and Logistics, Media and Publishing, Manufacturing

SeLeCT CuSToMerS: Alvarez & Marsal, Destiny Resources Services Corp., Eidos Interactive, Save the Children, IAVI, IPM, Norwegian Peoples Aid, Fashion Institute of Design and Merchandising, Maher Terminals, Secura Insurance, Gregory Poole Equipment, Jordan’s Furniture, IKEA, US Oil and Refining, Kramer Ltd, Cubic Transportation Systems, Debenhams, GSO

HigHligHtsAgresso Business World offers a fully-integrated ERP solution, providing both operational support and strategic management to organizations that face rapid, ongoing change. Agresso enables organizations to replace multiple, separate third-party and internal business systems, with a complete and integrated, role-focused solution. It is ideal for organizations that need financials and a broader range of core functions in a single, unified business system – with the ability to add in extra applications as required.Coda Financials is an award-winning suite of best-of-class financial management software designed to integrate with industry- and company-specific applications.Coda provides real-time financial visibility and control across people, processes, and systems. By acting as the financial information backbone for companies with fast-changing and mixed application environments, it offers a “no compromise” approach to financial modeling, process controls and apllication choice.

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SoLuTioNS: * Agresso Business World

Coda Financials*


About uNiT4 Business SoftwareUNIT� is a global business software company that creates, delivers and supports adaptable software and services worldwide, to help dynamic organizations manage their business needs effectively. They strive to set the global standard for business solutions that help dynamic organizations to embrace change – simply, quickly and cost effectively.

UNIT� has offices worldwide, supporting thousands of customers and partners, across all sectors, in all regions of the world. They have a broad portfolio of leading change-embracing software brands, including the Agresso Business World ERP suite and the Coda financial management suite. In North America, they also offer specialized solutions for the Travel Industry and for the Higher Education sector, combining their comprehensive integrated ERP modules with tools specific to the unique needs of these sectors.

uNiT4 Business Software Key FeaturesAgresso Business World offers a fully integrated Core Financial/ERP system specifically designed for organizations (service oriented/public sector/higher education) that require a flexible solution which adapts to ongoing, rapid business change.

Agresso is unique in the Enterprise Resource Planning (ERP) industry for its primary strength, post-implementation agility, or the ability to make changes to the ERP system AFTER it has been implemented.

Almost all major ERP software solution vendors offer limitless flexibility PRIOR to implementation. But once their systems are in place, customers are locked into the system configuration that reflects their requirements at the moment of go live. Any significant change to the configuration typically requires expensive IT or external consultant resources.

Agresso is ideal for organization facing common business environment challenges including:

Financial management changeReorganization & RestructuringMergers & AcquisitionsSystem & Business Scalability

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About uNiT4 Business SoftwareNew Regulatory RequirementsBusiness process/workflow changesAd hoc reporting requirements

uNiT4 Business Software Product HighlightsAgresso Business World gives organizations the ability to interactively blend your business and analysis model with the organization’s process model, giving your people the information needed to increase the value of your service delivery process.Agresso Business World provides the flexibility you need to create performance metrics reflecting the reality of your business and provides accuracy in showing how the organization is performing.Post-Implementation Agility differentiates Agresso from its competitors, providing organizations with the ability to adapt and grow without any limitations from your ERP Solution.Agresso’s long shelf life saves businesses the cost and trouble associated with re-implementation or replacement of an existing ERP system.

uNiT4 Business Software TechnologyUNIT� Business Software’s VITA architecture combines the data, process and information delivery models into a single cohesive unit. A change made in any one of these areas automatically flows intelligently and makes associated changes and adjustments throughout the system. And that change does not need to be redone or re-checked for accuracy anywhere else with their business management software.

Every technical decision was made in the context of ultimate flexibility so users could continually change the system and change it back again without disruption or destabilizing their system.

uNiT4 Business Software erP ModulesAgresso Business World core business applications include:

Financial ManagementHR/PayrollPlanning, Budgeting & ForecastingProcurement ManagementProject Costing & Billing

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About uNiT4 Business SoftwareReporting & AnalyticsField Services & Asset Business Process Automation

Agresso Education applications include (in addition to modules listed under ABW):Registrar & Student RecordsRecruiting & AdmissionsStudent ServicesBusiness Office – Student Accounts and Billing

Coda Financials applications include:General LedgerAccounts PayableAccounts ReceivableFixed AssetsProject AccountingBillingSpend ManagementBudgeting, Planning and ForecastingReporting and Business IntelligenceConsolidation and Cash Management

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na.sage.com/erp | 8��-�30-72�3 | [email protected]

HigHligHts

Sage offers both hosted and on-premise solutionsBroad range of world-class products to fit businesses of all sizes and support your business as you growSupported by over 40,000 accountants and 23,000 business partners worldwide

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HeADquArTerS: Irvine, CA

oWNerSHiP: Public (LSE:SGE)

FouNDeD:1981, England

CuSToMer FoCuS: Sage specializes in accounting business management solutions for mid-sized firms with between five and 1,000+ employees. The company offers products for businesses in a wide range of industries, including both private and public companies, as well as nonprofit and government organizations.

SeLeCT CuSToMerS: Sage 100 ERP Clients: Automotive Investment Group, Hauser ChocolatierSage 300 ERP Clients: County of Essex, Ed Morse Automotive Group, Body ‘n ScentsSage �00 ERP Clients: Deseret Management, Chase Staffing Services

PriCe: From $2,000 to $100,000, Sage’s pricing range reflects the diversity of their product offerings.

ACCouNTiNg ProDuCTS: Sage 100 ERP (formerly Sage ERP MAS 90 and 200)Sage 300 ERP (formerly Sage ERP Accpac)Sage �00 ERP (formerly Sage ERP MAS �00)

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About SageWith a wide range of front-office and back-office solutions — including accounting, human resources, payroll, fixed asset management and customer relationship management (CRM) software — Sage offers award-winning products and services that have revolutionized the way companies do business in today’s marketplace.

Sage offers leading business management products and services that give more than 2.3 million small and medium-sized customers in North America the insight for success throughout the lives of their businesses. Its parent company, The Sage Group plc (London SGE.L), supports �.3 million customers worldwide across a broad spectrum of industries ranging from small privately-owned businesses to large nonprofit organizations.

For more than 30 years, Sage has delivered easy-to-use, scalable and customizable applications through its portfolio of leading brands, including Sage Fixed Assets, Sage 100 ERP, Sage 300 ERP, Sage �00 ERP, Sage MIP Fund Accounting and Sage Fundraising, Sage �0, Sage SalesLogix, and Sage Timberline Office, among many others.

Technology ModelHosted and On-Premise

Product Key FeaturesSage products deliver fully integrated GAAP and IFRS compliant accounting solutions incorporating customer and vendor management, flexible and scalable general ledger account configuration, advanced reporting functionality, payroll and sales tax compliance, as well as asset and cash management capabilities.

Sage 100 ERP (formerly known as Sage ERP MAS 90 and 200)Sage 100 ERP is an industry-leading accounting and business management software solution for small to medium-sized companies. Recommended by more CPAs than any other application in its class, this product suite offers a broad selection of feature-rich modules that empower managers with the information they need to make profit and growth driven decisions. Core financial accounting software modules include:

Accounts ReceivableAccounts Payable

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About SageBank ReconciliationFixed AssetsGeneral Ledger

Sage 300 ERP (formerly known as Sage ERP Accpac)Sage 300 ERP is an advanced Web-based accounting solution built on a world-class, object-oriented, multi-tiered architecture. Designed for companies of all sizes, Sage 300 ERP is the foundation for a completely integrated set of end-to-end business management applications.

Sage 300 ERP accounting software works with CRM, HR, and more. Every department of the business can be more productive and more interdependent, because Sage 300 ERP works as the accounting foundation for a whole set of integrated end-to-end solutions.

Sage 500 ERP (formerly known as Sage ERP MAS 500)Sage �00 ERP is a highly reliable, robust series of applications covering all areas of business management. The product is designed exclusively for large-sized, mid-market businesses with 20 to over 1,000 employees. Beyond the solution’s core accounting functionality, Sage �00 ERP includes advanced budgeting, advanced allocations, advanced consolidations, multi currency management, fixed asset management and cash management capabilities.

Core financial accounting software modules include:Accounts ReceivableAccounts PayableCash ManagementMulticurrency ManagerAsset AccountingActive PlannerBusiness InsightsSage Business Intelligence

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About SageProduct HighlightsSage 100 ERP Sage 100 ERP is an innovative, flexible ERP products for growing businesses with low total cost of ownership and add-them-as-you-need-them broad suite of modules including financial, business intelligence, human resources, customer relationship management, eBusiness, manufacturing and distribution. Offering modern architecture, robust features, ease of use, powerful customization, and the flexibility of platforms including LAN, client-server, or SQL.

Sage 100 ERP provides users with product line stability and years of customer input from tens of thousands of installations, the flexibility of highly customizable modern architecture, and the benefits of the established Sage 100 ERP ecosystem.

Sage 100 ERP works the way you do with flexibility that enables you to choose the modules that best suit your business needs. Sage 100 ERP is an industry-leading accounting and business management software solution for small to medium-sized companies. Recommended by more CPAs than any other application in its class, this product suite offers a broad selection of feature-rich modules that empower managers with the information they need to make profit and growth driven decisions.

Sage 300 ERP Sage 300 ERP is an award-winning business management solution built on world-class architecture.

Designed for companies of all sizes, Sage 300 ERP provides the foundation for an integrated suite of end-to-end business management applications, including customer relationship management (CRM), human resources management, business intelligence (BI), warehouse management (WMS), point-of-sale, ecommerce, and hundreds of vertical solutions.

Sage 300 ERP offers high performance, advanced functionality, and unmatched freedom of choice. You can choose the features, technology, and deployment options you need today, and can easily customize and enhance your system as your


About Sagebusiness needs evolve. Plus, Sage 300 ERP provides a transparent, bi-directional data flow between all parts of your system—customer-facing, partner-facing, and employee-facing—empowering employees, delivering a consistently superior customer experience, and lowering overall cost of ownership.

Sage 500 ERP Sage �00 ERP delivers enterprise level accounting capabilities in a seamlessly integrated GAAP and IFRS compliant solution designed specifically for the upper mid-market. Designed from the ground up on Microsoft® SQL® technology, the robust and flexible back office applications incorporate Accounts Receivable and Accounts Payable with Cash Management and a General Ledger with the capacity for up to 100 character and 1� segments. Additional modules such as Multi-Currency, Fixed Asset Accounting and Inventory, Sage Sales Tax, and Sage HRMS elevate this solution to world-class enterprise functionality. Business Insights and Reporting tools included in the purchase price assure data analysis and reporting capabilities out of the box with drill down and drill around functionality only a mouse-click away.

Sage �00 ERP includes inter-company transactions, project accounting, and national accounts that provide large-sized mid-market businesses the visibility and connectivity they need to manage across multiple entities through a unified solution.

Sage �00 ERP is highly customizable with built-in customizer and personalization tools. Those capabilities, coupled with the strength of an unparalleled eco-system of development partners, allow customers to tailor the solution to meet their unique business processes. Advanced API’s and a detailed Software Developer’s Kit (SDK), plus built-in safeguards to isolate and prevent overwrite, are designed to allow customizations and enhancements to survive upgrades.

Sage is a subsidiary of The Sage Group plc, a leading international supplier of accounting and business management software solutions and related products and services for small and midsized businesses.

© 2013, Business-Software.com. All Rights Reserved. Reproduction Prohibited. �0

About SageFinancial ModulesFinancials/Accounting

General LedgerMulti currencyPayrollBudgetDirect DepositFixed Assets

PurchasingPurchase OrdersAccounts PayableElectronic Funds Transfer

Sales & ReceivablesSales Order EntryAccounts Receivable

Administration/Project ManagementGrant AdministrationAllocations ManagementElectronic Requisitions

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© 2013, Business-Software.com. All Rights Reserved. Reproduction Prohibited. © 2013, Business-Software.com. All Rights Reserved. Reproduction Prohibited. �1

HigHligHts

Pronto Software is an international Business Solution Provider that provides a strong platform and a feature rich solution you can grow with. With over 38 years in this business, they make sure their customers get the right solution at the right price and they keep their word. They listen to their customers needs in order to understand their business. Then they work to meet your needs and reveal the solution to your problems. They will do what makes good business sense.

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HeADquArTerS: New York City, NY

oWNerSHiP: Private

FouNDeD:197�

erP SoLuTioNS: Pronto Xi*

CuSToMer FoCuS:$1�M - $�00M+Industries: Automotive, Manufacturing, Chemicals, Retail, Hardware, Utilities, Construction, Mining, Facilities Management, Service, Industrial Machinery, Wholesale

www.Pronto.net | [email protected] | 877-8�3-��


About Pronto SoftwareFor over 30 years, Pronto Software has been working closely with their clients to create business software that helps them get the absolute best out of their business. Pronto Software’s vision has always been to deliver tools that allow you to excel and prosper in whichever field you are in – from mining to manufacturing, distribution to retail and services. In fact, their software includes functionality based on years of listening to feedback from customers just like you.

This makes Pronto Software a little bit unique. They’re aware that their industry is pretty overwhelming. It’s full of complex jargon, loads of statistics and figures, unlikely situations and best practice scenarios. It’s a world of one-size-fits-all products.

Pronto Software likes to think they’re a little more human than that. So, instead of ‘best practice’, they like to practice listening. Your business is their business, so they’ll make sure that, rather than offering you anything off the shelf, they’ll listen to exactly what it is you need. By understanding where you are, they can understand where they can take you.

Next, they adapt what they already have to make sure it fits your business perfectly. They know that the best solutions are the product of revisions and improvements, fine-tuning and perfecting. That’s why Pronto Software’s support services are always on hand to field questions and spot opportunities. To back them up, they’ve also built up an online knowledge base, with contributions from staff, industry experts, and Pronto Xi customers.

Finally, Pronto Software reveals a solution that they know will help you take your business to the next level. Their easy-to-use software, fully integrated with IBM Cognos business intelligence technology, allows you to monitor and control every aspect of your business, from top floor to shop floor. You’ll improve productivity, customer service, and inventory accuracy. You’ll keep track of what’s making you money, and where the opportunities lie. So, welcome to Pronto. They hope it’s the beginning of yet another great relationship.


About Pronto SoftwarePronto Software Key FeaturesCore Offering - Let’s start with the basicsThey say all that’s certain in life is death and taxes; in business, things are a little more complex. No matter what your trade, size, or market, there are certain things you’re going to need to take care of. From listening to businesses across the globe, Pronto Software has developed the fundamental platform for Pronto Xi, a core framework that can expand and grow as you do.

Using Pronto Xi, you can establish a comprehensive general ledger, take command of tricky paperwork, create the basis of your supply chain, and get instant insight into your business and make crucial business decisions with confidence.

Additional Competencies - Flex and growPronto Software’s customers are as diverse in their fields as they are in their size. From their lasting relationships with clients in almost every industry, Pronto Software has developed a comprehensive suite of competencies that encompass almost any facet of business. With the support of Pronto experts, you can pick and choose the exact modules that suit your business.

Furthermore, they’re on hand to adapt and fine-tune every module to suit your needs, so you can be sure you’re not only getting the most out of Pronto Xi, but out of your business, too.

Whether you’re a boutique local retailer or a global manufacturer, shipping packages across the country, or maintaining offices in the city, their diverse competency set will give you everything you need to make sure your business is running smoothly.

Extra Intelligence - Boost your business IQWhen juggling the myriad demands of a business, it’s easy to overlook the finer details — and even easier to miss the bigger picture. Sometimes the answers to your biggest problems are lost in complex or repetitive data; sometimes your biggest problems are themselves obscured by an inability to pull back and see the big picture.

© 2013, Business-Software.com. All Rights Reserved. Reproduction Prohibited. ��

About Pronto SoftwareBuilt on IBM Cognos technology, Pronto Software’s integrated Business Intelligence (BI) modules reveal unique business insights, from broad overview to minute detail. Trusted by over 23,000 leading companies around the world, Cognos gives you instant access to a range of tools to better analyze your business through a single, easy-to-use interface. It can even be accessed online, giving you access to information at the moments you need it most.

Their analytics, fine-tuned to your exact requirements, work hard to uncover the numbers and patterns that inform the most crucial business decisions.

Pronto Software HighlightsFoundation - A platform to build onPronto Xi is designed to work on leading infrastructures, allowing your software to work across various operating platforms, including UNIX, Linux and Microsoft Windows operating systems, and IBM Informix, Oracle and Microsoft SQL Server databases.

Financials - A system you can count onPronto Xi’s powerful transaction engine integrates all your financial activities into a single control center, giving you the power to manage all your finances from the same place.

Achieve perfect balance with the fully integrated General Ledger, and get the complete financial picture of your business and its operations with automatic posting of transactionsAccounts Receivable, Accounts Payable and Inventory.

Distribution - Everything to everyoneEasily handle all aspects of your sales ordering and automatically update your inventory levels.

Keep a keen eye on movements in and out of your door with the Sales Order and Purchase Order modules.

Sales and Marketing - Make money talkThe Sales and Marketing modules keep your customer relationship management in clear

© 2013, Business-Software.com. All Rights Reserved. Reproduction Prohibited. © 2013, Business-Software.com. All Rights Reserved. Reproduction Prohibited. ��

About Pronto Softwarefocus. From Point-of-Sale to eCommerce and nurturing customer relationships, you’ll be able to make sure your customer service stays top of mind. The CRM module manages all aspects of your prospective and existing customer relationships.

Increase lane throughput with powerful Point-of-Sale software, and let your staff focus on customer service.

Supply Chain Management - Moving right alongWith seamless co-ordination and integration of your product, information and finance flows, you’ll not only keep track of your supply chain as it stands, you’ll be able to forecast where it’s going in the future.

Manufacturing Management - Make sureTake control of quality with a flexible suite of manufacturing tools, designed to cater to almost any industry. From trimming the fat on the factory floor to bulking up production volume, you can ensure your operations are ship-shape.

Asset and Facility Management - Simplified servicesGet your people, processes and assets working in perfect harmony.

Manage the full life cycle of your service calls efficiently with a panoptic of resources and customer issues, and share all call information through a user-friendly web portal.

Manage project costing with a fully automated and totally customizable administration system, so you can focus on the job at hand without getting buried in paperwork.

Minimize your callers’ waiting by keeping track of customer history, direct maintenance activities, warranties and service histories.

Pronto Software TechnologyPlatform, Operating System and Database agnostic modular integrated solution that can be deployed Self-Hosted or via the Cloud.


www.FinancialForce.com | [email protected] | 1-8��-7�3-2220

HigHligHtsFinancialForce.com combines the power of the Force.com cloud with a groundbreaking accounting system designOnly enterprise accounting solution built natively on the Force.com platform30 year history in building award winning accounting applicationsUnique unified ledger design, always in balance and always up to date

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HeADquArTerS: San Mateo, CA

oWNerSHiP: Private

FouNDeD:2009

ACCouNTiNg SoLuTioNS: FinancialForce AccountingChatterbox

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CuSToMer FoCuS: Small to medium-size companies across a variety of industries, including: Technology, Professional Services, Manufacturing, Non Profit, Business Services, Financial Services, Media & Publishing.

SeLeCT CuSToMerS: Wi-Fi Alliance, The Compliance Team, Cogent, White Springs


About FinancialForce.com Over 80,000 organizations rely on Salesforce CRM to close business faster and more efficiently. But when it comes to billing and collecting on closed business, many of these same organizations find the process to be time consuming, inefficient and manually intensive.

FinancialForce Accounting is the first cloud accounting solution built for Salesforce CRM. It places relevant financial information in the hands of your customer-facing employees and streamlines key processes such as invoicing, collections and the month-end close. By combining sales and financial data in a single system, FinancialForce Accounting enables new levels of efficiency and confidence for accountants, controllers, and CFOs and transforms accounting from a siloed function into a truly collaborative one across the organization.

FinancialForce.com Key FeaturesBilling and Accounts Receivable: Generate Invoices, handle multi-company and multi-currency transactions, deferred revenue recognition, and aged debt analysisAccounts Payable: Manage invoices and process payments, track supplier details, and share all vendor contact information with Salesforce CRMReporting and Dashboards: Manage your business performance through customizable dashboards, conduct multi-dimensional analysis of revenue and costs, and drive budgeting and planning.FinancialForce 3�0° User: Provide the sales and customer service teams with access to financial information, set up automated alerts to inform the sales team of payment issues, and reduce the risk of future sales to customers with poor collection histories

FinancialForce.com TechnologyFinancialForce Accounting is built on the industry-leading cloud platform: Force.com. It leverages all the infrastructure and software systems used to build Salesforce CRM, including its tools for customization, integration, reporting and collaboration.

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FinancialForce.com Highlights100% real-time systemFlexible chart of accounts and multi-dimensional analysisMulti-company, multi-currency, multi-tax, multi-culturalFaster period closesSingle ledger application - only one application to learn and implementFaster implementationEasy to maintainOptimized order to cash processFaster and more accurate billing from Salesforce CRM objectsExtensive cash management facilitiesNative Force.com applicationFamiliar Force.com user interface, customization, integration and reporting tools3�0° customer account collaboration, cash collection and analysis

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About FinancialForce.com


www.infor.com | [email protected] | 1-8��-2��-��79

HigHligHts

95% customer retention rateYoung company, with a long history. Tenth largest software company in the worldSolution set is built on the Infor Open SOA (service-oriented architecture)Serves mid-market companies

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HeADquArTerS: Alpharetta, Georgia

oWNerSHiP: Private

FouNDeD:2002, Georgia

ACCouNTiNg SoLuTioNS: Infor FMS

Financial AccountingProject AccountingExpense Management

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CuSToMer FoCuS: Infor’s customer base is comprised of mid-market and larger enterprises predominately in the aerospace, chemical, automotive, high-tech, metal and plastic fabrication, and industrial equipment sectors.

SeLeCT CuSToMerS: Hartford Hospital, London Fire and Emergency Planning Authority, Raymond James, Cross-Line International, Wecovi, Hailo, Precision Australia, Hamer Group, Total Tooling, Mintt Corporation.


About inforInfor is one of the world’s largest providers of business software, with approximately $2.1 billion in revenue, and the 10th largest software company in the world. A company unparalleled in application breadth, market experience, open technology and global reach, Infor has 9,200+ employees, direct offices and implementation and support capabilities in 100 countries, and over 70,000 customers worldwide.

The thought leaders at Infor understand that their customers want to reduce the number of vendors they work with and Infor strives to continue as their trusted “vendor of choice.” Infor has a consistent 9�% customer retention rate — one of the highest in the industry — and 72% of its license revenues are generated by its current customers. Additionally, over 1,000 new customers chose Infor last year for its unparalleled application breadth, open technology, and global reach. The company is committed to continuing its growth by broadening its best-in-class focus, and by providing the most innovative solutions and services globally.

Customers can expect Infor to continue adding solutions based on market need and customer demand. Infor is a unique software company — four years old with more than thirty years experience. It has the stability, the agility, and the resources to meet the business demands of a rapidly changing world.

infor Key StrengthsInfor FMS (Financial Management System) financial accounting solutions put finance on solid ground, fully supporting the operational management of the business by providing instant access to, and control over, finance and accounting information. These Infor corporate financial management applications have stood the test of time, yet incorporate advanced technologies to help companies streamline enterprise-wide processes, achieve economies of scale, and improve visibility into performance.Infor’s financial accounting solutions help enterprising companies implement adaptable financial business processes on a global scale. With Infor FMS, companies can reduce errors and cycle time, and improve visibility into financial processes and overall performance, and improve user productivity through easy reporting, querying, and data entry. Infor is one of the fastest growing business software providers, with more customers than its two largest competitors combined.

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About inforinfor TechnologyThe Infor solution set is built from application managed services and solution hosting. Infor’s ERP VISUAL is anchored on Infor’s “enrich, extend, and evolve” product strategy and Infor Open SOA (service-oriented architecture).

infor Financial Management Solutions Infor FMS (Financial Management System) solutions include:

Financial Accounting—general ledger, accounts receivable, accounts payable, purchasing, inventory, and fixed assets applications.Project Accounting—asset management and project tracking applications.Expense Management—expense report, travel plan, payment request, and time capture applications.

Infor FMS - Financial Accounting Financial accounting solutions from Infor are integrated, functionally-rich applications that give organizations the strength and versatility required not only to perform basic financial resource management tasks, but also to make their entire finance and accounting department operate more efficiently. Components include:

General Ledger—Combines solid control with abundant analytical powerAccounts Receivable—Provides comprehensive tools for credit, cash, and customer management in a timely manner with accurate, up-to-the-day information.Accounts Payable—Automates payables processing functions and addresses issues such as approving invoices, processing payments, and integrating with purchasing and financial systems.Purchasing—Assures the right goods are available while providing maximum cost control.Inventory—Delivers the flexibility to support the organization’s unique inventory operations and provides warehouse management capabilities that can be tailored to each warehouse. Fixed Assets—Allows the efficient tracking and maintenance of all information needed for financial and tax accounting, property control, and depreciation forecasting.

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About inforInfor FMS - Project Accounting Infor FMS project accounting software helps companies manage even complex, multi-year, international projects profitably. As part of its multinational financial management offering, Infor’s project accounting software integrates easily with other financial management systems such as general ledgers, fixed assets, and more. Together, these solutions provide end-to-end financial control and transparency. Infor’s component solutions for project accounting include:

Asset Management—Measures, monitors, and protects enterprise assets to ensure service continuity, achieve regulatory compliance, and reach operational goals.Project Tracking—Creates and manages budgets, captures commitments and expenditures, and calculates and tracks billing and revenue.

Infor FMS - Expense Management Infor software for expense management enables enterprising companies to improve business results in real time by automating and reducing costs of key spend-related business processes, analyzing and benchmarking activities for ongoing insight, and enabling instantaneous updates and enforcement of policies related to employee-initiated spending. Key capabilities of Infor FMS Expense Management let businesses

Enforce travel policy compliance. Negotiate vendor savings. Reduce unnecessary and unauthorized purchases. Increase accuracy of time billed to clients. Increase foreign taxes reclaimed. Reduce expense, travel, procurement, and time capture administrative costs.

This solution offers the following functionality, which can be used independently or together:

Travel Plans—Performs pre-trip authorization and travel procurement.Expense Reports—Automates the entire expense reporting process, from report creation to approval and reimbursement. Payment Requests—Automates employee-initiated requests for vendor paymentsTimesheets—Provides quick and accurate time capture for exempt and non-exempt employees.

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www.vai.net | [email protected] | 1-800-82�-777�

HigHligHtsOver 30 years of experienceIBM Premier Business Partner with custom software solutions backed by superior service and support.Awards include: “Inc. 5000 America’s Fastest Growing Companies,” Deloitte & Touche’s “Fast 50 Award,” Long Island Software’s “Top 10 Fastest Growing Companies” and numerous IBM awards, including the “IBM Beacon Award for Most Innovative ‘Built On IBM Express Portfolio’ Solution.”

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HeADquArTerS: Ronkonkoma, NY

oWNerSHiP: Private

FouNDeD:1978

DiSTriBuTioN SoLuTioNS: S2K DistributionS2K ManufacturingS2K FoodS2K Warehouse ManagementS2K RetailS2K e-Commerce S2K Sales ForceS2K Analytics S2K Service and RepairS2K Rental

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CuSToMer FoCuS: VAI’s flagship product, S2K Enterprise, is used by a variety of businesses worldwide, with clients in the manufacturing, wholesale distribution, retail, food and related service industries. Advanced applications such as Warehouse Management, EDI, CRM, Business Analytics and e-Business provide companies with the power to leverage their information technology investment.

SeLeCT CuSToMerS: A.S. Bryden, Wist Office Products, Norscot, McClarin Plastics, Haier America, American Fibers and Yarns Company, Fraenkel Company, Naghi Group, Joshen Paper & Packaging, Ince Distributing


About VAi (S2K)VAI is an award-winning software developer and an IBM Premier Business Partner. Designed for the mid-range market, S2K Enterprise is used by a wide variety of companies worldwide, with a number of clients in the manufacturing, distribution, retail, food and related service industries.

VAI provides flexible, fully integrated business software solutions that give companies of all sizes a true market advantage. The IBM Power Systems™ technology is cost effective and can enrich business processes across-the-board, improving productivity, saving money and enhancing customer satisfaction. With VAI’s high performance Enterprise Resource Planning (ERP) application, companies obtain reliable data that will streamline business processes to make it more competitive, responsive, and profitable.

VAI is committed to helping its customers meet their objectives by delivering the most robust, feature rich, flexible software solutions available. VAI’s history of customer-driven software development and commitment continues today. Hundreds of features suggested by customers are incorporated into VAI’s products yearly and new technologies are continually integrated into new offerings.

VAI continues to grow as a leading provider of ERP Software solutions. The company’s continued expansion into Canada, Europe and the Caribbean has provided VAI with worldwide recognition as an industry leader for ERP solutions.

VAI is headquartered in Ronkonkoma, New York, with branch offices in Miami, Orlando, Chicago and Oroville, California.

VAi S2K Distribution Key FeaturesVAI’s Enterprise for Distribution offers numerous solutions to help you manage your supply chain, enterprise resources, and customer relationships more efficiently and effectively.

Key features include:E-business application


About VAi (S2K)Sales AnalysisFinancial ManagementWarehouse managementPurchasing

Manufacturing SoftwareS2K Enterprise for Manufacturing is a manufacturing software solution that will help you manage all your operations with superior responsiveness and performance. Key features include:ForecastingProduct Quality TrackingWork Order ProcessingMPS and MRP StreamliningCapacity Requirements PlanningShop Floor Management

Warehouse Management SoftwareVAI’s WMS system helps you enhance productivity and improve overall warehouse efficiency, so that you can meet your company’s operational performance objectives and increase customer satisfaction. Key features include:Inventory Management/TrackingAutomated Receiving/Pallet CreationOrder ManagementPerformance Tracking Cycle and Physical Counting

VAi S2K Distribution Product HighlightsS2K Enterprise provides one of the most advanced purchasing programs available today. A variety of tools help to minimize the burdensome tasks associated with manual purchasing through the automation of your demand planning, purchasing, and ordering process.

Increase Staff Productivity with advanced features such as windows application integration, workflow alerts, and job scheduling.


About VAi (S2K)Unlimited Growth Potential – VAI’s value pack offer includes source code, an unlimited user license and no upgrade charges, allowing you to grow, add users and incorporate new technology without any additional fees.

Eliminate costly mistakes and improve warehouse productivity with features such as receiving/pallet creation, product movement, order verification, and counting programs.

S2K Service and Repair Software VAI’s S2k Service and Repair application is an integrated field service software solution that provides a means of recording and tracking service and repair calls through the various stages. In addition, our field service software system assigns and tracks technicians with on-line inquiry support providing real-time information enabling you to provide your customers with the best possible service.

S2K Rental SoftwareThe rental industry spans many different types of equipment. S2K’s Rental Software covers all aspects of a rental business including Reservations and Allocations, Financials, Equipment Servicing, Sales Order Processing, Inventory Management, Purchasing and CRM.

S2K Retail Software With S2K Retail Software, you can transform your retail business into a multi-channel organization. This application offers a complete solution for the retail industry, including Point-of-Sale (POS), Accounting, Inventory Management, CRM, Purchasing, Warehouse Management, and e-Commerce. By centralizing information across your entire organization, you can locate and move items more effectively, eliminate costly delays, and make more informed decisions.

S2K Food Software Today’s food service enterprise systems must incorporate the latest industry features, offer unparalleled ease-of-use with a minimal learning curve, and be flexible in design and scalable in scope to meet the needs of a dynamic business environment. VAI’s S2K for Food Software meets these criteria and delivers much more. With this powerful, industry-specific solution, distributors can manage their supply chain and customer relationships more efficiently than ever before.

S2K e-CommerceVAI offers a variety of e-Commerce solutions that allow you to leverage the opportunities that the web provides. Our Commerce Express solution is ideal for small businesses looking to quickly start selling on-line.


About VAi (S2K)VAi TechnologyVAI’s S2K Enterprise software provides complete integration with PC-based productivity products such as Microsoft Outlook, Excel, and Word. At the touch of a key, users can move data into Excel Spreadsheets, send emails to contacts, create customer letters in Word, and schedule appointments into their Outlook calendar. In addition, options like *View and *Excel allow users to create PDF or Excel files for all reports. This integration provides users with the flexibility to utilize desktop applications while taking advantage of the power, reliability, and security of the VAI Enterprise software.


www.workday.com | [email protected] | 1-877-9�7-�329

HigHligHts

Takes a new approach to ERP using next generation technologies.Automates your entire business.Delivered on-demand, there’s no additional license fee.Integrates the three priorities of today’s finance organizations: accounting, corporate governance, and business intelligence.Founding team from PeopleSoft.

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HeADquArTerS: Walnut Creek, California

BuSiNeSS MoDeL: Hosted (On-Demand)

oWNerSHiP: Private

FouNDeD:200�, California

ACCouNTiNg SoLuTioNS: Workday Financial ManagementWorkday Resource ManagementWorkday Revenue Management

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CuSToMer FoCuS: Mid-market organizations.

SeLeCT CuSToMerS: KANA, Biosite, Dudum Sports and Entertainment (DSE), Data Domain, Covad, McKee, MiPro, RightNow, Salesforce.com, Life Time Fitness

PriCe: Not published.


About WorkdayA relatively new player in the business and financial management software application space, Workday is quickly establishing itself as a leader in on-demand enterprise solutions.

The company prides itself in being a culture passionate about people, integrity and innovation. Started in 200� by former PeopleSoft founder and CEO, Dave Duffield, Workday offers the market the next generation of business applications, and they do it by listening to its customers and providing them a better way to support their business. Though ERP is more than 1� years old, the visionaries at Workday believe it is time to rethink not just the technology, but the models that are used to help organizations manage their business.

Today, Workday’s progressive, on-demand financial management solution is built on the premise that the best-run businesses have a set of core values that guide every decision they make. Accounting has traditionally focused on measuring company performance based on the needs of external decision makers: investors and regulators. Workday’s product is focused on giving executives, managers, and knowledge workers more and better information to measure performance in order to make informed decisions and help their organizations grow and thrive.

In addition, the company’s software solution provides effective business planning and forecasting to help its customers establish goals and develop budgets, allowing them to measure that performance against financial and business objectives.

How Workday Financials is DifferentWorkday’s unique financial management solution combines a comprehensive set of planning, accounting, and business intelligence capabilities to satisfy those external and internal requirements.

Workday Financials uses a new approach to business applications that is at the heart of all Workday solutions.

Workday Financials uniquely integrates the three priorities of today’s finance organizations: accounting, corporate governance, and business intelligence. ERP was designed in the 1990’s to support manufacturing-focused corporations, using accounting methods developed �00 years ago. Workday solutions are built

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About Workdayfor companies centered on global workforces, talent, and information to fuel their operations. ERP focused on the data required for accounting and regulatory compliance; Workday captures all types of business events, not just the entries managed in traditional general ledger systems. The company makes it simple for accounting and all other groups and individuals to access and analyze information they need to help their organization grow and thrive.

Workday Financial ManagementToday’s finance organization needs broader capabilities to address the new complexities of financial accounting; the increased responsibilities of business governance; and the accelerating demand for more and better management information by executives, managers, and knowledge workers. In addition, they need forward looking business planning and forecasting to establish goals and measure business performance.

Workday combines a comprehensive set of accounting, business intelligence, and governance capabilities to satisfy both external and internal information requirements into a new, unique solution.

Workday Resource ManagementCompanies rely on Workday Resource Management to easily manage the procurement, tracking, management, and accounting of all things, services, and rights the organization uses to support their workers and deliver value to customers. Capabilities include efficient management of supplier accounts, procurement of goods and services, comprehensive asset tracking, and complete accounting for assets, inventory and expenses.

Workday Revenue ManagementWith Workday Revenue Management, organizations have the solution they need to accurately manage comprehensive customer account information and administer the order-to-cash process. With Workday, you can manage accounts receivable and capture multi-dimensional revenue information for comprehensive customer analytics.

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About WorkdayWorkday Key Strengths

The banking software in Workday delivers the first on-demand alternative to Enterprise Resource Planning (ERP); their product ushers in a new generation of solutions designed for today’s dynamic, global businesses. With Workday, there is no hardware, software, middleware, databases, or business intelligence tools to buy, install, maintain, and upgrade. And, Workday’s multi-tenancy model means that customers share one physical instance of the Workday solution without ever seeing each other’s data. Workday Financial Management provides planning, control, accounting, and reporting to support sound, fact-based economic decision making as well as required financial reporting across your business. With Workday, organizations are able to measure and communicate business performance externally to regulators and investors, and internally to executives, managers, and knowledge workers.Workday business planning supports the development and storage of actionable business plans and associated operational forecasts and budgets. With Workday, businesses can plan according to any business dimension and can record an unlimited number of forecasts and budgets for use with actual business results, for control and performance management purposes.

Workday’s hosting operations engineers configure and maintain the hardware, software, and secure environments needed to run your Workday applications, allowing your IT department to focus on other business needs.

Workday’s Financial ModulesWorkday Financial Management• Financial Accounting• Cash Management• Management Reporting

Workday Revenue Management• Customer Accounts• Billing

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Workday Resource Management• Supplier Accounts• Procurement• Employee Expenses• Resource Tracking


www.adaptiveplanning.com | [email protected] | (800) 303-�3��

HigHligHts

Adaptive Planning is the worldwide leader in on-demand budgeting, forecasting, reporting, consolidation, and visual discovery solutions for companies of all sizes.

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HeADquArTerS: Mountain View, CA

BuSiNeSS MoDeL: Hosted (On-Demand)

oWNerSHiP: Private

FouNDeD:2003

ACCouNTiNg SoLuTioNS: Adaptive Planning*

CuSToMer FoCuS: Small, midsize & enterprise companies & non-profits

SeLeCT CuSToMerS: Netsuite, AAA, Pep Boys, Siemens, Konica Minolta, Catholic Charities USA, The Container Store, MSNBC, USA Volleyball, Concur, Cort

PriCe: Not published.


About Adaptive PlanningAdaptive Planning’s mission is to provide a refreshing new solution that fundamentally changes the world of financial planning and reporting for companies and nonprofits of all sizes.

Adaptive Planning HighlightsAdaptive Planning’s solutions allow finance and management teams to obtain real-time visibility into performance metrics, streamline FP&A processes, and drive better business decisions. They make it easy to move beyond cumbersome, spreadsheet-based processes, without the cost and complexity associated with traditional on-premise business intelligence (BI) and corporate performance management (CPM) software.

Adaptive Planning Key FeaturesBudgeting & Forecasting Personnel Planning Revenue Planning Capital Asset Planning Allocation Planning Expense Planning Balance Sheet/Cash Flow Planning Collaboration Reporting & Analysis

Adaptive Planning TechnologyAdaptive Planning’s software as a service (SaaS) delivery model presents significant advantages over traditional on-premise corporate performance management software.

Faster Deployments. Projects average just three weeks of consulting time, versus six months or more for traditional software.Greater Ease of Use. Their web-based, spreadsheet-like interface is designed for business users, not IT users, dramatically reducing training time and speeding adoption.Limited Need for IT. No new hardware, software, or IT support is required — just a browser and an Internet connection.

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About Adaptive PlanningAutomatic Upgrades. All users immediately get access to new features, without the need for ongoing IT support.Lower Costs. Annual subscriptions, rapid projects, and lack of IT needs keep both upfront and ongoing costs extremely low — up to 77% lower than the cost of on-premise solutions.

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www.happen.biz | [email protected] | +�1 2 9�70 ��9�

HigHligHtsOne Integrated package to manage your entire businessCombines Accounting, ERP, CRM, Service Management and SchedulingSolves the growing pains of small to medium businessProvides significant administration cost savingsAutomates many of the manual tasks associated with running a businessProduces enterprise level reporting for better operational management

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HeADquArTerS: Sydney, Australia

oWNerSHiP: Private

FouNDeD: 1999, Australia

ACCouNTiNg SoLuTioNS: Jim2 Business Engine * Managed Print Services * Managed Services * Premium

CuSToMer FoCuS: Happen Business is focused on providing small to medium sized businesses who want to streamline their business processes and invest in a solution that delivers the maximum ROI promptly.

SeLeCT CuSToMerS: Copy Print Scan, Solar City Office Equipment, Wimmera Office Equipment, Sterling IT, Leading Edge Computers, Calvert Technologies, Betta Computers, Seahawk, Worksense Safety and Workwear, The Glass Connection, Little Fish

PriCe: Contact Happen Business for pricing information.

rising Star


Happen Business, an Australian-based company, was established in 2001 to address the growing need in the small to medium business market for a comprehensive accounting and business workflow software solution.

Most established business software applications are primarily developed to produce a set of financial records, and do not focus on how businesses created that result. Jim2 differentiates itself from standard accounting software in that in provides full visibility into each aspect of the businesses’ operations while they are occurring, and also assists in streamlining the entire workflow. This sets Jim2 apart from most accounting packages, since they are primarily designed to inform management of a company’s financial condition long after it has conducted its business, and not ‘as it is happening’.

Jim2 Business Engine combines Business Accounting Software and ERP Software into one integrated package. Designed, Developed & Supported in Australia, Jim2 Business Engine is a complete business solution to manage every aspect of a small to medium businesses’ workflow cycle and solves the growing pains of business expansion.

Jim2® Business Engine Premium Edition is Happen’s core product in their line of business software. All Jim2® products include a full accounting back-end and its primary focus is to manage business workflow, business processes, and to provide a quality system framework.

With Jim2 Business Engine Software, the company has been able to establish an extensive customer base across various diverse industries such as importing, warehouse distribution, computer sales and service, managed print services, communications, engineering, specialized retailing and manufacturing.

Jim2 Business Engine now represents a substantial move away from running small to medium sized businesses via standard accounting software.

Happen Business Key FeaturesJim2 Business Engine is a comprehensive Enterprise Resource Planning (ERP), software package with all-in-one accounting and integrated business process and workflow management.

• Accounting Live General Ledger, Debtors and Creditors, BAS calculation, Full Audit Trail, Analyze Profit and Loss and Balance Sheet on-screen by day, week, month, quarter, yearly or total. Also includes multiple currency support.

About Happen Business rising Star


• Customer Relationship ManagementCustomer Relationship Management with full 3�0 degree view of all customer activity including sales, quotes, notes and tasks.

• Performance DashboardYour own personal Jim2 Business Engine ‘homepage’ - choose relevant reports, figures, statistics and information to be displayed to you.

• eBusinessTrue Business to Business electronic commerce. Electronic purchase orders, price feeds, stock availability and virtual warehousing.

• Kitting & PackagingCombine a range of inventory into a ‘bundle’ when quoting and selling.

• ManufacturingMonitor the manufacturing process live, updating inventory levels and General Ledger entries automatically on completion.

• Multiple Currencies handlingFully integrated currency transactions and reporting.

• Quoting & InvoicingEasily create quotes, invoices, track sales and sales probability.

• Reports & Analysis Superior and flexible reporting allows you to easily monitor all aspects of business

• Sales & Service Manage your customers more effectively, before, during and after the sales process.

• Scheduling (Jobs, Staff, Contracts, Resources)Coordinate, track and manage your staff resources

• Intelligent SearchIntelligent central search engine that quickly and easily searches your entire database.

• Stock Control and Serial Number TrackingNormal inventory as well as labor, tests and checks ensure the real costs of inputs are able to be on-charged to customers – accurately and consistently.



• Advanced Warehouse ManagementGain control of your warehouse, deliver better customer service and control labor costs.

• WorkflowProductivity reporting, Live Management Information, Actual vs. Billable Labor Tracking, Process Start/Stop Triggers, high level definable security.

Happen Business Product HighlightsJim2 Business Engine adopts a business perspective on workflow processes, managing, tracking and controlling the inputs that drive the financial result. Jim2 Business Engine then also goes on to producing a set of financial records.

Traditionally, the use of ERP was restricted to large enterprises, as the massive investment required to purchase the software was too large for small and medium-sized businesses (SMBs). Missing out on the benefits of the latest technologies, such as ERP, placed SMB’s at a large disadvantage in the competitive global market.

Since the early 1990s, ERP has helped businesses drive down costs and operate more efficiently. It has helped companies manage their data more effectively, and has also streamlined many business processes, including quoting, planning, manufacturing, services, sales and marketing. It also includes activities like stock control, order tracking, customer service, finance and staff.

With proper implementation of these functions through ERP small businesses can do away with laborious and time-consuming processes enabling them to broaden their horizons and enter the market more aggressively.

Jim2 Business Engine puts the power of high-end ERP software into the hands of small to medium business owners, giving them a level playing field on which to compete with much larger enterprises.

Jim2 is affordable for all small and medium sized businesses in addition to offering a fast return on investment, thereby giving it a unique place in the ERP/Accounting arena.

Happen Business TechnologyJim2 Business Engine is a flexible and robust business management system that is built to meet business needs from day one, while allowing your business to grow to the next level.

Jim2 is fully-maintained, regularly updated business management software that includes professional implementation, rigorous training, and comprehensive support.



Happen Business erP ModulesJim2 Business Engine:• Accounting• CRM• eBusiness• Quoting & Invoicing• Serial number tracking• Service Management• Scheduling• Enterprise Reporting• Stock Control• Warehouse• Workflow• Managed Services

About Happen Business

Documents

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