SlickPie Reviews & Pricing
by SlickPie | Founded 2015, Vancouver, British Columbia
Categories:
- Accounting Software
- Accounting Practice Management Software
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- Accounting Software For Consultants
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What is SlickPie?
Industry Specialties: Serves All Industries
SlickPie is a comprehensive, user-friendly solution designed for small businesses. It offers simple yet innate bookkeeping procedures to keep financial processes headache-free. Access financial data from any location, obtain 24/7 clientele payment management, and execute automatic transactions with recurring invoices and payment reminders.
Its top features include online invoicing and billing, automated data entry, live bank feeds, financial reports, bank reconciliations, multi-currency and quote creation. Access numerous reports from balance sheets and general ledgers to journal reports and more. SlickPie permanently closed in March 2021.
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SlickPie Benefits and Insights
Why use SlickPie?
Key differentiators & advantages of SlickPie
- Review Various Reports: Obtain aged receivables and payables, balance sheets, general ledgers, trial balances, journal reports and other accounting reports available through the accounting module. Stay informed about business finances and make reasonable business decisions.
- Stay On Top of Bills: Include new bills with appropriate company accounting information like dates, amounts, vendors, products and quantities with the billing tool. Automatically sync data throughout the system to stay in the financial loop.
- Work With Various Currencies: Leverage the multi-currency module with international clients and vendors by enabling them to send invoices in any currency. Establish a default currency for more accessible conversions.
- Generate Automatic Quotes: Construct quotes and estimates in only a few seconds and send them to current and prospective patrons with the amount charged for each good or service for faster payments and acceptances.
- Send Payment Reminders: Activate automatic payment reminders to keep customers aware of due and past due compensation. Get paid faster with automatic notifications and little or no extra effort to reach out to customers and clients by hand.
- Manage Paperless Receipts and Bills: Save bills and receipts as JPG, PNG, GIF or PDF formats or email them to a Dropbox folder. Upload files to Dropbox folders via mobile devices. Files are promptly read and converted into transactions for evaluation, eliminating manual information inputting.
- Supervise Real-time Bank Feeds: Review live bank feeds and link to most major banks worldwide. Update feeds automatically to understand balance and cash flow health.
- Utilize Intricate Security: Employ military-caliber 256-bit encryption to guarantee user data protection. Log out automatically after no activity for one hour. Allow only authorized users to gain access if invited. Data centers contain biometric systems, video cameras and 24/7 onsite security guards.
- Access On Mobile Devices: Implement this system from any iOS, Android and Windows-based phone or tablet to receive real-time data on the go.
- Gain an All-digital Database: Attach business documents and financial information to reduce clicks. Create and store specific transaction evidence for audit trails.
Industry Expertise
SlickPie serves all industries, including IT, editorial, marketing, photography and more.
Key Features
- Invoices: Implement predetermined invoice templates or formats. Install automatic, recurring invoices that send to the same clients with the same conditions, get prompt payments when clients hit the simple payment link, and directly pay with a credit card or PayPal.
- Payment Modes: Compensate invoices with Visa, MasterCard, American Express, PayPal or Stripe for faster online payments and better deadline management. Utilize encrypted data for all transactions for enhanced security.
- MagicBot and Expense: Input expenses and transactions manually or perform automatic scans. Attach source documents or mark billable fees. Draft personalized payments for all costs.
- Sales Tax: Manage municipal, state, regional, provincial, federal and other tax types that apply to company accounts. Create several tax names and connect them to specific products or repeating transactions.
- Bank Reconciliation: Import information from bank accounts, credit cards and PayPal transactions to verify current books and accounts. Reconcile all payments made within the last year in minutes instead of hours.
- User Management: Add additional users and companies, from accountants and business partners to staff members and external companies, without limitations for effective centralization.
- Transactions History: Use detailed purchasing data, such as dates, amounts paid, amounts received, taxes, fees, side notes, credits, interests, client information, chart of account, previous related acquisitions and more, for in-depth monitoring.
Limitations
At the time of this review, these are the limitations according to user feedback:
- Has limited charts.
- Doesn't integrate with other software.
- Hard to understand.
Suite Support
mail_outlineEmail: Help@slickpie.com from Mondays through Fridays, 9 a.m. to 5:30 p.m. PST.
phonePhone: Not specified.
schoolTraining: Support knowledge base.
local_offerTickets: Information not available.