Crunching the Numbers: How ElevateERP Helps with Your Accounting Needs

It’s that time of year again when trying to maneuver the scary world of taxes makes us all appreciate the value of a great accountant. From interpreting the foreign language of the IRS and navigating countless forms, to tracking invoices and accounts payable, your “numbers guy(s)” can truly make or break you. 

It may not be the most glamorous side of business management, but as any entrepreneur knows, even small errors in the books can create big problems for your company. That’s why it’s so crucial to have tools and systems in place that support your staff in being high performers.

We’ve shouted from the rooftops that ElevateERP can help you save money and make money, but did you know that the portal helps with managing money too? ElevateERP takes the most tedious parts of accounting and makes them faster, smarter, and way less stressful, so your cash flow keeps moving, your team feels empowered, and your customers stay happy. Let’s break it down. ⬇️

Streamlined Invoice Management

ElevateERP simplifies the invoicing process by integrating with Stripe Payments, allowing customers to pay invoices directly from the portal. Additionally, the portal features a cash receipt connection that automatically syncs any payment made on ElevateERP to Epicor Kinetic, saving hours of reconciliation. This seamless integration keeps everyone on the same page when it comes to account balances and payment status without requiring manual intervention.  Not to mention, the convenience of a “one-stop” portal improves cash flow and minimizes errors associated with traditional invoicing methods. 

Efficient Returns Management

Managing returns can be complex and time-consuming. ElevateERP addresses this challenge by allowing customers to initiate Return Material Authorizations (RMAs) on their own and track their status in real-time. This streamlined process ensures accurate accounting of returns and improves the overall customer experience by empowering them to manage their own returns. 

Secure and User-Friendly Interface

Security is of course a critical concern in accounting. That’s why we made sure ElevateERP integrates with Epicor Kinetic's robust security features, so that all financial data is protected. Additionally, the platform's intuitive design requires almost no setup, making it accessible to users of all skill levels and reducing the learning curve associated with new accounting systems.

Conclusion

ElevateERP offers a comprehensive solution to enhance accounting efficiency through streamlined processes and robust security features. By automating routine tasks and providing real-time access to critical data, ElevateERP enables accounting professionals to focus on strategic initiatives that drive business growth and protect against errors.

Set up ElevateERP in less than 15 minutes today and give your accountants the vacation they deserve after tax season. We are offering your first month free from now until April 15. Book a call today so you don’t miss out!