The Basic Package (Transactional)
This package is designed for organizations with basic needs that include support for basic financial transactions.
- General ledger administration
- Transaction categorization
- Bank feed and reconciliation
- Credit card reconciliation
- Fixed assets record management
- Payroll processing and support
- Account recording and/or reconciliation
The Pro Package (Controllership)
This package is designed for business owners that support for HR, tax planning, and other more complex functions. It includes all services in the Basic Package, as well as:
- Spend management analysis
- Bill pay
- Human resources compliance
The Premium Package (Business Transformative)
This package is ideal for organizations that require more strategic support. It includes all the services in the Basic and Pro Packages, as well as:
- Budget forecasts
- KPI and insight reporting
- Strategic planning and vision