With Phoenix platform, you can handle 10 times more clients compared to what your accountants are handling right now.
Phoenix is the one-stop automated solution that lets you monitor the handling of each transaction from the time it is posted, thus bringing in transparency, speed and reliability to your bookkeeping workflow.
Increase your accountant’s efficiency, as every transaction is mapped to its source document, categorized and reported accurately through a series of automated steps.
Manage transaction-related communication with the client.
View each accountant’s incoming log of transactions in real-time, supervise transaction activity and communication and thus monitor your staff’s productivity.
Bring continuity & stability in the bookkeeping process, irrespective of changes in accounting personnel.
We can customize our application as per requirement for a more focused user experience.
Personalized & White-labeled Mobile App
White-label the Phoenix mobile app that will be used by the client to post transactions. Your client will get your brand on the mobile app, as if it’s coming from you!
Track all incoming transactions, re-route them in the absence of an accountant.
Set up Diverse Businesses
Configure the Chart of Accounts to customize it for each client.
Look into your staff’s workload, route transactions and control their access.
Have complete control over the system as a head accountant and control each accountant’s view.
Professional support with AMC and contractual agreements.
Export to Excel
Export different views of transactions to Excel for reporting purposes.
SAAS based Solution
Low cost of operation with shared resources having restricted access