Software and as a service partner, we help you manage your business.

Daily Bookkeeping

We categorize and reconcile every transaction as soon as it becomes available. Keeping in mind tax benefits, we take a custom approach to ever client engagement.

  • Auto Daily Bank Feeds
  • Dedicated Accounting Team
  • Daily Transaction Categorization
  • General Ledger Maintenance
  • Bank Reconciliations
  • Budgeting & Forecasting
  • Financial Projections
  • Sales Tax Return Reporting
  • Bookkeeping Catch-up
  • Inventory Management
  • Cost Accounting
  • Custom Reporting

Invoicing & Quotes

Create beautiful, professional invoices from our templates. Send invoices & quotes by email with a simple click. Reduce your receivable with our friendly reminders.

  • Create & Email Invoices
  • Accept Payments Online
  • Create Reoccuring Invoices
  • Customize Invoices with Branding
  • Alerts when Client Views Invoice
  • Attached Files to Invoices
  • Items & Product Management
  • Convert Quotes to Invoices
  • Fully Customizable Design
  • Invoice Payment Auto-Reminders
  • Deposits/Partial Payments
  • Bulk Email Invoices

 Scan any bill

Upload any bill to BrightFins or simply email it to us. We'll do the rest.

 Approve Bill

Create rules for who approves what, the amount, customer, and when.

 Payment Sent

We'll make the payment on your behalf with an ACH transfer or mailed check.

Bill Pay & Expenses

Upload your bills to BrightFins or simply email a copy to our mailbox– we’ll do the rest. Create rules for who approves what, when, and by amount.

  • AI-driven Recognize Bills
  • Simply email bills to us
  • Drag & Drop Functionality
  • Pay any bill with us
  • No changes to your setup
  • Bill Approval Workflows
  • Automate your Payables
  • Integrated into your financials
  • Stay AP Compliant
  • Save valuable time
  • Bill Reconciliation
  • ACH and mailed checks

Payroll & Payroll Tax

Put your payroll on autopilot. BrightFins offers payroll processing services and federal, state, and local payroll tax filings. Let us know the hours and we’ll do the rest.

  • Reliable Payroll & Tax Filings
  • Online Payroll
  • Direct Deposit
  • Federal, State, Local Taxes
  • New Hire Reporting
  • Integrated Payroll
  • W-2s and 1099s
  • All 50 States
  • Schedules & Pay rates
  • Hourly & Salaried Employees
  • Employee Reimbursements
  • Unlimited Payrolls

Projects & Time-Tracking

Log every task and record every minute of your billable time. Organize your plan of action with our visual project management tool. Then simply create your invoice.

  • Create Projects & Tasks
  • Organize via Kanban Board
  • Attach Project Files
  • Set Task Time & Duration
  • Proposal Creation & Templates
  • In-app Time Tracking
  • Assign Expenses to Projects
  • Categorize & Search Tasks
  • Convert Tasks to Invoices
  • Real-time team access
  • Work time reporting
  • Visual Project Management

Try our application for free. 30-day free trial and no credit card required.