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Geared towards self-employed individuals looking to eliminate digitize the paper trail of expenses incurred on site at each client site.
PRIME+ plan comes with Multiple Accounts (MA). MA enables you to setup up to 4 additional accounts (business or personal) linked to your primary account. Each additional account can be used to separate all your financial obligations into their own vault.
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Geared towards business owners looking to streamline their accounting obligations and empower their staff with real-time mobile tools to keep track of expenses with.
PRIME / PRIME+ (for finance department)
PRIME plan comes with everything you need to cut down on you monthly things that your bookkeeper or you are left to do monthly to stay on top of your business finances & IRS obligations. From manual data entry of day to day purchases, invoices and bills to categorization and connections with cloud accounting tools like QBO or Xero.
PRIME+ plan comes with Bank & Credit Card Reconciliation. This is especially useful for the finance department to reconcile daily transactions. Furthermore, it provides 30,000 feet of all money in and money out activities.
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Ideal for Bookkeepers, Accountants, CFOs & CPAs.
This web portal service will allow you to onboard your Clients and issue them mobile and white-labelled (with your logo) web tools to collect financial documents (receipts, invoices, bills) in real-time.
Here is what you will get:
Cloud based client management
Real-time data insights
SMS & cloud messaging
Dedicated account manager & real-time support
Unlimited number of clients
Unlimited document storage
$0 cost to you
Please visit our Plans & Pricing page for more detail or to start your FREE 14 days Veryfi experience.
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