Features
One system for the whole business.
The Business Assistant™ at TheAsst.com brings accounting, sales, purchasing, inventory, billing, time tracking and reporting together, so you enter information once and it flows where it needs to go.
Financial Dashboard
See how the business is doing the moment you sign in. Charts show profit and loss by month, unpaid invoices and recent payments, and your expenses or open bills. They use the same figures as your financial reports, switch between accrual and cash basis, and cover this year, last year or the last 12 months. Click a chart’s title to open the full report.
Switch the Expenses chart to Bills to see what you owe by age, and point at any segment for the exact amount.
Cash Flow Forecast
Look ahead instead of back. Choose weekly, bi-weekly or monthly periods and see your projected balance in a chart and a table, built from the invoices due to you, the bills you owe, your recurring revenue and your bank balances. Every figure drills down to the invoices and bills behind it, and the forecast exports to PDF or Excel.
Make it your own
Your menus, icons and colors are yours to change. Drag the tiles on your menu pages into the order you want, switch between large and small tiles, and add your own tiles and groups for the screens you use most, each with an icon you choose from a built-in library. Pick a company color theme, or create your own, and arrange your own tiles the way you like them.
Easy, complete help
Choose Help for This Page from any screen and the matching article opens beside your work, so you can read and follow along at the same time. The full knowledgebase explains every part of the system, and US-based support is included with every plan.
Sales that show their profit
- Quotes, sales and service orders, and invoices
- Cost, profit, markup and margin update as you build the quote
- Recurring invoices that generate on schedule and charge saved cards
- Customer statements, sales tax tracking and card payments through Stripe
Accounting you can trust
- Double-entry general ledger, accrual and cash-basis reporting
- Accounts receivable and payable with aging reports
- A financial dashboard and a cash flow forecast
- Bank and credit card reconciliation, fixed assets, year-end closing
- Trial balance, balance sheet, income and cash flow statements, with PDF and Excel export
Purchasing and inventory
Purchase orders and vendor bills. Inventory tracked by lot, with receiving built into bill entry. Vendor credits and 1099 tracking.
People and time
Personnel records, a built-in timeclock with a kiosk mode, and timesheet and payroll hours reports.
Security and control
Multi-factor sign-in, permission profiles for every role, and a log of every email the system sends.
Easy to use, with real people behind it
A clear menu, familiar Add, Find and List actions, a guided setup and help on every page get your team productive quickly. And US-based support is included with every plan.