Connected Accounting and ERP Software Review

Accountek Solutions Inc.
Product:
Vendor:
Founded:
Headquarters:
Connected
Accountek Solutions Inc.
1991
Ontario, Canada
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
1,000
Cloud, On-Premise
Yes
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Connected At A Glance

Good: Mac and PC users can access software without complex integration processes, robust core accounting features, SaaS hosting option for companies that have remote employees or limited IT resources.
Bad: Does not include point of sale for register and has limited POS integration options.
Bottom Line: Connected Core Accounting helps small- and medium-sized businesses successfully manage their finances more efficiently.

Product Overview

Connected Accounting & ERP Software is an on-premise system that allows small- and medium-sized businesses to successfully track all their finance and inventory tasks in a single solution. The software works on both PCs and Macs concurrently, which means that if one user has a Mac while the rest of the users have PCs, companies won’t have to worry about complex integrations.

There are two solutions that a business can purchase, depending on its needs: Connected Core Accounting or Connected Enterprise Accounting & ERP. Connected Core Accounting helps small businesses manage their core accounting functions, such as general ledger, accounts payable and accounts receivable.

Connected Enterprise Accounting & ERP adds enterprise resource planning (ERP) features, such as inventory management, manufacturing, lot/serial control, and job costing. This solution benefits distribution, light manufacturing and wholesale companies that need a solution to successfully manage purchase orders, inventory and customer orders.

Companies can also opt to have Connected deployed as a Software-with-a-Service (SaaS) option called Connected On Demand. This pay-as-you-go subscription gives companies the same full features of Connected without the headaches of purchasing and maintaining software. This option is also great for companies with multiple locations, remote employees or limited IT resources.

Features

In this section, we’ll focus on the Connected Core Accounting features. For more details on the Connected Enterprise features, please refer to our ERP review.

The general ledger provides features to help users maintain their budget and keep an electronic trail of all income and expenses. To streamline journal entries, users can take advantage of recurring, reversing or template journals. The general ledger supports up to 18 “open” periods for more flexibility. Other general ledger features include bank reconciliation, bank adjustments, drill down capability, comparison between actual and budgeted figures, sub-grouping of accounts and exporting of financial data to Excel.

Users can run reports within the general ledger, such as chart of accounts, balance sheet, income statement and cash flow analysis. There’s also an optional Consolidation Solution plug-in that merges finances of multiple departments or companies in a single general ledger.

With the accounts receivable function, users can track unlimited customer sales and payment history, process credit card and email customer payment receipts, and use custom email templates for emailing invoices and customer statements.

Other features of the accounts receivable module includes multi-level taxation, credit and debit memos, emailing, partial and short payments, down payments, discounts for early payment and services and parts on the same invoice. The solution supports up to 21 custom sales (invoices) fields and 15 custom customer fields.

The accounts payable module helps businesses better manage their expenses. Vendor payments can be made by traditional check or electronically. Other features of the accounts payable module includes flexible aging periods, placing payments to specific vendors or purchases on hold, printing/emailing vendor payment advices, recurring payments, default expense codes per vendor, voiding checks and employee reimbursement for out-of-pocket business expenses. Additionally, there is a Purchase Orders “light” (no inventory receiving) included for basic PO needs.

Finally, here are other features that are included in the Connected Core Accounting software:

  • Clean and modern user interface
  • Linking unlimited external files to any customer or vendor transaction
  • Multi-currency support
  • Data import and export
  • Transaction notes
  • Customer, Vendor and Contacts databases
  • Ability to email a large amount of customer invoices or statements in batches

  • Billing and Invoicing?
  • Budgeting and Forecasting?
  • Core Accounting?
  • Expense Management?
  • Inventory Management?
  • Payroll Management?
  • Payment Processing?

Target Market

Connected Accounting & ERP Software is intended for small- and medium-sized businesses in the distribution, services, wholesale and manufacturing industries.

For a list of client references, please contact the vendor directly.

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Implementation/Integration

Accountek offers data conversion services for clients that want to migrate data from an older accounting software. The client is assigned a project coordinator from the Accountek team, who provides a roadmap of the data conversion. Once the client signs off on the roadmap, a deadline is set for all data to be converted over to Connected. According to Accountek, a typical data conversion can take up to two days, depending on the data size.

Once the data is converted, the client meets with the project coordinator to ensure that all data in Connected is up and running smoothly. The project coordinator also serves as a point of contact for any issues once the software goes live.

Accountek also has a custom programming service that customizes the Connected software to fit an organization’s unique business requirements.

Connected Accounting & ERP Software integrates with many payroll solutions. However, Accountek also offers its Connected Online Payroll solution for businesses that want an affordable payroll alternative.

Customer Service & Support

Accountek provides a yearly support contract that entitles the client to unlimited tech support, including phone, fax and email support. Clients also have access to a knowledge base and a help desk ticketing system.

Accountek also offers online training courses that can be customized to a specific company’s needs. With initial set up consultations, general training courses and specific workflow reviews, its expert instructors can help a client get their users up to speed quickly with the software.

Pricing

Connected offers competitive pricing is based on concurrent users and deployment preference. Please contact the Connected sales team for a quote.

Shortcomings

Connected is not a good fit for the retail industry as it does not integrate with a point-of-sale-system.

Screenshots

Accountek Solutions Inc. Screenshot 1
Accountek Solutions Inc. Screenshot 2
Accountek Solutions Inc. Screenshot 3

About

Connected Accounting & ERP Software, by Accountek Solutions, has been providing Mac and PC accounting solutions for small- and medium-sized businesses since 1991. Its development, support and sales team are staffed by accounting and technical professionals with years of experience in a variety of industries. The software has helped thousands of Mac users run their business by allowing them the ability to integrate the best of Mac and PC technology into their accounting and finance workflows.

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