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 inventory and job costing modules, 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 Enterprise helps distribution, light manufacturing and wholesale companies better track their accounting and inventory management needs.

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

This section will focus on the inventory control and job costing modules of Connected Enterprise, which also includes the finance features of Connected Core Accounting. For more information on the accounting features, please refer to our Accounting review.

The inventory control module helps companies track their inventory by location, customer orders, purchase orders, lot/serial control, multi-level manufacturing, and MRP.  It has flexible features, such as perpetual inventory levels, the ability to track inventory in up to 99 locations, and the option to choose between Weighted Average or FIFO Costing.

Discounts and pricing can be created with multiple pricing mechanisms that work together.  Use Customer Specific pricing and part numbers, Custom Pricing Tables, Customer Specific Discounts, or the product pricing matrix for volume and/or specific pricing.

Manufacturers can optionally customize their bill of materials on the fly with different parts, descriptions, and quantities used. Using the exploded BOM, the software can show multiple levels of sub-assembly from a single view.

Companies can send multiple shipments per order, view past shipments, reprint any packing slips and invoices, email order confirmations and track multiple vendor invoices per purchase order.

Inventory control includes the powerful Item Query window which can display all part number metrics like quantities on order, on PO, on manufacture (finished good or component), and committed inventory, by location. Multi-tiered queries can be built and then used to easily push custom item lists to Purchase Order generation.

The job costing module is typically used for tracking lengthy projects or the lifespan of large machines and all costs and revenues associated with them.  Easily track revenue allocation and cost allocations, create a customer invoice directly from an estimate, and track any revisions to job estimates or budgets. Managers can also bill customers while the work is in progress. Finally, the module has reporting templates on various metrics, such as detailed job profitability, timesheet transactions, estimate details and gross margin by jobs.

  • Accounting?
  • Business Intelligence?
  • Customer Relationship Management?
  • Human Resources?
  • Inventory Management?
  • Product and Purchase Planning?
  • Supply Chain Management?

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

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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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