Fundera

NOVEMBER 17, 2018

Some small business owners are already financial experts: they have MBAs, experience in the private sector, and strong literacy in all things related to managing small business finances. If managing finances for a small business has you feeling completely overwhelmed, take a look at this comprehensive primer.

Small Businesses 75

Small Businesses Credit Scoring Credit and Collections Default 75

Your Virtual Credit Manager

APRIL 25, 2023

There was a lot of gnashing of teeth on the part of the sales team at the beginning, but invoice accuracy improved in each subsequent month as the sales began transmitting accurate pricing and terms to order processing, thereby reducing downstream disputes and payment deductions. it just might help them pay you sooner!

Credit and Collections 130

Credit and Collections Past Due Invoices Collector Deductions 130

Emagia

FEBRUARY 21, 2025

Reporting and Analytics : Comprehensive dashboards and reports to monitor AR performance and identify trends. Can small businesses benefit from accounts receivable automation? Yes, small businesses can benefit significantly from AR automation, as it reduces manual workload, minimizes errors, and improves financial efficiency.

Accounts Receivable (AR) 40

Accounts Receivable (AR) AR Automation Credit and Collections Cash Forecasting 40

Fundera

AUGUST 21, 2018

Managing payroll and HR can be tough for a busy small business owner. In fact, 1 in 3 business owners have been in this situation. Thankfully, there are plenty of payroll companies for small businesses that will take payroll management off your hands. Tax Guarantee.

Small Businesses 75

Small Businesses Deductions Accounting Firms Dashboards 75

Fundera

JANUARY 3, 2017

As a small business owner just getting your venture off the ground, you wear many hats. You’re not only the founder of your company, but you’re its number one sales rep, the chief marketer, the go-to office manager, and oftentimes its business accountant. QuickBooks Desktop.

Small Businesses 66

Small Businesses Dashboards Transactions Credit Card Payments 66

Your Virtual Credit Manager

SEPTEMBER 17, 2024

For small business executives, and many mid-sized businesses as well, managing collections effectively can be a significant challenge, particularly when time and resources are limited. Over time, this erodes profitability and financial stability, making it harder to keep the business running smoothly.

Credit and Collections 100

Credit and Collections Accounts Receivable (AR) Bad Debt Credit Risk 100

Emagia

FEBRUARY 20, 2025

This reduces the manual effort required and accelerates the availability of cash for business operations. By leveraging dashboards and AI-powered analytics, businesses can monitor key metrics, identify trends, and make data-driven decisions to optimize their AR processes.

AR Automation 40

AR Automation Credit and Collections Cash Applicator DSO 40

Fundera

NOVEMBER 15, 2016

It’s safe to say that when small business owners apply for a line of credit, they’re not doing it for the chance to fill out forms—they’re interested in acquiring some work capital. Your account dashboard will tell you how much you’ve been approved for, as well as the terms of your line. How does repayment work?

Credit Scoring 71

Credit Scoring Dashboards Deductions Credit Application 71

Fundera

JUNE 5, 2020

Zenefits will work best for newer businesses, while TriNet is a good option for businesses that are quickly scaling. When it comes to HR for small business , entrepreneurs have an array of software options to help automate and manage the process–from administering payroll to managing health benefits and more.

Dashboards 52

Dashboards Deductions Small Businesses 52

Fundera

JANUARY 27, 2019

Consumers and small businesses can use Plastiq to pay with a credit card, even when a vendor won’t accept credit card payments. Learn how to use Plastiq, Plastiq fees, and whether it’s a good option for your business. Click the button at the top left of the home dashboard which says “Add Your First Card.” What Is Plastiq?

Small Businesses 40

Small Businesses Credit Card Payments Dashboards Credit Card Companies 40

Fundera

NOVEMBER 15, 2016

It’s safe to say that when small business owners apply for a line of credit, they’re not doing it for the chance to fill out forms—they’re interested in acquiring some work capital. Your account dashboard will tell you how much you’ve been approved for, as well as the terms of your line. How does repayment work?

Credit Scoring 64

Credit Scoring Dashboards Deductions Credit Application 64

Fundera

JULY 11, 2020

Speed and simplicity are a small business owner’s best friend—especially when it comes to managing HR processes. Portal for employee self-service where they can view pay stubs, deduction breakdowns, and update their direct deposit and tax information. PTO management dashboard. Administer employee I-9s and W-4s .

Dashboards 52

Dashboards Deductions Small Businesses 52

Fundera

MARCH 12, 2020

Gusto is an easy-to-use payroll software for small businesses that also offers add-on services for things like benefits administration and retirement planning. Zenefits is a cheaper option for very small businesses, but as your business scales, Gusto is more cost-efficient. Zenefits: Which Is Better? Tip credits.

Dashboards 52

Dashboards Deductions Small Businesses 52

Fundera

MARCH 19, 2020

When you’re a small business owner, managing your team can be critical to your success, especially when it comes to behind-the-scenes processes like payroll, onboarding, recruiting, and more. Is Paycom or ADP right for your business? When it comes to business HR, it’s very likely that you’ve heard of ADP.

Dashboards 58

Dashboards Deductions Small Businesses 58

Fundera

MARCH 15, 2020

Extensive features may be overwhelming or unnecessary for many small businesses. As a small business owner, you’re responsible for managing many different aspects of your business—everything from the consumer- or client-facing day-to-day tasks to the essential, behind-the-scenes work—like managing and processing payroll.

Deductions 52

Deductions Small Businesses Dashboards Credit and Collections 52

Fundera

MARCH 10, 2020

Gusto is known as a very user-friendly platform for small businesses looking for a simple payroll and HR solution. ADP is a feature-rich platform that has service plans that can accommodate businesses as they scale. A small business payroll service is a requirement for nearly every small business owner.

Dashboards 52

Dashboards Small Businesses Deductions 52

Fundera

OCTOBER 17, 2019

QuickBooks Online: One of the most popular small business accounting platforms, QuickBooks Online is well-suited for a variety of business owners, especially those who need more advanced accounting tools for reconciliation, taxes, reporting, and inventory management. Access for your business accountant.

Small Businesses 74

Small Businesses Dashboards Transactions Deductions 74

Fundera

APRIL 14, 2019

Wave Payroll is an easy-to-use platform that works in tandem with Wave’s free accounting, invoicing, and receipt capture software—giving small business owners a complete solution for managing their finances. Once you enter in all the necessary information, you will be directed to your payroll dashboard. Source: Wave Payroll.

Dashboards 40

Dashboards Deductions Credit Card Payments Transactions 40

Fundera

MARCH 14, 2019

Plus, OnPay integrates with other HR, time-tracking, and accounting software you might already be using to run your business. And if you decide that OnPay isn’t quite the right solution for your small business, consider our three suggested alternatives, instead. . OnPay Features. OnPay Alternatives.

Brokerages 50

Brokerages Deductions Small Businesses Dashboards 50

Gaviti

JULY 11, 2024

Disputes and deductions. Track, code, route and resolve customer disputes and deductions quickly by identifying recurrent issues and taking a proactive approach to future issues. Simplify customer payment by offering multiple types of payment, including credit cards, debit cards, ACH transfers , electronic wallets, and more.

DSO 52

DSO AR Automation Credit and Collections Bad Debt 52

Fundera

MARCH 22, 2020

Paylocity also features a compliance dashboard to help you stay compliant and manage your taxes with Paylocity. Employee self-service dashboard. Both you and your employees will be able to login to the Paylocity dashboard to see their benefits elections and make changes during the appropriate times. Benefits Administration.

Dashboards 52

Dashboards Deductions Small Businesses 52

Gaviti

OCTOBER 10, 2024

A/R solutions in particular streamline each aspect of accounts receivable, from collections to credit management, cash application and disputes and deductions. Create your own custom reports and dashboards with customizable views based on different personas (e.g. Without automation, the only real option to scale is to hire more people.

Invoice to Cash 52

Invoice to Cash Credit and Collections Payment Portals DSO 52

Fundera

APRIL 17, 2019

To get started with payroll you’ll need to provide some basic business information and link your business bank account to the software. You’ll then need to input all of your employees’ payroll information, including tax and benefits deductions and their personal bank account information if they elect for direct deposit.

Dashboards 40

Dashboards Deductions Small Businesses 40

Fundera

SEPTEMBER 7, 2019

What are the options for your small business? Once the transaction is approved, your payment processor will deduct any fees and then deposit the funds in your merchant account. . How does the process of accepting credit card payments without a merchant account work?

Credit Card Payments 59

Credit Card Payments Dashboards Transactions Deductions 59

Fundera

JANUARY 28, 2019

As a small business owner, doing payroll can be an overwhelming task—there are hours to calculate, taxes to withhold, and rules and regulations to comply with. You will then enter their pay rate (hourly or salary) and earning and deduction types and amounts. ADP Run is designed for businesses with one-49 employees.

Deductions 40

Deductions Credit and Collections Dashboards Small Businesses 40

Fundera

DECEMBER 13, 2018

We’ll go through all the details on Betterment for Business so you can decide for yourself. . And for small business owners in particular, setting up a retirement plan can simply seem too intimidating, time-consuming, or expensive a prospect to consider. Benefits of Betterment for Business. What Is Betterment?

Dashboards 40

Dashboards Small Businesses Deductions 40

Fundera

SEPTEMBER 22, 2019

They offer two plans for small businesses: ADP Run, a four-tiered plan designed for up to 49 employees, and ADP Workforce Now for 50–1,000 employees. As a small business owner, doing payroll can be an overwhelming task—there are hours to calculate, taxes to withhold, and rules and regulations to comply with.

Deductions 40

Deductions Dashboards Small Businesses Credit and Collections 40

Fundera

MAY 5, 2020

If you’re a small business owner looking for a payroll service provider , you should consider Paychex—and we’re here to help. Paychex offers a payroll product for small businesses as well as midsize and large businesses. Paychex offers a payroll product for small businesses as well as midsize and large businesses.

Small Businesses 40

Small Businesses Dashboards Credit and Collections Deductions 40

Fundera

MARCH 7, 2019

PrimePay Payroll is an online payroll service designed specifically for small businesses. Nobody starts a small business because they want to spend their time managing payroll. PrimePay launched in 1986 with the goal of saving small business owners time by managing logistical tasks on their behalf.

Deductions 40

Deductions Small Businesses Dashboards 40

Fundera

MAY 10, 2020

QuickBooks is one of the most popular accounting solutions for small businesses out there—and for good reason. This being said, although QuickBooks Online may not have a plan quite as powerful as QuickBooks Enterprise, it does offer four plan levels, allowing you to scale your retail accounting software as your business grows.

Credit and Collections 69

Credit and Collections Dashboards Deductions Transactions 69

Fundera

APRIL 10, 2019

But payroll is only one tool available through Big Fish Employer Services, a California-based company that provides small business owners with tailored, scalable, and integrated human resources solutions through their tech-forward platform. OnPay also acts as a broker for small business health insurance and 401(k) plans. .

Dashboards 40

Dashboards Credit and Collections Small Businesses Deductions 40

Fundera

FEBRUARY 18, 2019

For most entrepreneurs, small business human resources management isn’t the easiest thing in the world. If you’re like most, you’re looking for a better way to run your small business HR operations more smoothly. If you’re like most, you’re looking for a better way to run your small business HR operations more smoothly.

Small Businesses 45

Small Businesses Dashboards Deductions 45

Fundera

MAY 8, 2020

And we mean it when we say comprehensive: As a TriNet client, you can have access to full-service payroll services , HR consulting, insurance and benefits administration, and expense management and time and attendance tools, all of which you and your employees can access from an app and online dashboard. . Paychex Features.

Small Businesses 40

Small Businesses Dashboards Deductions 40

Fundera

APRIL 2, 2019

As a small business owner, it can be a challenge to balance all of your different roles and responsibilities. While all of these elements are an important part of running a business, you may not have the people or the time to adequately devote to daily maintenance. That’s where an HR software comes in. Namely Features.

Dashboards 40

Dashboards Deductions Small Businesses 40

Fundera

JULY 9, 2020

When you decided to become a small business owner, it likely wasn’t because you love doing administrative human resources work, but as your business grows, it’s a necessary part of the job. Luckily, there are plenty of software solutions to help streamline and automate your small business HR processes. .

Dashboards 40

Dashboards Small Businesses Deductions 40

Fundera

FEBRUARY 21, 2020

When you’re looking for the right payment processing for your small business, cost will very likely be one of the most important factors in your decision-making process. If at any time you want to see the Stripe fee applied to a specific charge, you can do so by selecting the charge from the payments section of your dashboard.

Transactions 52

Transactions Credit and Collections Dashboards Credit Card Payments 52

Fundera

MAY 12, 2020

Depending on the information you provide, TriNet will automatically determine what each employee is owed this pay period, as well as any deductions. TriNet delivers e-paystubs to employees at the end of each pay period so they can see a breakdown of their paycheck, including tax and benefits deductions and retirement contributions.

Deductions 40

Deductions Small Businesses Dashboards 40