Aptean CRM Integrations

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

From shop floor to delivery, Aptean Industrial Manufacturing ERP WorkWise Edition offers complete visibility into your single-site operation. The result? You can streamline operations, improve efficiencies, manage complexity and grow your business. Select from 8 suites and over 45 applications to maximize the success of your operation—such as Shop Floor Control and Visual Scheduling, CAD integration, CRM, Product Configurator, Capacity Requirements Planning, Mobile Metrics. Manage shop floor changes, quality and machine maintenance schedules while accounting for real-world constraints including labor skills, materials and tooling availability with our comprehensive discrete manufacturing ERP toolset. Our award-winning Aptean CRM software is tightly integrated with Aptean Industrial Manufacturing ERP. With sales, marketing automation and customer service functions you gain a complete view of every contact and can use powerful tools to manage opportunities and improve relationships.

AlchemyTMS is a comprehensive transportation management system designed to help shippers control costs and improve supply chain visibility. Built by logistics professionals, it supports truckload, LTL, refrigerated, dry, and other shipment types. The platform serves as a centralized command center, managing shipments from order entry through invoicing. AlchemyTMS integrates in real time with existing systems to streamline operations and eliminate manual processes. Automation features such as load tendering, tracking, and freight audit improve efficiency across the network. Built-in business intelligence reporting provides actionable insights and logistics KPIs for smarter decision-making. Overall, AlchemyTMS Enterprise helps organizations gain control, visibility, and operational consistency.

AXIO Advanced Projects is a packaged solution from Velosio for Dynamics 365 Finance that transforms your project ERP into a quote-to-cash powerhouse. This enhanced framework is available as a monthly subscription from Velosio to accelerate planning, reduce service costs and preserve the value of your investment over the entire solution lifecycle. Companies with AXIO Advanced Projects start their Dynamics 365 journey with a working financial and project accounting system on day one, so design efforts are focused entirely on elements that are truly unique to their business. Better adherence to industry best practices and workflow tested by hundreds of companies leads to higher employee adoption, faster onboarding, and a reduction in the total cost of ownership by 30% or more. Project-driven companies have unique needs that call for best practices in regulatory compliance, project accounting, and alignment with project management and delivery.

Common dashboards, reporting, and ETL tools often lack connectivity to certain data sources, creating integration challenges for users. Simba offers ready-to-use, standards-based drivers that ensure compatibility, simplifying the connectivity process. Companies that provide data to customers struggle to offer headache-free, easy data connectivity to their users. Simba’s SDK allows developers to build custom, standards-based drivers, making connectivity more friendly than CSV export or API-based access. Unique backend requirements, such as specific implementation needs dictated by specific applications or internal processes, can complicate connectivity. Using Simba’s SDK or managed services enables the creation of drivers tailored to meet these requirements. Simba provides comprehensive ODBC/JDBC extensibility for a wide range of applications and data tools. Simba Drivers plug into these tools to enhance their offerings, enabling additional connectivity to data sources.

Longview Transfer Pricing automates and streamlines operational transfer pricing by integrating data from multiple sources into a centralized environment where data collection, allocations, segmented reporting, and profitability analysis are handled via intuitive, configurable modules. Its rules-driven engine calculates transfer price targets and adjustments at product, entity, and counterparty levels, supports intraperiod testing and goal-seek scenarios, and leverages historical data to monitor margins and ensure global compliance. Users can map intercompany transactions, define multi-dimensional segments (such as product, region, and cost center), and apply real-time currency conversions with embedded FX rate management. With dynamic dashboards, interactive visualizations, and drill-down analytics, finance and tax teams gain clear insights into pricing strategies while maintaining full audit trails and BEPS-compliant documentation.

Kavida.ai is an intelligent knowledge-management and workspace platform that uses artificial intelligence to help individuals and teams capture, connect, and contextualize information automatically within a unified notebook interface, eliminating manual tagging, folders, and fragmented documents. It ingests notes, research, documents, links, and conversations, then uses semantic AI to create an interconnected knowledge graph that surfaces related concepts, auto-generates summaries, and suggests relevant insights as users work, reducing cognitive load and making information easier to find and reuse. It supports natural language querying so users can ask questions about their knowledge base and receive concise, AI-generated answers with links back to source context, and it offers tools for outlining, brainstorming, planning, and project tracking that adapt to individual workflows.