PolyPM Integrations

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

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.

Microsoft PowerPoint empowers you to design captivating presentations that inspire, inform, and engage your audience. With Copilot, PowerPoint’s built-in AI assistant, you can instantly generate outlines, craft slides from text prompts, and refine your content with smart design suggestions. It offers professional templates, customizable layouts, and multimedia integration for impactful storytelling. The Speaker Coach helps you rehearse with confidence, improving pacing, tone, and delivery. Seamless real-time collaboration enables teams to co-edit and present from anywhere across desktop, web, and mobile devices. With its intuitive tools and cloud connectivity through Microsoft 365, PowerPoint transforms ideas into polished, persuasive presentations.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

SAP Business One is a powerful ERP solution available on-premise, in the cloud, or powered by SAP HANA, SAP's in-memory computing database. SAP Business One covers all core business functions in one platform, giving managers access to critical data and allowing for quicker, better business decisions. Some of the functionalities available in SAP Business One are CRM, stock control, sales management, financials, purchasing, reporting, and more. A single, affordable solution to manage your entire small business – from accounting and financials, purchasing, inventory, sales and customer relationships to reporting and analytics. Gain greater control over your business or subsidiary with SAP Business One. Streamline key processes, gain greater insight into your business, and make decisions based on real-time information – so you can drive profitable growth.

The latest Sage 500 release includes accounts payable enhancements, credit card processing, and general updates, as well as updates to the solution's modules. Drive productivity and efficiency with powerful, fully integrated core financial accounting software. Sage 500 delivers a strong suite of tightly integrated, GAAP-compliant accounting and financial modules, easily customizable to the way you do business. Sage 500 ERP provides distribution and supply chain management that helps you minimize carrying costs while ensuring sufficient product availability. Automated supply chain and warehouse management processes integrate solidly with demand forecasting to maximize inventory control and profits. Sage 500 delivers scalable manufacturing capabilities to meet the needs of light assembly through advanced manufacturing, all in a tightly integrated suite of modules. These modules address the common concerns of costing, workflow, material tracking, and supply and demand.

Sage 50 makes your business life easier. Spend less time on admin tasks, worrying about compliance or your finances. With our solution, you need fewer products to make it all happen. Work how you want, when you want with secure remote access to your company data, analytics, business contacts, customer records, critical documents, and key tasks. With Microsoft 365 integration, you have access to essential apps, like MileIQ, One Drive, SharePoint, Teams and CRM, and Sage 50 financials on any device from any location, including Microsoft Office fundamentals like Outlook, Word, Excel and PowerPoint. Outlook Connector helps you save time and organize your business by automatically syncing Microsoft Outlook contacts with Sage 50 contacts. Easily and quickly access customer balance information, credit limits, contact details and order history. Get meaningful insights into your business data with Sage Intelligence powered by Microsoft Excel and Power BI.