QuickBooks
NOAWARDS
YET
Pricing:
By quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Einstein Analytics
- B2C Client Data Model
- Client and Household Profiles
- Financial Goal Management
- Wallet Share Calculations
- Client and Household List Segmentation
- Needs Assessment Options
- Alerts/Notifications
- Advisor Home Page
- Household and Relationship Groups
- Relationship Mapping
- Financial Account Management (Wealth and retail Banking)
- Custom Financial Rollup Summaries
- Wealth Reports and Dashboards
- Referral Management
- Banker Console
- Banking Data Model Extensions
- Flexible Integration Options
- Account and Contact Management
- Advanced Case Management
- Case Email Auto-Response
- Case Management
- Chatter Options
- Collaborative Forecasting
- Configurable Profiles
- Computer Telephony Integration (CTI)
- Developer Sandbox
- Email Integration
- Enterprise Territory Management
- Integration via Web Service API
- Lead Management
- Opportunity Tracking
- Orders Management
- Task Management
- Workflow Automation
Pricing Info
Pricing Info
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Integrations
Integrations
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Company Email
Contact No.
Company's Address
The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States
Salesforce Financial Services Cloud Comparisons
Popular Salesforce Financial Services Cloud Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
QuickBooks Pro Features
- Add multiple attachments
- Customize email templates
- Your income-producing transactions in one spot
- View all banking transactions
- Track bounced checks
- See key reports in just one click
- Simplified customer forms
- Customer, Vendor and Employee contact information
- Simplified navigation
- Calendar View
- Lead Center
- Document Center
- Use report templates created by other QuickBooks users
- Customer Snapshot
- Memorized Transactions
- Save worksheet formatting when you export to Excel
- Professional looking invoices and forms
- Track sales, sales taxes, and customer payments
- Send invoices and estimates from Yahoo!, Gmail, or Hotmail
- Track inventory, set reorder points, and create purchase orders
- Create and print deposit slips
- Print checks, pay bills, and track expenses
- Company Snapshot
- Report Center
- Import from Excel or other email address books
- Up to 3 users at the same time
- Individual user permissions
- Create a copy for your accountant
- Import from Excel, Quicken, Microsoft Office Accounting, and older QuickBooks versions
- Download bank and credit card transactions
- Pay W-2 employees and file payroll taxes
QuickBooks Online Features
- Track sales and expenses
- Track payments
- Support for Mac23
- Smartphone compatible
- Profit and Loss and Balance Sheet reports
- Print checks
- Pay online link in invoices
- Document sharing
- Mobile receipt capture
- Free trial
- Excel data export
- Enter and manage bills
- Comprehensive dashboard
- Automated tax calculation
- Interactive feed
- Create estimates
- Create custom invoices
- Create and manage invoices
- Sync bank data
- Automated online banking
- Actionable insights
Pricing Info
QuickBooks offers four pricing plans with monthly subscriptions. All plans include customer support, integration with apps you already use, and secure bank connection. Discounts are regularly offered and a free 30-day trial is available.
FREELANCER
Self-employed – $5/month
- Track miles
- Track income & expenses
- Estimate quarterly taxes
- Run reports
- Invoice & accept payments
SMALL BUSINESS
Simple Start – $7/month
- Track income & expenses
- Maximize tax deductions
- Invoice & accept payments
- Run reports
- Send estimates
- Track sales & sales tax
Essentials – $17/month
- Track income & expenses
- Maximize tax deductions
- Invoice & accept payments
- Run reports
- Send estimates
- Track sales & sales tax
- Manage bills
- Multiple users
- Track time
Plus – $25/month
- Track income & expenses
- Maximize tax deductions
- Invoice & accept payments
- Run reports
- Send estimates
- Track sales & sales tax
- Manage bills
- Multiple users
- Track time
- Track inventory
- Manage 1099 contractors
Small business plans come with add-on options for Enhanced Payroll or Full Service Payroll solutions at separate costs.
Integrations
QuickBooks Pro Integrations:
Compatible with other QuickBooks editions:
- QuickBooks Online
- QuickBooks Premier
- QuickBooks Enterprise Solutions
- QuickBooks Accountant
- QuickBooks for Mac
And other Intuit industry-specific solutions:
- Construction accounting software
- Manufacturing accounting software
- Nonprofit accounting software
- Professional services accounting software
- Retail accounting software
QuickBooks Online Integrations:
QuickBooks Online connects with applications by QuickBooks:
- QuickBooks Payroll
- QuickBooks Payments
QuickBooks Online add-ons:
- Mavenlink
- Shoeboxed
- TSheets
- Jobber
- Bill.com
- Method CRM
QuickBooks API is also available for app developers to build integrations between their systems and connect customer data with REST-based API.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
This is the accounting software that pioneered the use of windows that look like real-life forms. It offers the most features every business needs, such as overdue items, accounting notes, contact data, and more. With a new Pay Now link, users can connect their invoices to credit cards and bank accounts.
Company Email
quickbooks.ca.solutions@intuit.com
Contact No.
Company's Address
2632 Marine Way
Mountain View, CA 94043
USA
QuickBooks Comparisons
Popular QuickBooks Alternatives
In case you continue having doubts about which service will be best for your business it might be a sensible idea to investigate each service’s social metrics. Such metrics are usually a sign of how popular a given solution is and how wide is its online presence. For instance, in case of Facebook Salesforce Financial Services Cloud has 703094 likes on their official profile while QuickBooks profile is liked by 1333514 users.
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