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Cloud Accounting, Time & Billing + Expense Reporting

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† Enterprise Edition requires an annual contract, minimum $1,000 per month
†† Each 100MB of database storage represents about 100,000 transaction records in the Bizmo Accounting Cloud

Full List of Bizmo Features by Edition

Feature Description Professional Corporate Enterprise
Time slips Enter time/tasks worked against projects, which may be billed to a client
Material slips Record material usage against projects, which may be billed to a client
Rental slips Record property or equipment rentals against projects, which may be billed to a client
Expense reports Submit expense reports against projects, which may be billed to a client
Projects Create internal or client projects (aka jobs or matters), limit project team, configure automatic billing to clients
Reports Get Excel or PDF copies of a variety of management reports including income statement, balance sheet, receivables, payables and fixed assets
Employees Company employee database
Contractors Company contractor database
Approvals - Invoices Manager queue to review and approve invoices
Customers Company customer database
Estimates Create customer estimates (aka quotes or proposals)
Invoices/Credits Manually create customer invocies and credits
Sales Tax & VAT Collect and remit sales tax and value-added tax, including compound taxes (tax on tax)
Vendors Company vendor database
Purchase Orders Create vendor purchase orders
Bills/Credits Create one time vendor bills and credits
Deposits Record amounts received from others
Payments Record amounts paid to others
Transfers Record transfers between bank or credit accounts
Reconcile Reconciliation of bank or credit accounts
Item Catalog Company database of items for sale to customers including products, rentals, services
Inventory Adjustments Record adjustments made after physical inventory of products
Fixed Assets Fixed asset database, including automatically generated entries from vendor purchases
Intangible Assets Intangible asset database, including automatically generated entries from vendor purchases
Item Tax Classes Bizmo provides 11 item tax classes, like product, service, rental, etc. You can add more here if you need
Tax Locales Maintain sales or value-added tax details to faciliate collection and remittance
Bank & Credit Accounts Maintain deposit and loan accounts with banks or other entities
Business Configure options including company logo, currency, industry, and numbering sequences
Access Levels Number of custom roles that limit access to Bizmo features 4 10 Unlimited
Manage others Review time slips, material slips, rental slips and expense reports submitted by individual contributors
Approvals - Time Slips Manager queue to review and approve time slips
Approvals - Material Slips Manager queue to review and approve material slips
Approvals - Rental Slips Manager queue to review and approve rental slips
Approvals - Expense Reports Manager queue to review and approve expense reports
Reports by Email Report requests queued and emailed to user
Real-time Reports Reports available to be viewed on demand
Approvals - Estimates Manager queue to review and approve customer estimates
Approvals - Purchase Orders Manager queue to review and approve vendor purchase orders
Approvals - Bills Manager queue to review and approve vendor bills
Recurring Invoices Create recurring customer invoices to be automatically created weekly, bi-weekly, monthly, quarterly or annually
Recurring Bills Create recurring vendor bills to be automatically created weekly, bi-weekly, monthly, quarterly or annually
Unbranded Emails Bizmo co-branding removed from system generated emails for customer estimates, customer invoices and vendor purchase orders
Analytic Snapshots Daily database snapshots available for download for custom reporting and analytics
API Access REST API access for custom client development