What is Accorto?
Accorto offers a comprehensive suite for professional services automation, enabling organizations to manage time, expenses, projects, resources, and billing seamlessly inside Salesforce. Its native integration with Salesforce ensures data security, advanced reporting capabilities, and easy customization to fit specific business needs. Users can capture time and expenses via timesheets, on any Salesforce page, or on mobile devices, improving flexibility and convenience.
The platform empowers businesses to create and track projects from opportunities or templates, assign and manage resources, monitor project budgets, and generate both fixed-price and time-and-material invoices. With features like multi-currency support, mobile receipt capture, time-off management, and personalized support, Accorto is designed to optimize operational processes for service-oriented organizations seeking efficiency and visibility into project and financial performance.
Features
- Native Salesforce Integration: Built directly into Salesforce for secure data and easy customization.
- Time and Expense Tracking: Capture entries via timesheet, any Salesforce page, or mobile app.
- Comprehensive Project Management: Create and manage projects from opportunities or templates with resource assignment.
- Flexible Billing Management: Generate invoices for fixed-price or time-and-material services using customizable billing rates.
- Multi-currency Support: Enter and manage expenses in different currencies.
- Mobile Receipt Capture: Submit receipts directly from mobile devices.
- Resource Management: Oversee employees and contractors, track assignments and availability.
- Time-Off Management: Manage entitlements, requests, holidays, and leave.
- Advanced Reporting and Dashboards: Monitor project progress and financial metrics.
Use Cases
- Consulting firms tracking project time and expenses within Salesforce.
- Service delivery companies automating client billing and invoicing.
- Agencies managing resources and monitoring project performance.
- Organizations requiring approval workflows for time and expense entries.
- Departments needing integrated payroll and financial reporting solutions.
