Accounting Package Integration

Chart of Accounts Map

Itinio applications are optimized for the revenue-side of the business equation with features designed to share financial data with an organizations' existing business accounting package.

Organizations adopting Itinio applications can maintain existing accounting processes and in many cases enhance revenue accounting and accuracy by utilizing built-in operation management tools (e.g. cash drawer balance, invoice close/lock, etc.).

Benefits include:

  • Revenue-Optimized Features - allows for clear separation between sales and accounting software.
  • High Security - systemic and process separation ensures the highest data and financial information security.
  • Increased User Input - Operations staff and management, customers and service providers access only the sales software, maintaining separation from business accounting applications and information.

Synchronized Chart of Accounts

At the heart of accounting data synchronization is the ability of Itinio to define an organizations' revenue-side Chart of Accounts in the format necessary for seamless data transfer. Of course for small-businesses or organizations with simplified accounting needs, this process can be managed manually. However for large or multi-location organizations, the automated synchronization of daily accounting data increases efficience and accuracy.

Itinio provides a number of accounting synchronization options and control tools. Contact us to learn more about revenue-accounting best-practices and some of the specialized control processes that many of our clients employ.

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