BizSight Professional

BizSight, is the software for small business with big dreams.  This is our core, full-featured product.  Perform essential business tasks like invoicing, paying your suppliers, accounting, bank reconciliation, simple CRM, accepting credit cards from your customers using PayPal, creating purchase orders and receiving against them, etc... It includes the ability to tag and track your customer email interactions similar to a CRM system – all within BizSight!

This will provide you with a complete end-to-end software solution to manage your small business. It is perfect for any kind of business-service or product focused.Whether you are a business that has several users or just a single user on a stand-alone computer, BizSight can help.

Our browser-based product helps eliminate the multiple installs companies tend to have and allows users share information over a network across one of the browser (Internet Explorer, Fire Fox, Chrome, or Safari). You decide if you want to run this on your premise or in the cloud!

 

Invoice and Receive Payments

Generate a professional looking invoice within minutes from the time you install the software. The invoicing process is simple and intuitive to use with the customer’s purchase history at your fingertips … if you need it! Easily copy from another invoice or convert quotes and sales orders to invoices. To simplify repeating orders, create recurring invoices.

Accept payment from your customer for one or more invoices, allowing the system to calculate cash discounts for early payments. Payments received can be deposited or directly integrated with the banking side.

 
Invoice & Receive Payments Screen

 

Credit Cards using PayPal

Getting paid using credit cards is a convenience that we cannot ignore. Get paid faster! To make this easier for you, BizSight integrates PayPal’s payment services directly into the receive payment process. Once you have established a merchant account with PayPal, you can take a card payment over the phone and process them directly through our payment screens.

Customize your Invoices, Quotes, Orders, and other templates

Our professional looking invoice forms allow you to include your company logo as well as select from five customizable templates. We have provided you with a redistributable report designer to customize these templates further.

The report designer is a graphical user-friendly tool that allows you to change the layout, fonts, as well as add/delete field.

 

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Outlook Screen
 

Convert Outlook Emails to Customer Notes

Wouldn't it be nice to save your communication with your customers and vendors in one place, instead of searching through archived email folders, or tracking down the individual within your organization that communicated with the customer?  Customer communication is a part of your customer relationship and is something that should be available to your entire organization.

With our BizSight Outlook add-in, included with the product, you can select and tag a customer associated with your email communications - all within your regular Outlook email screen. Later, you can review this as a customer note within BizSight or run a report listing the notes associated with that customer.

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Record Bills and Pay Vendors

Record your vendor bills and track your expenses.  BizSight allows you to track these at the item level or at just the accounting level. If these are purchases online with a credit card, you can still record them to track the expense for accounting purposes.

Vendor payments made through the system can be for multiple bills, taking advantage of vendor credits, and early payment discounts. Industry standard check layouts are used for printing checks.  These layouts can be further customized using our report designer to fit your needs!

 

Create Purchase Orders and Receipts

If you need to generate a purchase order to buy widgets or services in your business, BizSight can create these for you!  Once created, these can be emailed to your vendor confirming your order. Several customizable purchase order layouts are available to suit you needs!

If you are in the manufacturing industry, additional integration is available from our material planning side to automatically trigger purchase orders... with your approval.

Products or services ordered via these purchase orders can be received to update your inventories and affect your accounting.

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Sell on eBay

Whether you are already selling on eBay, or interested in doing so, we provide a few extra tools to make this easier.

Once an eBay account has been created, BizSight allows you to select the products you wish to sell on eBay, assign them to the various categories, and push them from your financial accounting system to the website.  With just a few mouse clicks your products are exposed to the wide world of eBay!

As these items are purchased by customers from the eBay website, we can automatically import and record this sale in your financial accounting system.

 
Ebay

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Manage your Inventory

BizSight does not stop with just financial accounting, if maintaining and managing your inventory is important to your business, BizSight provides you with the tools for inventory control, accuracy, and costing.

If you are dealing with widgets, your daily transactions like invoicing, and purchase receipts interact with inventory in real time. Maintain ABC codes, count your inventory, adjust them if you need to and keep it accurate!

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Grow with us to Dynamics GP

If your small business reaches exponential growth, we will be happy for you! If the growth takes you to be a medium business or even a larger business, no worries, you can grow with us. We will provide you with a path to Microsoft Dynamics GP.

We are committed to providing you with a migration utility developed using Dynamics GP's development toolkit econnect, that will migrate the key master files (i.e.) Chart of Accounts, Customers, and Vendors from BizSight to Dynamics GP. This migration utility will be available Fall 2015.

 
Dynamics GP