IvyTek Finance
Step out of the silo and into the future of loan origination and servicing software with IvyTek. Built on business intelligence and our over 20 years of experience, IvyTek’s unique software will allow you to customize dashboards and reports while automating your workflows. With our social collaboration feature, you can communicate in real time via chatter and chat - a real time instant messaging client. Our mobile access will allow you to keep a pulse on all aspects of your business and stay in touch with colleagues, clients and staff. ~Quickly integrates with 3rd party providers ~Loan Application from internal/external(website) sources and customizable workflows ~Upload credit applications from a borrower portal ~Quickly calculate the best payment terms for your borrower ~Dynamic Settings for Revolving Credit Loans ~Easy to use tools to create collection workflow actions ~Integrated Document management - compliance logging for customer touch points ~Intuitive Interface ~Streamline cash drawer actions Ready to take a test drive? Step into the future of loan serving today. Contact us to schedule your discovery call here.
Top keywords
- loan3×1.70%
- actions2×1.14%
- allow2×1.14%
- borrower2×1.14%
- business2×1.14%
- credit2×1.14%
- future2×1.14%
- future of loan2×1.14%
- ivytek2×1.14%
- quickly2×1.14%
- real2×1.14%
- real time2×1.14%
QuickBooks Salesforce Integration, Billing & Payments | Tally
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
