BoardShaper SMB has worked with small businesses and their accountants to create a simple, scalable and easy-to-use solution that manages all business operations using their computer or their smart devices at any place, anytime.
This all-encompassing platform manages your customers, suppliers and supply chains, your marketing activities, your sales pipeline, your billing process, captures your expenses and provides you with a live P&L and Balance Sheet. Retailers can integrate into their website/social media platforms and enjoy commission free sales via BoardShaper SMB's e-commerce features.
Create simple customer invoices or you have the option to quickly create an invoice based on an estimate with just a few clicks.
Customers using the Projects, Time Recording, and Expenses features can create Invoices based on work on progress.
Track customers payment to help you manage your cash flow.
Most business owners are comfortable with bookkeeping (creating invoices and tracking expenses) but struggle with debits and credits and accounting concepts.
The Rules Function in BoardShaper SMB was designed to automatically translate Bookkeeping data into an accurate set of Accounts behind the scenes.
Accounting has never been easier.
Make sure that you never miss critical customer deadlines and tasks.
View workload by Staff Member, Type of Task or by Customer.
The dashboard(s) will help you to prioritize which tasks need to be completed by when.
You can even assign Actions to customers and monitor if those actions have been completed.
Import your business contacts from a spreadsheet or from your phone.
Schedule actions, record notes and store documents against contacts.
Link contacts to a company to get view of all activities for a given company.
Apply keywords against your business contacts lets you quickly organize your contacts.
You can quickly filter your contacts and output this data to a report or to a spreadsheet.
Similarly, you can create email templates and use those templates to stay in contact with your customers.
Configure different Expense Types and control who can log expenses to each Expense Type.
Organizations that employ staff have the option to implement an Expense approval process.
Customers find the process to capture a receipts against an expense using their phone particularly useful.
There are many advantages to trading online but it can often prove too expensive.
The E-commerce features enable our customers to upload and most importantly, sell those products commission free.
These features have transformed how restaurants operate, especially for customers that wish to enjoy restaurant quality food at home.
Everything business owners need to manage their operations in one easy-to-use application with any computer or smart device.
BoardShaper Enterprise was created to be supremely flexible, simple, and powerful in effort to create an all-in-one platform for business owners and operators.
YES: You can log into multiple devices at the same time using the same license / username.
As a technology provider, cyber security is our number one priority. The App is developed to the highest technical standards. In addition to this, we hired an independent cyber security specialists to carry out a detailed technical audit on all aspects of the App.
YES: The information is updated LIVE which means it is saved as soon as you click on the SAVE button on any device.
You simply UPGRADE your license and the new features are visible in your existing system.
You can click the EXCEL icon at the bottom of every LIST SCREEN and this will export the data into a Microsoft Excel file.
We bill customers monthly and you can cancel your license at any time.
YES: Your customer and supplier contact information is encrypted in the database.
YES: The App does both MTD VAT and the MTD Self-Assessment and it is all included in the same License fee. As a note: Both require you to keep electronic records of your income and expenses.
YES: You can import your CONTACTS from your Phone or you can upload them from a spreadsheet. The Rhino team will also import your INVOICES and your EXPENSES which needs a little consideration.
Yes, this is a very common requirement and it is good practice to set up a separate BoardShaper SMB Account for each Business. This enables you to have separate logos, terms and conditions, and expense types and a separate invoice numbering system. It also makes it very easy for your accountant to identify which transactions belong to which business entity.
The good news is that if can easily move from one account to another provided each account has the same email address and password.
Copyright © 2024 BoardShaper LLC - All Rights Reserved.
For Maverick
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.