Core Information System vs. Smarty Software Comparison


Core Information System Kobelt Development	Smarty Software	+	+
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Visit Website Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,791 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. 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Our new capabilities bring improved data-driven insights and streamlined workflows to help you make informed decisions and take quick action. 156 Ratings Visit Website Yeastar P-Series PBX System Focusing on delivering "Easy-first Unified Communications", Yeastar P-Series Phone System offers companies of all sizes with a complete package for calls, video, messaging, and integrations, out of the box. With in-built visual call management, integrated video conferencing, advanced contact center features, and ready-made SMS, WhatsApp, Microsoft Teams, CRMs, and more platform integrations, P-Series boosts productivity at all levels and provides everything across desktop, mobile, and browser with simple user apps. Available in the Appliance, Software, and Cloud Editions, P-Series provides flexible deployment options, allowing you to have it sited on-premises or in the cloud. Balancing costs and future growth, it requires a lower total cost of ownership, less training, and fewer management efforts. The ease of use and future-proof adaptability are paramount. 116 Ratings Visit Website TriNet TriNet has been a trusted leader in providing comprehensive HR solutions tailored specifically for small and midsize businesses for over 30 years. This longevity in the market reflects deep expertise and a proven track record of helping companies streamline their human resources functions, mitigate risks, and enhance employee satisfaction. TriNet helps simplify complex HR challenges by offering a unified platform that integrates payroll processing, benefits administration, risk mitigation, and compliance support. This consolidates the need for multiple vendors, reducing administrative burden and allows business leaders to focus on growth and strategic priorities. TriNet’s dedicated service model combines personalized support from assigned HR professionals and relationship managers with access to specialized HR experts via multiple communication channels. This helps deliver timely, expert best practices guidance tailored to each client’s unique needs. 1,994 Ratings Visit Website Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 187 Ratings Visit Website Gravity Software Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems. Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence. 45 Ratings Visit Website Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 6,132 Ratings Visit Website Soraban Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. 8 Ratings Visit Website
About For clients who want a proven, server-driven, extensively used, and multi-modular solution to capture all of their business functions, KDI provides customers with the Core Information System (CIS) application. Every installation of CIS is customized for each client, and backed by KDI’s knowledge of Accounting, Business Analysis, Database Management, Project Development and more. The CIS Classic series was developed in Synon for the IBM I Series. It can be hosted on your AS/400 (I series) or ours. KDI staff also provide programming services to help you upgrade your existing software, and find new solutions through custom-built applications. Instead of having several applications–from different vendors–trying to handle all of these functions, and the hassles of getting them to communicate with each other, not to mention the time-waster of data entry duplication, why not consolidate all of your IT-driven business processes into one proven, powerful solution?	About Smarty is an all-in-one business growth platform that combines AI automation with essential tools to help entrepreneurs streamline operations and scale efficiently. It enables users to automate tasks such as lead follow-ups, client communication, and bookings through AI-powered voice and messaging systems. The platform centralizes multiple business functions, including content creation, CRM, scheduling, and marketing, into a single dashboard. Smarty reduces the need to manage multiple tools, saving time and improving productivity for small teams. It also provides built-in features like funnels, blogs, and SEO tools to attract and convert leads. Each user receives a dedicated account manager to assist with setup and ongoing optimization. The platform includes both AI-driven capabilities and core business tools for managing clients and operations. Overall, Smarty helps businesses work smarter by automating routine tasks and simplifying growth processes.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Companies wanting a server-driven, extensively used, and multi-modular solution to capture all of their business functions	Audience Smarty is ideal for entrepreneurs, small business owners, and growing teams looking to automate operations and manage their entire business from one platform
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $25.00/month/user Free Version Not Supported Free Trial Not Supported	Pricing £349/month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Supported
Company Information Kobelt Development www.kdi.ca/services/software/accounting-software/classic-cis/	Company Information Smarty Software Founded: 2013 United Kingdom smartysoftware.co.uk
Alternatives Acomba ACCEO Solutions	Alternatives Smarty Smarty.ai
Avatar Systems	Smarty
SouthWare ERP SouthWare	SmartyAds
VFP Business Solutions	Keap
emPower Intersoft Systems View All	AllClients View All
Categories Accounting Supported	Categories Accounting Supported Contact Management Supported CRM Supported Email Marketing Supported Marketing Automation Supported
Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Supported CPA Firms Not Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Supported Fund Accounting Not Supported General Ledger Supported Government Not Supported Multi-Currency Supported Nonprofits Supported Payroll Management Not Supported Project Accounting Supported Purchase Orders Supported Tax Management Not Supported	Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Supported CPA Firms Not Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Supported Fund Accounting Not Supported General Ledger Supported Government Not Supported Multi-Currency Supported Nonprofits Supported Payroll Management Not Supported Project Accounting Not Supported Purchase Orders Supported Tax Management Supported Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Not Supported Email Marketing Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Not Supported Social Media Integration Not Supported Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Not Supported Customer Surveys Supported Drip Campaigns Not Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Supported Artificial Intelligence Not Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Supported Search Marketing Not Supported Segmentation Supported Social Marketing Not Supported Website Visitor Tracking Supported
Integrations AtClose Not Supported Facebook Not Supported FuelPHP Not Supported Google Analytics Not Supported Google Calendar Not Supported Hotjar Not Supported LinkedIn Not Supported PayPal Not Supported WebMaxy Analyzer Not Supported WebMaxy Survey Not Supported	Integrations AtClose Supported Facebook Supported FuelPHP Supported Google Analytics Supported Google Calendar Supported Hotjar Supported LinkedIn Supported PayPal Supported WebMaxy Analyzer Supported WebMaxy Survey Supported View All 10 Integrations
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