SalesRepFielderDire Syzygy
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Related Products
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About
FinOptimal is an accounting automation solution built to streamline and eliminate manual workflows inside QuickBooks Online by automating accruals, journal entries, spreadsheet syncing, and real-time reporting, letting finance teams close books faster and with fewer errors. Its core suite includes Accruer for fully automated prepaid expenses, deferred revenue, fixed assets, and payroll accrual entries simply by writing “for the period,” Booker for smart spreadsheet sync and bulk editing of transactions in Google Sheets tied directly to QuickBooks, and Wrangler for live, customizable financial reporting from QuickBooks data. It works alongside existing accounting processes without replacing them, continuously syncing validated data, avoiding duplicate entries, and giving users audit-ready backups and financial insights at any moment.
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About
SalesRepFielder is commission software for QuickBooks Online: reads your invoices and the migrated sales-rep field, applies your commission rules, produces per-rep statements, and posts the journal entry into your books. Built for bookkeepers, accounting firms, and small businesses on QBO.
THE PROBLEM. QuickBooks Online has no Sales by Rep report. If you migrated from Desktop, the converter carried your REP field over as a custom-field dropdown — initials only, unlinked from any employee record. The standard fix is a monthly commission spreadsheet almost no one audits.
WHAT IT DOES. SalesRepFielder connects to QuickBooks Online and reads invoices, sales receipts, payments, credit memos, and refund receipts — including the migrated rep custom field. Commission plans run as explicit rules: flat, tiered, per-deal rate lookup, margin-based, quotas and attainment, bonuses, SPIFF windows, splits, pools, manager overrides, caps, clawbacks.
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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
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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
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Audience
Accounting professionals and finance teams seeking to automate accrual accounting, journal entries, and reporting to save time and reduce manual work
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Audience
Accounting firms, bookkeepers, and QuickBooks Online small businesses that pay sales reps from their books
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$29 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$20/month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFinOptimal
Founded: 2014
United States
www.finoptimal.com
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Company InformationDire Syzygy
Founded: 2026
Mexico
salesrepfielder.com
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