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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$29 per month
Free Version
Free Trial
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Pricing
$20/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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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