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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.

About

Vergo is a cloud-based, AI-driven financial platform built specifically to help construction companies put project accounting on autopilot by capturing and coding credit card transactions, receipts and expenses in real time, auto-matching receipts to corporate card transactions, automating AP invoice entry and approval workflows, and syncing all spend data directly into major construction ERP systems like Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, QuickBooks and many more so teams can close books faster and reduce manual work; it includes mobile receipt capture, customizable AI-powered job cost tagging and approval routing, duplicate detection, real-time analytics into project costs and under/overbilling, and configurable controls to eliminate data entry errors, giving both field and office users an intuitive interface to track transactions, manage reimbursements and approvals, and get actionable financial insights.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting professionals and finance teams seeking to automate accrual accounting, journal entries, and reporting to save time and reduce manual work

Audience

Construction finance and accounting teams that need AI-powered expense, invoice and project cost management to automate financial workflows and integrate seamlessly with ERPs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

$5 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FinOptimal
Founded: 2014
United States
www.finoptimal.com

Company Information

Vergo
Founded: 2021
United States
www.getvergo.com

Alternatives

Alternatives

Coreloops

Coreloops

GigBridge
Causeway Project Accounting

Causeway Project Accounting

Causeway Technologies
SyncTools

SyncTools

SyncTools.io
LoanAssistant

LoanAssistant

Integrated Accounting Solutions

Categories

Categories

Integrations

QuickBooks Online
BQE CORE
Brightpearl
CRM for SYSPRO
ComputerEase
Deltek Ajera
Deltek Vantagepoint
Enertia
Epicor CRM
IFS
Infor CRM
JD Edwards EnterpriseOne
JOBPOWER
Katana
M3
Microsoft Dynamics GP
SAP Business ByDesign
Sage 100 Contractor
Tyler Content Manager
Viewpoint Spectrum

Integrations

QuickBooks Online
BQE CORE
Brightpearl
CRM for SYSPRO
ComputerEase
Deltek Ajera
Deltek Vantagepoint
Enertia
Epicor CRM
IFS
Infor CRM
JD Edwards EnterpriseOne
JOBPOWER
Katana
M3
Microsoft Dynamics GP
SAP Business ByDesign
Sage 100 Contractor
Tyler Content Manager
Viewpoint Spectrum
Claim FinOptimal and update features and information
Claim FinOptimal and update features and information
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Claim Vergo and update features and information