The right tool for the job.
Let’s face it—bookkeeping and accounting have come a long way since the days of the abacus and bean counting. Today, we have a range of fantastic tools that make our lives easier, ensure accuracy, automate tedious tasks, and generate insightful reports to help you make informed business decisions. Below are the tools we use and recommend. This isn’t an exhaustive list, and we work with many other platforms, but these are our go-to solutions.
Accounting Software
QuickBooks Online (QBO) is an industry-leading cloud-based accounting solution for small and medium-sized businesses. It allows users to manage their finances, track expenses, and run detailed financial reports from any device. With robust integrations and automation features, QBO simplifies the bookkeeping process, ensuring accuracy and efficiency.
Receipt Management and Bookkeeping Client Portal
Keeper help you simplify your bookkeeping and receipt management. This powerful app keeps all your receipts documented, organized and accessible, so you’ll never stress over lost paperwork again. Plus, its seamless communication portal makes working with us easy and efficient. We are proud to be an affiliate.
Payroll
Patriot Payroll is an affordable payroll solution designed for small businesses. It offers both full-service and self-service options, automating tax calculations and filings, while providing easy-to-use features like direct deposit and employee self-serve portals. With its user-friendly interface, Patriot Payroll simplifies payroll management without sacrificing functionality.
Gusto is a comprehensive payroll and HR platform tailored for small to medium-sized businesses. In addition to automating payroll, Gusto offers benefits administration, employee onboarding, and compliance tools. Its all-in-one approach helps businesses manage not only payroll but also health benefits and other HR-related tasks with ease.
eCommerce
A2X is a specialized accounting tool built for e-commerce businesses. It integrates directly with platforms like Amazon, Shopify, Etsy, eBay, and Walmart to automatically reconcile sales, fees, and taxes. By syncing with accounting systems like QuickBooks, A2X simplifies complex e-commerce transactions, breaking them down into accurate summaries that ensure your books stay up to date. For businesses operating across multiple online channels, A2X helps streamline accounting processes, saving time and improving accuracy.
Katana is an intuitive manufacturing ERP and inventory system designed for small to medium-sized manufacturers. It provides real-time inventory management, production scheduling, and order tracking, making it perfect for businesses in industries like electronics, food production, and textiles. With seamless integrations to platforms like Shopify and QuickBooks, Katana helps streamline manufacturing operations from raw materials to finished goods.
SOS Inventory is a cloud-based inventory management software designed for small to medium-sized businesses, particularly those using QuickBooks Online. It offers tools for tracking inventory, managing orders, and handling manufacturing processes. SOS Inventory is ideal for businesses that need robust inventory control but require more advanced features than QuickBooks alone provides, such as serial number tracking, assemblies, and multi-location management.
Fabrikator is an inventory and supply planning tool specifically designed for Shopify stores and other e-commerce businesses. It provides features like inventory forecasting, automated replenishment, and advanced analytics, helping businesses streamline operations and avoid stockouts. Fabrikator is ideal for direct-to-consumer brands that want better control over their inventory and supply chain, making smarter purchasing decisions based on real-time data.
Accounts Payable (AP) & Accounts Receivable (AR)
Melio is a simple, yet powerful tool for managing business payments. It allows businesses to pay vendors and contractors via bank transfer or credit card, even if the recipient only accepts checks. Melio is designed to streamline accounts payable with features like bill tracking, scheduling payments, and easy integration with accounting software like QuickBooks.
Stripe is a robust payment processing platform that is popular among e-commerce businesses. It allows companies to accept online payments via credit card, bank transfers, and more. Known for its developer-friendly APIs, Stripe integrates seamlessly with websites and apps, providing businesses with detailed reporting and advanced fraud protection.
Construction & Trades
Contractors and Trades are one of our specialties here at RJD Bookkeeping. The apps below are our go-to recommendations for managing operations. They’re listed in order of the ideal client size—from smaller businesses benefiting from streamlined tools, to larger firms handling complex projects. We find that most of our clients fall into the middle, using solutions like Jobber thru BuilderTrend to manage their day-to-day operations effectively.
Jobber is ideal for solo, small, and mid-sized service businesses like landscapers or cleaning companies. It helps streamline job scheduling, invoicing, and client communication, making it easier to manage day-to-day operations. Perfect for businesses looking to automate and grow without adding administrative burden. We are a certified Jobber Partner.
Kickserv is a field service management solution that strikes a balance between simplicity and functionality. It streamlines job scheduling, estimates, invoicing, and customer management, all while integrating seamlessly with QuickBooks. Ideal for service businesses that need robust features without overwhelming complexity, Kickserv helps you manage your operations efficiently and stay organized on the go.
Knowify is designed for small to medium-sized contractors in construction and trade industries. It specializes in project management and job costing, providing real-time insights into budgets and progress. Best suited for contractors who need to track jobs and expenses closely while keeping financials in sync with QuickBooks. We are a certified Knowify Advisor.
BuilderTrend is a project management platform built for residential and commercial builders of various sizes. It excels in client communication, scheduling, and budget management. Best for builders and remodelers who need a comprehensive tool to handle everything from job tracking to invoicing in one place.
Procore is a robust construction management platform designed for larger construction firms managing complex projects. It offers tools for collaboration, documentation, and financial management, making it ideal for large teams that need to stay on top of multiple large-scale projects simultaneously.
Financial Planning & Analysis (FP&A)
Float is a cash flow forecasting tool designed to help businesses manage their finances with real-time data. By syncing with platforms like QuickBooks and Xero, Float provides up-to-date cash flow forecasts, helping businesses plan for future expenses, track financial health, and make confident decisions. Ideal for businesses looking to replace manual spreadsheets with accurate, visual cash flow projections, Float ensures clarity and confidence when it comes to managing your money.
Fathom is a financial analysis and reporting tool designed to help businesses and advisors gain deeper insights into their financial performance. It integrates with platforms like QuickBooks to deliver advanced reports, cash flow forecasting, and KPI tracking. Fathom is ideal for businesses seeking to create visual, easy-to-understand reports and track financial health, providing valuable insights for decision-making.
