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WinTeam: Accounting and Financial Management Software
Build profits, not spreadsheets. Get accounting, payroll and job costing in one industry-proven ERP.
Top Accounting and Financial Management Features
Financial Control
Financial Management
Single Source of Truth Finances
- Share financial and payment processing data across operations, HR and payroll automatically
- See P&L breakdowns by job, division or entire company
- Manage finances across multiple companies with shared resources and employees
- Eliminate manual reconciliation between systems
Improve Cash Flow
Seamless Payments
Improve AP/AR Management
- Seamless accounts payable and receivable with integrated bank reconciliation
- Process vendor payments and customer collections through one system
- Track aging, billing and manage purchase orders efficiently
- Generate recurring invoices and secure integrated payment processing
- Reduce manual entry and reconciliation time
Simplify Payroll
Accurate Payments
Ensure Payroll Accuracy
- Cut payroll processing time with integrated timekeeping
- Seamlessly apply complex pay rates and overtime rules
- Generate ready-to-use files for in-house or third-party processors
Protect Profitability
Labor Costs & Budgets
Gain Job-Level Profitability
- See true job costs including indirect expenses like rent and workers' comp
- Compare actual vs budgeted labor costs down to the shift level
- Create precise budgets and track actual vs. planned costs
- Spot profit-draining jobs before they impact your bottom line
Gain Insights
Transparent Reporting
Executive Financial Dashboard & Reporting
- Monitor profit margins and KPIs across all jobs in real time
- Access 100+ industry-specific reports with one click
- Track payment processing and cash flow
Simplify Taxes
Track Sales
Seamless Tax Management
- Handle multi-state, county and city tax requirements
- Configure tax settings by job site and service type
- Track taxable and non-taxable sales for reporting
Top Accounting and Financial Management Features
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Financial Management
Single Source of Truth Finances
- Share financial and payment processing data across operations, HR and payroll automatically
- See P&L breakdowns by job, division or entire company
- Manage finances across multiple companies with shared resources and employees
- Eliminate manual reconciliation between systems
This is some text inside of a div block.
Seamless Payments
Improve AP/AR Management
- Seamless accounts payable and receivable with integrated bank reconciliation
- Process vendor payments and customer collections through one system
- Track aging, billing and manage purchase orders efficiently
- Generate recurring invoices and secure integrated payment processing
- Reduce manual entry and reconciliation time
This is some text inside of a div block.
Accurate Payments
Ensure Payroll Accuracy
- Cut payroll processing time with integrated timekeeping
- Seamlessly apply complex pay rates and overtime rules
- Generate ready-to-use files for in-house or third-party processors
This is some text inside of a div block.
Labor Costs & Budgets
Gain Job-Level Profitability
- See true job costs including indirect expenses like rent and workers' comp
- Compare actual vs budgeted labor costs down to the shift level
- Create precise budgets and track actual vs. planned costs
- Spot profit-draining jobs before they impact your bottom line
This is some text inside of a div block.
Transparent Reporting
Executive Financial Dashboard & Reporting
- Monitor profit margins and KPIs across all jobs in real time
- Access 100+ industry-specific reports with one click
- Track payment processing and cash flow
This is some text inside of a div block.
Track Sales
Seamless Tax Management
- Handle multi-state, county and city tax requirements
- Configure tax settings by job site and service type
- Track taxable and non-taxable sales for reporting
A Trusted Solution
WinTeam is already customized to our business. They understand the current trends and issues we're facing, so they're always updating and improving the product and developing partnerships with suppliers geared towards our industry needs. I'm not interested at all in entertaining another product."
- ACT Security Group
Industry Leaders Use TEAM. You Should Too.
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