SaasAnt accounting automation

August 22, 2023 - Reading time: 3 minutes

SaasAnt is a leader in the domain of SAAS-based accounting automation. The company has been on a mission to transform the accounting and bookkeeping landscape for small businesses, CPAs, and accountants. With a vision to become a comprehensive accounting automation ecosystem for small to medium-sized companies and accounting professionals, SaasAnt has been at the forefront of introducing innovative solutions that make accounting more automated, streamlined, and accessible.

SaasAnt was founded with the belief that there's a more efficient way to handle accounting and bookkeeping. The company was established in 2015 to integrate automation into accounting processes to assist small business owners and accountants expand their ventures. SaasAnt's primary objective is to revolutionize bookkeeping for small businesses and accountants through automation software solutions. The team at SaasAnt prioritizes user-friendliness and functionality, ensuring that their products are secure, affordable, and customer-centric.

Mission

SaasAnt is committed to ensuring its clients' highest levels of certainty and satisfaction. Their mission involves assisting business owners, CPAs, and accounting professionals with automation software solutions to enhance business growth.

Vision

SaasAnt envisions itself as an accounting automation ecosystem for small to medium-sized businesses and accountants. Their goal is to make accounting processes automated, streamlined, and easily accessible for business owners and accounting professionals.

Historical Timeline

  • 2015: SaasAnt embarked on its journey to revolutionize the accounting automation sector.
  • 2016: The company launched its cloud-based bulk accounting automation solution, SaasAnt Transactions for QuickBooks Online.
  • 2018: SaasAnt introduced SaasAnt Transactions Desktop, exclusively designed for QuickBooks Desktop.
  • 2020: PayTraQer for QuickBooks was released, a flagship product to sync e-commerce transactions with QuickBooks online.
  • 2022: SaasAnt launched the PayTraQer for Xero

Achievements

  • Top-rated QuickBooks App
  • Recognized as an Intuit trusted partner
  • Trusted by QuickBooks Advisors
  • More than 100M transactions processed

Guiding Principles

1. Customer Focus & Empathy:  SaasAnt emphasizes understanding customers' challenges, needs, and aspirations. They prioritize being available whenever a customer needs assistance.

2. Integrity: The company's motto is to provide the best solutions to customers as a team, aiming to lead in the accounting automation industry.

3. Innovation: SaasAnt continually strives to be unique and address the challenges faced by its customers, pushing the boundaries of innovation.

4. Excellence: The company focuses on excellence while designing state-of-the-art products to address customer challenges.

5. Speed & Efficiency: SaasAnt's products are designed to deliver accurate and fast solutions, enhancing productivity.

6. People: The team at SaasAnt is dedicated to providing round-the-clock service, ensuring that customers face minimal challenges.

SaasAnt Products & Features

1. SaasAnt Transactions

  • Bulk Data Entry: Saasant Transactions facilitates the bulk import, export, and deletion of transactions into or from QuickBooks. This is particularly useful for businesses that deal with a high volume of transactions and need an efficient way to manage them in QuickBooks.

  • Wide Range of Transaction Types: The tool supports various transaction types, including invoices, sales receipts, journal entries, and expenses, making it versatile for different accounting needs.

  • Data Mapping: To ensure data integrity and reduce the chances of errors, Saasant Transactions offers a mapping feature. Users can map fields from their input file (like an Excel spreadsheet) to the corresponding QuickBooks fields.

  • Support for Both QuickBooks and Xero: Saasant Transactions supports QuickBooks Online, Desktop, and Xero.

  • Backup and Restore: The tool often has features allowing users to back up their QuickBooks data before making bulk changes, ensuring that users can restore their data to a previous state if needed.

2. PayTraQer

  • Robust integration with E-commerce & Payment Gateways: Saasant PayTraQer can integrate with several popular e-commerce & payment gateways/platforms, such as Amazon, Shopify, Woocommerce, Square, PayPal, and Stripe with QuickBooks & Xero.

  • Automated Sync: Transactions are synced automatically from the payment gateway to QuickBooks/ Xero, so users don't have to enter them, reducing the chances of errors manually.

  • Reconciliation: The tool helps users reconcile their payments, fees, and refunds with ease, ensuring that the QuickBooks/ Xero account matches the payment gateway statements. By automating the sync and reconciliation process, businesses can save significant amounts of time and reduce the overhead of manual data entry.

  • Detailed Tracking: Apart from simple transactions, PayTraQer provides insights and details of each transaction. This includes fees, refunds, and more, which aids in providing a clearer financial picture.

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