Autotask

(105)
3.8 out of 5 stars

Autotask Pro integrates all of the features and functionality you need - and the flexibility to adapt them to meet your specific business requirements

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Autotask Features

Client Invoicing
Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

80%
(Based on 62 reviews)
Electronic Payments

Accepts electronic payments from clients

n/a
Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

n/a
Project Resource Mgmt.
Budget Tracking

Enables project managers to track and manage time and expense budgets

n/a
Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

n/a
Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

81%
(Based on 72 reviews)
Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

79%
(Based on 56 reviews)
Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

86%
(Based on 73 reviews)
Administration
Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

77%
(Based on 54 reviews)
Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

84%
(Based on 52 reviews)
Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

85%
(Based on 46 reviews)
Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

77%
(Based on 40 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

80%
(Based on 49 reviews)
Platform
Reporting

Access pre-built and custom reports and dashboards.

81%
(Based on 52 reviews)
APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

80%
(Based on 48 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

78%
(Based on 31 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

88%
(Based on 53 reviews)
Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

72%
(Based on 45 reviews)
Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

67%
(Based on 18 reviews)