Accounting Suite

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Trade Dynamics CRM Solution is the premier business solution for small to medium-sized import/ export businesses because we offer what no other on-demand CRM system can offer, a fully functional and CRM-integrated accounting system. This easy-to-use accounting system is unrivaled by any of our competitors and will keep your books up-to-date while giving management the ability to take a look at a snapshot of the financial health of the business at any given point in time.


Easy to use pull-down menus for general ledger allows any expense or revenue to be assigned to the correct account with a click of the mouse. Trade Dynamics CRM Solution also features a number of custom features no other small business accounting software can offer. You may have an unlimited number of shipping and billing addresses and individual sales accounts. Each customer may be assigned individual credit terms and the system is set up to take payments in cash, check, or any number of other methods.


Our integrated accounting software includes all of the standard reports you'd expect from an enterprise resource solution and a report builder tool can be used to generate custom forms and reports. These are the tools that give you a competitive edge against the competition needed in a competitive global market place. Trade Dynamics CRM Solution is also equipped to maintain all of your employee information and handle the payroll function seamlessly while debiting and crediting the proper accounts receivable and payable accounts.


Importing and exporting data with our accounting software for small businesses is quick and easy. An extensive programmable export feature allows for selection of individual fields or orders and allows fields to be processed in terms of formatting for currency or rounding numbers prior to export. Built- in filters allow a business to selectively export any desired field or data from the customer, inventory, vendor, banking, or the general ledger. The modular shipping tool allows for a direct interface to many of the most popular freight carriers operating today for even more functionality.


Menu choices in the Trade Dynamics CRM Solution have programmed security access that you control for each individual user in the system. You may designate any menu choice as none, read only, enter, or full edit. This helps to keep your sensitive business information safe from prying eyes and discourages collusion. Other features include a backup feature that protects valuable company information on the storage medium of your choice. Trade Dynamics CRM Solution can work with any number of currencies and can convert them at your discretion. It melds perfectly with the inventory CRM function to assign costs for sales, inventory, and cost of goods sold and has the ability to track by serial number if needed.


Trade Dynamics CRM Solution does what no other on-demand CRM or small business accounting software can do, it melds together CRM and accounting and does it in a web-based environment that can accessed anywhere, any time, by any computer with internet access.

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