Accounting Edition

EnergizeDB Accounting Edition

is primarily focused on managing your business during and after investment but also has features fror providing a clear view of the sales process and defining projects and programs available.

Accounting Edition gives management and accounting teams a transparent view of which investors have me their commitments, money due on completion calls and subsequent operations, as well as how much WI, and NRI is left to be sold, given, or carried.

A single over-sold project that becomes a successful completed producing well can cost the business hundreds of thousands of dollars. Conversely, the same can be true for undersold projects. Accounting Edition provides clarity on over-sold and under-sold projects and can help your organization run an efficient project sales cycle.

Accounting Edition users will also benefit by quick and easy exporting (to Excel), as well as the JIB Accounting Integration and K1 Report Generation options.

Here an exported deck report is seen clearly documenting the investors units and interests purchased with a project, and which of those investors are carried and paying. Broker commissions earned and due can also be managed in this version.

The dynamic nature of invested money is also supported with the Refund and Transfer Wizard. This tool allows accounting role users to move money left over from one investment to another while clearly recording the movement history and interests due.

The most important benefit of EnergizeDB, however, is the peace of mind that comes from knowing your investor data is safe, your investor’s interests are protected, and your organization productivity is high.