Slick Pie

SlickPie is a free online accounting software designed for small businesses, offering delightful
and easy-to-use interface, online invoicing and billing, late payment reminders, bank
reconciliation, financial reporting, tax management, document management, and more. SlickPie
enables users to create customized online invoices with their own logo, which can be sent
automatically to clients. Repeating invoices can be set up for clients paying consistent amounts,
with user-defined recurrence intervals, and SlickPie automatically sends these at the defined
intervals. Invoices are tracked and users updated when clients open, review, and pay. Payment
options can be displayed in the invoice, with customers able to click through and pay using credit
cards or through PayPal integration. Customer returns can also be processed, with existing
invoices credited or credit notes applied to customer accounts.
SlickPie allows users to manage offline payments, with the ability to mark invoices as paid if
payment has been received by check or bank transfer. Users can set up late payment terms to
automatically add late fees on to invoices, with the option to only charge fees to specific clients.
Late payers are automatically emailed reminders by SlickPie, letting users track late payments
without needing to chase clients.
SlickPie's financial and management reports include quick links to source transactions, and can
be created and configured on an ad hoc basis. Balance sheets, profit and loss statements, sales tax
returns, depreciation schedules, and management reports can be created, and performance
tracked for sales teams, departments, cities, and regions. Accounts can also be closed off at the
end of reporting periods, including tax periods and the end of the financial year.
SlickPie is a comprehensive, user-friendly solution designed for small businesses. It offers
simple yet innate bookkeeping procedures to keep financial processes headache-free. Access
financial data from any location, obtain 24/7 clientele payment management, and execute
automatic transactions with recurring invoices and payment reminders.
Its top features include online invoicing and billing, automated data entry, live bank feeds,
financial reports, bank reconciliations, multi-currency and quote creation. Access numerous
reports from balance sheets and general ledgers to journal reports and more. SlickPie
permanently closed in March 2021.
Key Features
 Invoices: Implement predetermined invoice templates or formats. Install automatic,
recurring invoices that send to the same clients with the same conditions, get prompt
payments when clients hit the simple payment link, and directly pay with a credit card
or PayPal.
 Payment Modes: Compensate invoices with Visa, MasterCard, American Express,
PayPal or Stripe for faster online payments and better deadline management. Utilize
encrypted data for all transactions for enhanced security.
 MagicBot and Expense: Input expenses and transactions manually or perform automatic
scans. Attach source documents or mark billable fees. Draft personalized payments for all
costs.
 Sales Tax: Manage municipal, state, regional, provincial, federal and other tax types that
apply to company accounts. Create several tax names and connect them to specific
products or repeating transactions.
 Bank Reconciliation: Import information from bank accounts, credit cards and PayPal
transactions to verify current books and accounts. Reconcile all payments made within
the last year in minutes instead of hours.
 User Management: Add additional users and companies, from accountants and business
partners to staff members and external companies, without limitations for effective
centralization.
 Transactions History: Use detailed purchasing data, such as dates, amounts paid,
amounts received, taxes, fees, side notes, credits, interests, client information, chart of
account, previous related acquisitions and more, for in-depth monitoring.
 Limitations
 At the time of this review, these are the limitations according to user feedback:
 Has limited charts.

 Doesn't integrate with other software.
 Hard to understand.
SlickPie is an accounting software designed with a focus on providing a comprehensive set of
features tailored specifically for service-based small business owners. Here's a detailed
breakdown of the information provided
Online Invoicing: SlickPie enables users to create and send invoices online, facilitating efficient
billing processes.
Income and Expenses: Users can easily track both their income and expenses within the
platform, allowing for better financial management and budgeting.
Reporting: The software offers robust reporting capabilities, allowing users to generate various
financial reports to gain insights into their business performance.
File Attachment: Users can attach files to their transactions or invoices within the platform,
helping to keep all relevant documentation organized and easily accessible.
Late Payment Reminders: SlickPie includes automated reminders for late payments, assisting
users in improving cash flow by reducing the instances of overdue invoices.
Team Management: This feature allows users to manage their team members within the platform,
facilitating collaboration and task delegation.
Phone Support: SlickPie offers phone support to its users, providing assistance and guidance via
direct communication with customer support representatives.
Online Help/Support: In addition to phone support, users can access online help and support
resources, such as FAQs, tutorials, and knowledge base articles, to troubleshoot issues or learn
more about the software.
User Interface/Navigation: SlickPie boasts a modern user interface and intuitive navigation
system, ensuring users can easily navigate the platform and access the features they need
efficiently.
Modern vs. Old Style: This likely refers to the design aesthetic and usability of the software.
SlickPie is described as having a modern user interface, suggesting it offers a visually appealing
and user-friendly experience compared to older, more outdated
DASHBOARD: The main overview page showing various sections and options.
Review File: Likely a feature to review documents or files.
PEOPLE: Possibly a section related to managing contacts or individuals.
Receipt Details: Information about a specific receipt, possibly from Jamba Juice.
Jamba Juice: Name and address of the business.
Contact Number: Phone number for Jamba Juice.
TRANSACTIONS: Details about a transaction.
Type: Type of transaction, in this case, a receipt.
Date: Date of the transaction.
Transaction Number: Unique identifier for the transaction.
Time: Time of the transaction.
ACCOUNTS: Information related to accounts.
Host: Possibly the person responsible for managing the accounts, in this case, ROSA G.
MATHEW: Possibly the name of the person associated with the account or transaction.
INVENTORY: Details about inventory items.
Item: Name of the item, possibly "Strawberry Whirl Sixt".
Price: Price per unit of the item.
REPORTS: Section related to generating reports.
COMPANY: Information about the company or business.
To Go Total: Total amount for "to go" orders.
VISA #XXXXXXXXXXXX1751: Partially masked Visa card number used for the transaction.
Chart Of Account: Possibly a link or section related to managing accounts.
SIGNATURE: Possibly a space for a signature.
ADD LINE ITEM, APPROVE, Cancel: Actions that can be taken on the transaction or receipt.
Feedback: Option to provide feedback.
SlickPie is a cloud-based accounting software designed for small businesses. Here's a detailed
overview of its features:
MagicBot - Automated Receipt Data Entry: Utilizes AI technology to automatically extract data
from receipts and invoices, streamlining the data entry process.
Send Online Invoices: Allows users to create and send invoices online to clients/customers.
Multi-Currency: Supports transactions in multiple currencies, facilitating international business
operations.
PayPal, Stripe, and Credit Card Processing: Integrates with popular payment gateways for easy
online payment processing.
Create Quotes and Estimates: Enables the creation and management of quotes and estimates for
potential clients.
Track Expenses: Helps track and categorize business expenses for better financial management.
Manage Bills: Facilitates the management and tracking of bills and vendor payments.
Track Sales Tax: Automatically calculates and tracks sales tax for accurate tax reporting.
Get Live Bank Feeds: Allows users to connect their bank accounts to import and reconcile
transactions in real-time.
1.
People: Unpaid: $696.71

2. Transactions: Current: $3,100.00 Overdue: $16.25
3. Sales Report: Total Amount: $709.60
Inventory:Jan: 300 Feb: 200 Mar: 100
4. Company Contact Overview: Various contacts including Kim & Tie Dental, Colin Stone, Alex
Santos, John Consulting, and TD Canada Trust.
5. Profit & Loss (as of 05/27/2016): Net Profit: $3,109.90 Income: $7,925.82
Company Name: Paula's Pies
Dashboard: Provides an overview of various sections like invoices, customers, transactions, and
accounts.
Invoices: Allows creating new invoice templates, viewing existing invoices, and managing
invoice details.
Customer Name: Alex Santos
Transactions: Includes options for creating repeating invoices, bills, reimbursements, and others.
Accounts: Probably for managing financial accounts.
Repeating Invoice: A feature to set up recurring invoices.
Invoice Details: Includes information such as currency (CAD), products/services sold (like Red
Velvet Cupcakes and Variety Sliced Cheesecake), quantities, prices, taxes, discounts, subtotal,
total, balance due, and notes for the customer.
Report: Likely for generating financial reports.
Company: Displays company-related information and subtotal, tax, discount, total, and balance
due for the invoice.

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SlickPie is a free online accounting software designed for small businesses, offering delightful

 Has limited charts.

People: Unpaid: $696.71

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