The Document Management Solution for QuickBooks

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• The Document Management Solution for QuickBooks

Gold Developer
Michelle Dulog [phone] Michelle_dulog_at_per
sonable.com
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SourceLink

• SourceLink Standard Edition provides the
  document management solution that allows users to
  link electronic files to QuickBooks records.
• Attach, detach or view documents associated with
  QuickBooks transactions process is similar to
  attaching a document to an email
• Scenario

• Results
• Better customer service
• reduced expenses- filing material
• free time

• Solution Use SourceLink.
• Scan
• Save
• Attach the invoices

Problem Sue needs a solution to help her keep
track of the Bills entered into QuickBooks.

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Benefits of SourceLink

• Using SourceLink, QuickBooks users can
• Improve Business Efficiency and Reduce Operation
  Cost
• Save cost on Storage Material and Space
• Save time spent on filing/searching/retrieving
  documents
• Build a stronger customer relationship
• Respond easily and quickly to customer/vendor
  demands
• Improve QuickBooks data quality
• Improve communication among users
• Simplify compliance with regulatory mandates
• Grow Business with less resources
• Manage more clients with less time
• Manage more vendors
• More office space

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Target Customer Profile

• Personable provides 2 SourceLink solutions
• Standard Edition
• Management Edition

Business Types 5 to 20 QuickBooks users with
QuickBooks Enterprise Edition.

• Construction

• Manufacturing

• Financial Services

• Health Care

Business Size Small to Medium size companies
using QuickBooks Enterprise Edition

• Single user to multi user environment
• Workstation to Server

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Target Customer Profile

• Typical Business Management Solutions Deployed

• SourceLink Standard Edition is used by companies
  for document management solution needs including
  attaching source documents to bills, checks,
  invoices, customer records, vendors records,
  employee records, etc. So QuickBooks users can
  improve business efficiency and reduce operation
  cost.

• SourceLink Management Edition is used by
  QuickBooks users to set up rules, monitor and
  control key transactions, detect violations and
  fully report on events. So QuickBooks can easily
  gain valuable insight A/P and A/R business
  activities, make real time changes and ensure
  sound business decisions.

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Solution Overview
Key Features Functionality

• Business Process Automation

• Hands Free Filing System- TurboFolder, My Notes,
  etc

• Email/print source documents of the transactions

Advantages Benefits

• Attach all file types

• Supports multi users

• Non proprietary filing system

• Support both workstation and server environment

QuickBooks Enterprise Integration Overview

• Designed specifically for QuickBooks
• Not a separate application
• Supports from 1 20 QuickBooks users

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Solution Demonstration
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Resources Available

• Online Resource Site
• www.personable.com
• Trials and Demos
• Tutorial and live Demos
• Free trials before CD Key activated
• Marketing and Sales Collateral
• Intuit Case Studies
• SourceLink Information Flyers
• Educational Resource
• Document management white paper
• Product Reviews
• Sleeter Group Awesome QuickBooks Add-On Award
  2007
• Inuit Case Study
• Customer References

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Resources Available cont

• System Requirements
• - Minimum CPU required Pentium or AMD 500 MHz-
  Minimum memory required 256 MB- Minimum hard
  disk space required 20 MB- Operating system
  version Windows 98SE/ME/2000/XP- Minimum screen
  resolution 800 x 600
• Technical Support
• - Personable provides 800 toll free phone line
  support from 600am to 500pm (PST), Monday
  through Friday. - Tech Support PricingPlease
  contact Personable for pricing. - Tech
  Support Telephone[phone] - Tech Support
  URLhttp//www.personable.com

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Key Contacts

• Primary Contact Name(s) and Contact Information
• Personable, Inc 1(800) 688-4281
• www.personable.com
• Partner Management Michelle Dulog
• [phone]
• michelle_dulog_at_personable.com
• Sales Marketing Frank Kotch
• (714) 430- 1194
• frank_kotch_at_personable.com
• Technical Support Young Kim
• [phone]
• young_kim_at_personable.com