Full-service accounting platform
FEATURES & HIGHLIGHTS
Gain immediate financial insight with our fully integrated Matrix and Microsoft Dynamics 365 tools.
Maximize recurring monthly revenue with real-time tools that review, analyze, and track key metrics.
Work with Matrix Service to view everything an installer needs, including product pricing and inventory.
Incorporate quotes, proposals, contracts, and much more with Matrix Sales integrations.
Monitor progress, trends, and more with interactive dashboards, graphs, analytics, and financial data.
Access financial data and accounting tools at the office or using our mobile app and our industry-exclusive cloud platform.
As a full-service accounting platform, service providers can make smarter decisions and take action to keep businesses on the right track. Matrix Accounting works seamlessly with your Matrix software and provides powerful tools to manage everything from invoices and dealer billing to payment history and installation notes. Backed by our seamless integrations with Microsoft Dynamics 365, Matrix Accounting offers fully automated reporting and much more.
Business Operations Solutions
Streamline your personnel management and customer care with our flexible Matrix Service software for field technicians, installing companies, and office staff.
Sales plays a pivotal role in the success of any business, which is why Matrix Sales simplifies the sales process from start to finish with proposal builders, prospect management, digital signing, and more.
Matrix Portals provide residential and commercial users online access to manage accounts, view history, monitor processes and alarm data, find information about new services, and more.