Paylocity for Finance
paylocity.comPurchase and expense records connected to financial accounting
Purchase and expense records connected to financial accounting
Payroll and HR plans with new-hire portals and task tracking
Contacts and sales opportunities linked with tasks, projects, and client documents
Contact records, sales visibility, and a connected daily task list
Yen-based crypto trading with distinct exchange and marketplace prices
Experience feedback records with delivery paths and tracked follow-up
CRM-based automation for lead capture and customer follow-up
Desktop banking with local account history and edition-specific export tools
Small-business sales records connected with wider customer operations
Currency accounts with spending budgets and app-based card controls
Contact enrichment and dated company signals across sales tools
Build hospitality rotas while tracking wage costs, attendance and employee records.
Endurance activity analysis with trends, equipment records and estimates
Photo identification with synchronised plant care records
Tax determination, electronic invoicing and reporting connected to finance data
Group expense sharing with unequal splits and offline records
Apple personal budgets with shared accounts and scheduled transactions
AI revenue platform that reads calls, emails, and CRM records to answer pipeline questions
U-One banking with account records and service-request tracking
Company spending with limits and accounting synchronization
Installed bookkeeping for sales, purchases and financial reports
Desktop double-entry accounts for personal and small-business records
Self-hosted personal records with flexible categories and import mapping