Manage All Your Agency’s Financial Needs

Vertex Financial Manager is a powerful cloud-based software for rehabilitation agencies wanting an integrated system of all their financial modules as well as other Vertex software modules. Using this software, your team can manage all your agency’s financial needs, from general ledgers, financial statements, accounts receivable and accounts payable to fixed assets, purchasing, invoicing and budgeting.

Accessible in the cloud, Vertex Financial Manager is built on Microsoft Dynamics 365 Business Central’s framework but enhanced by Vertex to suit rehab agencies’ needs. Vertex Financial Manager is the perfect solution for small agencies and particularly mid-range and large agencies that have outgrown basic financial software’s capabilities and need powerful accounting and financial modules. Additionally, Vertex Financial Manager is designed to work seamlessly with Vertex Production Manager and Vertex Billing Manager, creating convenience and satisfaction for your team to do more in their day without getting bogged down by data overload.

cloud-based software

Will Vertex Financial Manager Fit My Needs?

Vertex Financial Manager tightly integrates with other Vertex rehabilitation management solutions, making Vertex the preferred partner and the one-stop shop for rehabilitation agency-related software needs. Using Vertex Financial Manager, your team can manage all your agency’s financial needs, from general ledgers, financial statements, accounts receivable and accounts payable to fixed assets, purchasing, invoicing and budgeting. Additionally, Vertex Financial Manager is designed to work seamlessly with Vertex Production Manager and Vertex Payroll, creating convenience and satisfaction for your team to do more during their days without getting bogged down by data.

Can I Start Small and Will It Grow With Me?

Vertex Financial Manager is the perfect start-up solution for small agencies and a powerful transitional solution for midsize or large agencies that have outgrown basic financial software capabilities. Our solution offers powerful accounting capabilities no matter at which stage your agency is. You can unleash rich features across products and modules as and when you decide to move to the next level.

Vertex Financial Manager Eliminates Pain Points Common to Most Financial Software by Providing Advanced Functionality

At Vertex, we listen to what rehabilitation agencies have to say in creating an experience that eliminates pain points common to most financial software. In working with financial software, your team likely has encountered a fair share of frustration, from entering duplicate information and fixing errors to dealing with multiple vendors. We recognize your pain points and have elevated the user experience in Vertex Financial Manager, especially for rehab agencies.

Some noteworthy Vertex Financial Manager features include the ability to:

Vertex Financial Manager Starter Pack

Vertex Financial Manager’ Starter Pack is built for small and midsize agencies that need core financials and trade functionality. 

With Vertex Financial Manager Starter Pack, your team can:

  • Gain control and insight over finances.
  • Purchase and sell items and materials.
  • Manage and track workshop-related assembly.
  • Pay and manage employees.
  • Manage the billables generated by consultants.
  • Use Customer Relationship Management (CRM) tool to manage customer and supplier relationships as well as offer the highest quality of service and support.

Vertex Financial Manager Starter Pack Features

Basic Financials
Management

Basic financials management, including general ledger and fixed assets.

Basic Supply Chain and Distribution Management

Basic supply chain and distribution management, including sales, purchasing and invoicing.

Basic Human Resource Management

Basic human resource management, including recording time and absences.

Extension for Assembly Management

Extension for assembly management, adding base capability for extending assembly.

Extension for Payroll Management

Extension for payroll management, adding base capability for extending payroll.

Vertex Financial Manager Extended Pack

Vertex Financial Manager’ Extended Pack is designed for midsize and large agencies that require advanced manufacturing, warehousing and professional services delivery. The Extended Pack requires the Starter Pack to work, building on it and offering advanced features. 

With Vertex Financial Manager Extended Pack, your team can:

  • Utilize manufacturing to support and control the manufacturing environment.
  • Introduce warehousing to manage the warehouse to support operations.

Vertex Financial Manager Extended Pack Features

Advanced Financial Management

Advanced financial management, including responsibility centers, cost accounting and inter-company transactions.

Advanced Supply Chain and Distribution Management

Advanced supply chain and distribution management, including service orders and contracts along with warehousing

Extension for Manufacturing

Extension for manufacturing, including fully functional manufacturing and planning

Learn How Your Agency Can Get a Quick ROI During a Demo

Vertex Financial Manager Can Be an Investment Quickly Recouped

When rehabilitation agencies seek to simplify their software setup, they likely will face near-term expenses that can, however, be quickly recouped and provide savings thereafter. One major Vertex customer that used software from a half-dozen vendors, for example, was able to eliminate multiple software modules that didn’t talk to one another well in favor of using Vertex’s streamlined solution.

Not only did this customer and its entire team benefit from the convenience and satisfaction of using Vertex Financial Manager and other modules in our software suite but recouped its software-migration investment within the first year of use.

A Day
in the Life With Vertex Financial Manager

Imagine dealing with a simple workshop-related job contract. Now imagine how easy it would be if you could quote for the job, complete the job after it is awarded, invoice and finally handle all labor and financials in a single solution. This is exactly what Vertex offers. We eliminate the silo systems containing islands of information and make your process seamless. Our solution does not stop at this but rather goes further, helping you with all your analysis and reporting.

In summary, Vertex Financial Manager can help you track and manage your operations, process payroll and record financials while providing your agency convenience and satisfaction. Even better, Vertex Financial Manager can be integrated with other Vertex solutions, creating a powerful cloud-hosted Vertex ERP system.

Unlock Expanded Capabilities for Vertex Financial Manager in Our Complete and Integrated ERP System

The Vertex Financial Manager software module is designed to work within the powerful Vertex Enterprise Resource Planning (ERP) system. This integrated system features robust and complete cloud-based software modules, accessible by any device, for rehab agencies.

Whether your rehabilitation agency is growing or a full-scale operation, you can trust that Vertex’s Case Manager and Billing, Time and Attendance, Financial Manager, Payroll and Production Manager software modules can meet your needs by unlocking efficiencies that make your team more productive, saving money and time. Not only did this customer and its entire team benefit from the convenience and satisfaction of using Vertex Financial Manager and other modules in our software suite but recouped its software-migration investment within the first year of use.

Vertex Financial Manager may be licensed as part of a monthly or annual subscription and is licensed based on the number of full or limited users.

When Vertex Financial Manager is licensed alongside other software modules as part of the Vertex Enterprise Resource Planning (ERP) system, discounts may apply. Vertex’s friendly and helpful sales team is able to answer any questions you might have and ready to talk to you about licensing our software modules.

FAQ

Yes. You can access Vertex Financial Manager remotely using a browser on a PC or tablet computer from anywhere. No special software needs to be installed.

Yes. You can process an unlimited number of statements in each batch using Vertex Financial Manager. Alternatively, you can provide online access to the statements that each user is allowed to see. The software’s drill-down capability allows each user to know what was charged to the account.

Documentation

Looking for documentation about Vertex Financial Manager?

View our Resources page for more information.

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