you’ve got the con

administrative control

Configure Dinvy to reflect your business needs. Dinvy offers flexible system administration with permission level control typically found only in enterprise applications. And with Dinvy, there are no “out of the box” constraints, so you can run your projects and business your way.

flexibility

Dinvy offers a complete answer to your software solution needs so your team can efficiently perform their job duties without the clutter of multiple steps and applications eating up valuable time. Set up Dinvy to work the way you want it to, using your systems and terminology, and watch productivity soar.

Some popular set up options include:

  • Tenant level permissions that allows Dinvy user access based on business needs
  • Multi-language support 
  • Custom/theme support options

dashboard & reporting

Dinvy reports are based on real-world business needs–not a cut and paste template–and are dynamic, so you can complete important business actions from within the report. And with the many filters available, you can quickly access the exact data you need, so one report takes the place of many.

Tailor Dinvy reports to obtain the data you need, when and where you need it. Configure reports by:
Timeframes | Client | Project | Employee 

integration

Dinvy integrates with the apps and systems you rely on most for a smooth transition and easy adoption for your team.

  • Xero – Financial Management
  • Salesforce – Accounts, Opportunities, and Quoting
  • Adobe – PDF document generation
  • Microsoft Teams and Slack – Communications

time is money

stay up to the minute with bot notifications

Ensuring that time is properly recorded and billed is a key to your success–the hard part is making sure your team stays on top of it. Dinvy provides bi-directional bot notifications to remind your team when it’s time to capture, record, and bill clients. With the flexibility to configure Dinvy to meet your needs, time management will never be easier.
Bot configurations include:
  • Multiple language options
  • Two-way communication
  • Use the platforms you know and love–including Slack and Microsoft Teams, or email

multi-location functionality

Multi-location and billing entity support to properly segment physical locations, companies, or divisions for reporting, tax, accounting software, and entity ID purposes. You can even select the billing entity that bills customers for tax purposes, currency, and more. Office abroad? No problem. Dinvy supports both international and domestic office locations.