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Basic, enterprise-wide monthly subscription to ID Nest is $25.
The optionality within IDnest allows for each user to build a custom experience.
Basic, enterprise-wide monthly subscription to ID Nest is $25.
The optionality within IDnest allows for each user to build a custom experience.
A credit card is required for account activation and will be charged a $25 base fee plus fees for enabled tools and systems after trial period is complete. Costs inclusive of up to 10 users. Monthly Billing occurs automatically on the 1st of each month. Accounts activated mid month will be billed solely for the proportionate duration of system usage within that month. Cancel your account at anytime with no penalty.
Within IDnest, your website is constantly monitored to ensure every aspect is running properly from the back end. There’s no more wondering why new client inquiries aren’t making their way to you, if your images are optimized or how your SEO is performing. If there’s an issue or a broken link, IDnest monitors your website’s health 24/7.
Your social strategy and growth goals are unique to your firm. Planning for success and measuring against those plans are intrinsic in the DNA of IDnest and paramount to growth. IDnest provides analytics that report on the performance of your digital campaigns and evaluates these analytics in relation to your personal plan. Your social strategy is enhanced by real-time performance and data outlined in an easy-to-understand format focusing on key metrics that evaluate your digital messaging’s impact.
Establishing an annual budget and consistently checking actual performance against your budget is a best business practice. IDnest’s innovative insights allow for setting budgets for only most watched income and expense line items or all line items in your QuickBooks chart of accounts. The firm’s actual performance compared to budget and thresholds is easily denoted as on or off track. These powerful insights when reviewed regularly will allow users to lean into areas of peak performance and change course in underperforming areas to meet firmwide budgetary goals.
This unique compilation of information allows the user to assess which vendors are best for their business. Vendor data is gathered from CRM system and project management system and Quickbooks, as applicable. The profit earned on items purchased by vendor is detailed and in an interactive notes area of the analysis, users enter details of vendor interactions along with a “rating”. The system tracks all vendor interactions for the year and provides insights for each to allow the user to make more informed decisions around vendor engagement.
Monitoring project profitability is a cornerstone of small businesses. IDnest pulls project sales and costs from QuickBooks and compares that data to thresholds set by project and at the firm level. Users easily see which projects are on track and which are not in alignment with pre-set goals. The report can be run for custom periods and each version can be saved in IDnest for future reference and comparison to subsequent reports.
Payroll and payroll taxes typically represent one of the largest annual expenses. The Monthly Employee Profitability Report allows the owner to monitor the profit of each employee. With a simple format, income generated per employee less compensation, this report allows for easy analysis of team utilization and can assist in compensation decision-making. This report can also be generated for staff that have 1099 status versus employee status.
The Cash Available Analysis answers a pressing question on every small business owner’s mind, “how much cash is mine?” With high bank balances and significant amounts owed to vendors and to the state(s) for sales tax, understanding the amount of unencumbered cash at any given point in time has historically been a struggle. The Cash Available Analysis includes current bank and credit card balances from Quickbooks along with key data from your project management system to compute the amount of cash available. This innovative report provides the critical data point necessary for owners to make more timely business decisions.
The IDnest Price Change Analysis fills the gaps between your project management system whether it is our proprietary system or industry supported platform and QuickBooks. This innovative report allows for key data included in your project management system to be compared to the underlying accounting data maintained in QuickBooks. The key comparisons have been carefully developed to ensure checks and balances between money received on an item and money paid out to a vendor for that same item. Consider this report the safety net between your project management system and QuickBooks that allows for easy analysis and resolution of differences.