eEngagements and eProposals for Business

Compatible with MYOB AccountRight Live, New Essentials and Xero Accounts

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Client Engagement Letters

Send engagement letters for digital acceptance straight to your clients using your contact data

MYOB and Xero Template Pre-fill 

Utilise standard paragraphs in MYOB AE/AO PM or Create paragraphs in Cerebiz to prefill data and clients into your proposal templates

Ready to Engage

Select from various layout options and template formats or easily customise your own

Business and Client Proposals

Create professional proposals for acceptance. Send directly to clients or new prospects  

MYOB and Xero Template Pre-fill

Utilise standard paragraphs in MYOB AE/AO PM or Create paragraphs in Cerebiz to prefill data and clients into your proposal templates

Ready to Propose

Select from various layout options, template formats and customise it for every brand and client

 
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Cerebiz eEngagement Module

Automate engagements, client acceptance and payments

Fully Customisable

Brand and market the look and feel of your engagements to suit

Automatic Pre-filling

Fast build custom proposals, add fees, existing client and company data from MYOB or Xero with a click

Track Proposals to Engagements

Gain insights into client actions and the performance of every proposal from engagement to payment

Proposal Dashboard

All in one dashboard to review your acceptances and payments

Faster Engagement Payments

Utilise Billing for accepted proposals for immediate payments

Automate New Subscriptions

Customise client payments and add subscribers with renewable options for ongoing automatic payments through Cerebiz Billing

 

Cerebiz eProposal Module

Customized Proposals utilising your existing data

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Create Your Own Template Sets

Brand and customise your own presets for quick set-up and send

Automatic Pre-filling

Fast build custom proposals, add fees, existing client and company data from MYOB or Xero with a click

Track Proposal Interactions

Gain insights into client actions and the performance of every proposal, test different methods and compare

Proposal Dashboard

Easy follow-up and acceptance dashboard for all campaigns

Faster Proposal Acceptance

Clients receive custom proposals on any device (Email or SMS) with a one-click button for quick acceptance 

Faster Proposal Payments

Automate e-Engagement letters from accepted e-Proposals for immediate payments through Billing

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Grow your Busines with Cerebiz Add-Ons

Take data analytics, forecasting and planning to the next level

Budget

Create budgets and Track

Actual and Variances

Marketing Campaigns

Distribute Marketing Materials, Newsletters and more

Financial Reporter

Powerful Advisory Tools for CFOs

Company Consolidation

Manage Business and Team Performance Proactively

Advanced Analytics

Advanced analysis and reporting requirements for Practices

Cash and Reminder

Are compatible with these modules

Thanks for visiting Cerebiz

Xero App and MYOB Premium Developer Partner

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If you're in need of custom Accountancy tools please contact us