Stay Ahead of the Curve
Rentals Key Features
Meet your Customer Expectations with Mobility, Simplicity, and Speed
- Advanced Contracting: Print, Electronically Sign, or Send Documents
- Automated and recurring messaging can be built into workflows for continuous follow-up
- Easy to Manage electronic contracts via Dashboard
- Built in texting and emailing service information
- Collect Stipulations and other documents directly into CRM
- Enables your business to choose a single foundation for business operations and processes across many locations
- Long term access to digitally signed documents
- Mobile Conversations with customers plus history
- Automated Collections with secure OnFile information
- Build workflow tasks for sales, operations, and service
- Print, E-sign, or E-Deliver your document packages with ease. Maintain customer documents and stipulations with security.
- Add your documents to it for E-Signing or Printing
- Make it easy to collect customer payments
- Simplified Requirements: Use Google Chrome or Safari.
- Fully integrated Messaging and Document Delivery
Accounting & Collections Feature Breakdown
Fully Integrated with CRM, Inventory, Deals & Service — Accounting is connected across the entire Autodeals platform for end-to-end visibility and automation
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200+ Automated Transactions — Eliminate repetitive tasks with automatic journal entries across sales, expenses, BHPH, service, and reconditioning
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Real-Time Profit & Loss and Balance Sheet Reports — Instant access to key financial metrics with export-ready summaries and custom date filtering
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Credit Card & Bank Statement Uploads — Import and reconcile statements directly for simplified bookkeeping
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BHPH, Lease & Loan Posting Automation — Supports principal, interest, fees, and partial payments with fee breakdowns and tracking
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Detailed Chart of Accounts — Pre-built and customizable to align with your dealership’s structure and reporting requirements
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Audit-Ready Transaction Logs — Every transaction, adjustment, and rollback is time-stamped and fully auditable
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Expense Allocation by Department or Deal — Track service, sales, and administrative expenses with precision
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Inventory Expense Integration — Automatically applies inventory-related expenses like reconditioning, shipping, and floor plan fees
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Automated Loan & Lease Amortization Schedules — Accurate interest, principal, and fee tracking throughout the life of the loan
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Support for Accrual & Cash Accounting — Flexible configuration based on your dealership’s accounting method
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Reconciliation Tools for Accounts Payable & Receivable — Stay on top of balances due and incoming payments
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Custom Ledger Numbering & Account Types — Tailor account IDs and types to match your CPA or controller’s preferred setup
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Dealer Reserve & Warranty Tracking — Track deferred revenue and reserve balances across all deals and product lines
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Integrated Payment Matching — Match incoming payments with open receivables, reducing manual reconciliation
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BHPH Collections Journaling — Automatically track payments, missed installments, and penalties in your general ledger
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Secure Access with Permission Controls — Define who can post, edit, or view financial data
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Multi-Location & Branch Support — Separate financials by location, or consolidate across your enterprise
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Exportable Reports in Multiple Formats — Download data to Excel, CSV, or integrate with external accounting systems
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User-Friendly Accounting Dashboard — View journal summaries, cash flow indicators, and key alerts in one place
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