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Why novi AMS? There are scores of AMS products out there … why this one? What makes novi different or special?

We were designed by YOU – association professionals.  Association Executives and their staffs from across the country have collaborated (and continue to do so) on the how, why, what, when, where, who in an AMS.

Tell me, would the following features create efficiency in your office?

1. QuickBooks Online interface

novi was built using the Intuit QuickBooks Online backbone. Because of our industry-leading, two-way sync with QuickBooks, manual data entry has been all but eliminated from the monthly process. Month-end reconciliation is little more than an afterthought; our customers are reporting 10-20 hours of time saved each week!

2. Member list view

Nothing fancy … it’s just simple and it makes sense. Want to see all your ‘Corporate” members? Click on the huge button that says ‘Corporate.’ The default view of members shows member name, type, address, phone number, email address, current open balances (if applicable.) With filtering, search functions, and batch actions, you’re just a click or two away from tons of information about your members.

3. Front-end website editing

If you can type, you can edit the website. There is no reason to learn how to write HTML code or know any web developer tricks. Four steps to updating your website:
1. Click on the text you need to edit.
2. Type the new text.
3. Click save.
4. High-five the person next to you because it was so easy!

4. QuickBooks Online interface

Ok, so I know this has been mentioned already, but not from the members’ standpoint! The Member Compass™ gives logged-in-members immediate access to every event they have registered for, any open invoices they need to pay, receipts for past transactions, and much more. This saves association staff innumerable phone calls and emails from members who can’t remember whether they have registered/ paid/ renewed.

5. Groups/ Member Segmentation

Every system can segment members based on member type. But what about a deeper understanding of your members and a powerful system that allows you to create custom content, reporting, and registration options? If you need a list of lactose-intolerant members who live in 90210 and were born in 1976, we can create that level of segmentation.

6. Events

The lifeblood of a successful association is a lucrative event. novi built an events module that allows for great flexibility when creating a wide variety of ticketing and reporting. Add products (like sponsorships, raffle tickets, mulligans, etc.) to an event; give your Board a discount promo code that expires next Tuesday; create reminder links encouraging people to reserve their hotel room … We have a host of features that were created so that you have a very successful event.

7. Custom fields

A lot of the power in this system is derived from the Groups and Reporting modules. But Custom Fields are the hidden gems that drive so much of the system. The fields are ‘smart’ in that you choose whether the members’ input will be text, date, numbers, checkbox, a set of options, or a member record field. If you want to know it, we can ask it.

8. “But AMSs don’t understand trade associations!”

One of the most consistent pain points we have heard from associations is that of the membership structure. Many systems can struggle with understanding when a company joins an association, but individuals are the ones who register and attend. novi was created with that understanding. We can accept all sorts of arrangements that include parents, children, grandchildren, cousins, sisters, and even that crazy uncle who shows up from time to time.

9. Custom reports

Using rules, groups of rules, ‘and/or’ functionality, and choosing from over 400 fields (including custom fields), the only limitation on creating Custom Reports is your own creativity. We’ll help you set them up!

10. #NoWorkarounds
…it just works

We didn’t set out to create a product and then put band-aids on it whenever there were issues. We will never offer you a workaround solution – we’ll help you find a solution for your problems.

 

Just about all association management software on the market has some sort of export to QuickBooks. However, association executives from across the country continue to report that their AMS “doesn’t work with QuickBooks.” After seeing so many associations struggle with bad data transfers, clumsy workarounds, and hours of wasted staff time, the novi AMS team set out to solve this problem once and for all.

As we dug into the problem, we discovered that it wasn’t that association management software couldn’t “talk to” QuickBooks. It was a communication issue. The two systems were speaking different languages, and there was a poor translator attempting to bring the two together. This disconnect was the root of countless headaches, wasted time, and perhaps even some choice expletives as association staff struggled to implement workarounds just to get their member data and event records to sync with QuickBooks.


If novi AMS was going to get our connection to QuickBooks right when so many others have gotten it wrong, we knew we needed to take a different approach.

Here are five tangible steps that the novi AMS team has taken to finally solve the challenge:

1. Novi AMS Integrates Exclusively with QuickBooks Online. Intuit is doing everything they can to convince their desktop customers (even Enterprise) to move to QuickBooks Online. They should. It’s a more modern platform with quicker updates and better service. Our integration takes advantage of the API only available to QuickBooks Online customers. This software bridge is what allows us to provide 24/7, seamless integration between QuickBooks and novi AMS. It is also the reason why we’re able to sync individual records down to the line item instead of dropping obscure journal entries into an association’s books.

2. We’re Active in the Intuit Developer Community. Just like your members need to “get involved” to get the most out of their membership, we decided early on that our team needed to be a part of the Intuit Developer community. Not only has our team participated in their online social community and developer forums, but we have also traveled to Silicon Valley to meet with their internal team and participate in their developer hackathons. In 2016, the novi development team won “Best QuickBooks Online API Integration” for building a tool to help our clients clean their accounting records.

3. Novi AMS is published in the QuickBooks App Store. For us, this had nothing to do with marketing. Instead, we wanted novi AMS published in the QuickBooks app store so that our clients (and we) could sleep better at night. To be listed, Intuit tested novi AMS’s connection to QuickBooks and required us to provide copies of our user agreement and privacy policy. Perhaps most important to our clients, Intuit’s 3rd party security company spent several days trying to hack into our system. As of this blog post, novi AMS is the only association management software to be vetted and listed on APPS.com.

QuickBooks Certified ProAdvisor4. We have QuickBooks Certified ProAdvisor Training. The novi AMS client support team quickly learned that when you integrate two systems at such an intimate level, it can be hard to determine when an AMS question stops and a QuickBooks question begins. To make sure that our support team can be there to point you in the right direction, a number of our team members have gone through the Certified ProAdvisor training program that Intuit offers to accountants and professional bookkeepers. Our intent isn’t to replace your accounting professional, but we do want to make sure that our support team was knowledgeable and qualified to help.

5. Association Executives Give Us Real-Time Feedback. As developers, we may know how to make things happen, but sometimes it’s more important to understand why things should be a certain way. We enlisted the help of a team of association experts to teach us how they used QuickBooks and to share how they wanted their AMS to integrate. With their guidance, our development team didn’t simply “connect” to QuickBooks. We found ways to enhance QuickBooks’ native functionality to better reflect the way that associations actually work.

novi AMS® founder and QuickBook Certified ProAdvisor Pete Zimek discusses the role of technology in workplace automation and financial risk reduction with Steel Rose of CPA Magazine.

How does technology help CPA firms?

Transcript:
“Well first I think technology really automates things that we spend an inordinate amount of time doing by hand.  We’ve got some of our clients that report their staff spending 20, 30, even 40 hours per week, just on basic data entry.  The challenge is, not only is it that time consuming and expensive, but it also is a place to bring in risk. If you think about it, if you’ve got lots of manual data entry, its a place where people can make mistakes, or even worse.”