Ecognity Small Business Server

Everything you need to run your small to medium sized business

Small Business Server

from Ecognity Ltd.

The Small Business Server from Ecognity, provides everything you need to run your business in a simple to use and comprehensive customer management solution. Whether you need a comprehensive contact management system, an easy to use invoicing platform, or an accounts management solution featuring multiple currencies and accounts, Small Business Server from Ecognity is for you.

Our built in invoicing and subscriptions system allows you create one off invoices, and also to retake control of your customer’s subscriptions from your payment gateway provider. This complete independence from payment gateways, allows you switch payment platforms as often as you wish, easily and without loosing customers.

Monthly Expanses Graph

Monthly Expanses Graph

Features at a Glance:

  • Comprehensive customer contact management (CMS)
  • Customer subscriptions management
  • Built in multi currency customer invoicing or upload from an external app
  • Stripe payment gateway built in as standard
  • Other payment gateways available on request
  • Accounts cashbook supporting unlimited bank and cash accounts
  • Upload and track bank statements for multiple accounts and currencies
  • Integrated quotations system for easy invoicing
  • Expenses & Revenue Graphs
  • Limited access accounts for your accountant and other operators
  • Extensible modular design enables modules to built on request. For example running a radius server for your active service subscribers

Customer contact management (CMS)

The comprehensive customer contact system provides everything you need to manage your customer contact information.

Easy subscriptions management

The subscriptions management system provides automated administration and invoicing for website and other regular customer subscriptions.

Easy to use customer invoicing system

The customer invoicing system provides the ability to easily produce and send customers a one off invoice, or invoice your customer at regular intervals via the subscriptions system.

Stripe payment gateway built in as standard

The Stripe payments gateways is built into our Small Business Server, which allows your customers to pay their invoices by credit card.

Other payment gateways available on request

We prefer using Stripe, as it is secure and reliable. However we can also support other payment gateways if requested.

Cashbook supporting unlimited bank accounts

Unlike other accounting systems, our Small Business Server supports unlimited cash books in multiple currencies and petty cash.

Customer quotations

Quickly create and track quotations for your customers that automatically update customer contact and invoicing information.

Modular design

Small Business Server is designed so that additional modules can be added on request. Example: Updating users on a Radius server.

Limited access accounts

Limited access accounts allows read only access to your accountants, so they can easily access your accounting.

As standard, the server includes a comprehensive contact management system that also allows you to either scan a QR code, or download a VCard, to import the contact information to any number of devices. Contacts may also be grouped together for easy administration, such as client service groups, or business related service providers. The options are endless.

Also included as standard, is our subscriptions management module. This allows you to take control of your own subscribers and automatic subscription payments, without relying on external services such as PayPal subscriptions or any other payment gateway provider. This enables you to manage your own subscriber base whilst, most importantly, maintaining independence from financial services providers.

Our Invoicing module is also included in our standard Small Business Server. This allows you to easily create invoices in any currency you support, as well as easily see which invoices are outstanding. You can also review invoices before sending via email, and produce period sales reports, as well as export and download the raw data to a Microsoft Excel spreadsheet. 

The invoice module fully integrates with our multi-currency multi-account CashBook module. You can create cashbooks for all the bank and cash accounts you hold. Payments from subscriptions paid from any of our supported payment gateways, are automatically updated in the cashbook, saving you valuable hours chasing and updating payments. Again, you can produce period expenses reports, as well as export and download the raw data to a Microsoft Excel spreadsheet. 

The built in Quotation module, allows you to issue quotations for work and projects. This fully integrates with the product management module built into the Small Business Server and will automatically work out the quotation according to the price list you have defined for each product or service.

Features at a Glance:

  • Customer contact management (CMS)
  • Customer subscriptions management
  • Customer invoicing
  • Stripe payment gateway built in as standard
  • Other payment gateways available on request
  • Cashbook supporting unlimited bank and cash accounts
  • Quotations system
  • Limited access account types for your accountant and other operators
  • Extensible modular design enables modules to built on request. For example running a radius server for your active service subscribers

The Small Business server also supports restricted login accounts that enable you to give remote access to your accountant for example. An dashboard user with accountant privileges can generate reports, but has not access to update records. This saves a great deal if time emailing spreadsheets and financial data to your accountant on a monthly, quarterly, or annual basis.

The modular design enables the server to be extended with any number of additional features, which can be easily built for your server.  Examples of these feature include payment gateways such as Worldpay, a helpdesk ticketing system, and radius login servers built from your active subscriber lists.

Customer Comments

Here is a selection of customer comments we have received on our helpdesk 


John B.

“Thanks Support that has done the trick!!! Top notch service and top notch support as always.”

Melanie K.

“I’ll definitely recommended it to my all my friends. Cheers! Thank you SOOO much for your help. Thank you, thank you and thank you. I’ll remember and never forget YOUR help.”

David D.

“We are not very technically minded, and your support guys set the whole service up for us. Many thanks for your help, you guys are life savers.”

Stephan L.

“Best customer service ever :o)”

Ben W.

“Thanks very much for all your prompt advice and assistance. I have recommended your service to a number of people who have also taken it up. 
All the best,”

Michael Mc.

 “As always, the best technical advice from IT security professionals. Thank you for the excellent support!! “

Managed Applications for Small Business