Vertex Systems Products for Large Agencies

Software Solutions for Your Organization

For agencies serving over 500 clients with disabilities, we offer a complete IT solution to help you manage your entire organization. All the modules within this integrated platform are available, as needed, to help you meet your tactical and strategic business goals.

Our Philosophy: We are focused on redefining what software, services, and support should be. We are determined to help organizations quickly, simply, and affordably – today, tomorrow and beyond.

O ur applications are efficient, scalable, secure, and flexible to help you meet your budget requirements. Our state-of-the-art systems, designed specifically for human services agencies, naturally result in significant cost, time and redundancy reduction.

All of our client management modules are available as a single application or you can employ as many or all, as needed, to help your organization become sustainable and even profitable. Our applications are available as licensed or as software-as-a-service (SaaS) products.

From Our Philosophy to Game-Changing Software

We've been helping large agencies for 30 years, with over 400 applications in more than 35 states, to run facilities with manufacturing, light assembly and kitting, and service contracts at optimal efficiency.

We offer several powerful modules designed to work on one unifying platform to eliminate the myriad of disparate products, with separate interfaces, hardware, training and support, and costs. Every product is available under our ERP solution umbrella that is customized to your needs and your organization.

Solutions for Larger Agencies

Intuition Client Management

Client Commensurate Wage Payroll

Client Payroll Manager:
Our Commensurate Wage Payroll Application – Is your staff still using paper timesheets or Excel spreadsheets for client payroll? We can reduce your paperwork load, make it easy to collect time records, pay the correct commensurate hourly wage or piece rate, track productivity, bill for services, job cost and inventory, and process payroll — all while helping you maintain DOL compliance.
>> Find out more about Vertex Payroll Software

Case Management

Case Records Manager:
Our Case Management Application – Overwhelmed with the paper trail of evaluations, demographics, individual service plans, case notes, and outcomes? We can automate your paper case file and streamline your entire recordkeeping process in one unified, easy-to-manage system.
>> Find out more about Vertex Case Management software

Service Billing

Intuition Service Billing:
Our Fee-for-Service Billing module allows you maximize billing for all the services you provide using our Intuition product to make sure you don't leave money on the table.
>> Find out more about Fee-for-Service Billing software

Attendance

Attendance Manager with Intuition:
Track your client attendance accurately with this easy-to-use application. Know at a glance all of the clients in your care. Enter data electronically to save time and ensure accuracy.
>> Find out more about our Attendance software

Agency Management

Vertex Financial Manager:
Vertex Financial Manager, based on Microsoft Dynamics NAV, is business management software that delivers comprehensive agency management functionality, from financials to your human resources and payroll to your vocational employment supply chain and manufacturing processes and much more.

Our solution connects the many moving parts of your social services organization, giving you better visibility into and control over what's going on in your agency.

Let us help you transition from outdated, non-integrated accounting software to a powerful and effective financial management system to streamline processes, deliver robust reporting, and provide business intelligence to help you make the best decisions for your organization.

Modules include (as needed):

Financial Management (GL, AP, AR, Fixed Assets, Inventory, etc.)
Human Resources Management (Payroll, Demographics, etc.)

>> Find out more about Vertex Financial Management software

The Enterprise Solution

Vertex Enterprise Resource Planning (ERP):
Your Complete IT Solution for Large Agencies
Based on Microsoft Dynamics NAV, our ERP financial platform handles all possible accounting functions (Vertex Financial Manager) and it incorporates applications for vocational workshop facilities, including (as needed):

Supply Chain Management
Job Management (Project Mgt.)
Service Management

And there's more - this powerful system is perfect for agencies with social enterprise programs: there is a low Total Cost of Ownership (TCO), high ROI value, and everything is completely modular - add only the programs you need to solve your problems with:

Inventory tracking; Barcode scanning
Jet Reporting for business intelligence
Bill of materials (BOM); Electronic payment to vendors; EDI
Job costing and job management
Business electronic notifications; document approval routing
and so much more!

Find out more about our ERP Solution

If you have questions, call us - 866-981-2600 - or fill out the request form below:

"The Vertex Systems ERP has made it possible for us to unify our purpose at Work Training Center. It gives us the tools we need to have uniformity across all departments. Everyone follows the same procedures because the software allows us to enforce a single discipline across the organization. It is much easier to train new staff because the software enforces our processes.

In earlier years the ERP system from Vertex allowed us to be more efficient and we were able to grow the agency. Of late is has been the tool that has made it much easier to accommodate the state budget cuts. Without the Vertex Systems software I think the budget cuts would have been disastrous.

- Patrick McMilan
Work Training Center