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The Wind2 Financial Management System

A full ERP system designed by Deltek.
Questions about The Wind2 Financial Management System? Call (800) 827-1151 and talk to a software expert now.

This product has been discontinued, and is no longer available for purchase. Deltek recommends you consider Deltek Vision in substitution.

Note: Wind2 has been purchased by Deltek and Wind2 products are no longer being sold. Deltek does offer a solution designed for the needs of former Wind2 Financial Management System customers: Deltek Vision. For more information on Deltek Vision please feel free to visit the product directory page, by clicking on the Deltek Vision link in the Related Products section at the bottom of this page.

The Wind2 Financial Management System

Exclusively for the Professional Service Firm:

Do you and your clients want…

  • more profitable projects
  • customized on-time invoicing
  • informative project management reporting
  • greater control over your staff’s project commitment
  • accurate financial reporting

The Wind2 Financial Management System can help you achieve all of these objectives and more.

This advanced time/billing, project control and financial accounting system is actively used by over 3,000 professional services firms including…architects, engineers, environmental consultants, design firms, advertising agencies, software developers, accounting service providers, marketing consultants, management consultants, systems integrators, and CPA’s.

Wind2 FMS includes over 300 accounting/job tracking reports and invoices. It is tightly integrated with Crystal Reports to allow virtually unlimited flexibility to modify these standard reports or develop new custom reports from scratch.

Renown for outstanding customer service, Wind2 software provides users with the tools to maximize success, and the services to implement them quickly, effectively and continually.

Accounts Payable

The Accounts Payable module does more than just pay the bills. It’s a complete payables management system that gives you instant access to payables liability information for managing cash and expenses, that efficiently distributes expenses to your general ledger and billable projects, that controls vendor payments through company checking accounts, and that prepares 1099 Forms.

Its many features lay the foundation for you to run a tight ship and protect the strong vendor relationships that are so essential to the success of your business.

AR Collections

AR Collections streamlines your entire receivable collection process by helping you monitor the status of unpaid invoices, prepare the appropriate follow-up (letters and emails), and keep everyone in your company’s collection process informed.

AR Collections even maintains comprehensive logs of all correspondence associated with individual invoices to assure that your employees always have a complete picture of an invoice’s history and status.

Business Management

The flexible and comprehensive design of the Business Management module is unequaled. Its many advanced and productive features afford you an effective, long-term solution to the shortcomings of your current financial management system.

The Business Management module is provided as a stand-alone module or as part of the integrated Financial Management system. It uses employee time records and project expenses to provide these major functions:

  • Project invoicing
  • Project bidding, management and budget control
  • Project profit analysis
  • Employee evaluation and management
  • Accounts receivable

Cash Management

The Cash Management module accumulates cash receipt and disbursement information from other modules. Use it to view and manage all cash activity for each checkbook and to determine your overall cash position at any time.

General Features

  • Maintain an unlimited number of checkbooks (and general ledger cash accounts).
  • For each checkbook, maintain a complete transaction history of disbursements and receipts.
  • Create and print bank deposits from receipts and maintain a complete deposit history.
  • Record miscellaneous disbursements, receipts, adjustments, transfers, and service charges.
  • Print vendor, client refund, and miscellaneous checks.
  • Void checks, receipts, and other bank transactions.
  • Post all activity to the general ledger.
  • Quickly and easily reconcile checkbooks. Mark ranges of transactions or mark them one at a time.
  • Use Cash Management reports to identify all sources of cash and how it was spent. Forecast cash flow and identify investment opportunities.

Document Management

Wind2 Document Management enables you to capture, organize (by project or client) and manage electronic documents, including Wind2 billing reports and invoices, word processing documents, CAD files, faxes, emails, scanned images, and PDF files.

No more company wide searches for important documents since Document Management puts your firm’s critical documents in the hands of those that need them, when they need them. Wind2 Document Management is available as an integrated module within Wind2 FMS or as a stand-alone product.

Executive Information Systems

Executive Information System allows your managers to quickly obtain summary information concerning client history, client and project billing, accounts receivables, project profitability, project budgets, vendor history, vendor status, accounts payable, purchase orders, financial status, and cash position.

Reporting, graphing, and drill-down to supporting information and source documents are provided.

General Ledger

The core accounting module for the Wind2 Financial Management System is the General Ledger. It lays the foundation for providing simple and effective solutions to the financial management challenges facing your business.

Its features allow incredible control over the manner in which an accounting system responds to varying management styles and practices.

Link to Best Fixed Assets

Now, the synergy between Wind2 FMS for Windows and Best Fixed Assets can be realized with the Wind2 Link to FAS Fixed Asset Accounting.

This two-way link transfers asset valuation data from the Wind2 FMS Accounts Payable module to FAS for complex depreciation calculations, and FAS, in turn, sends depreciation entries back to Wind2 FMS for posting to the general ledger.

With the link, Wind2 customers have a vast array of depreciation options enabling them to improve fixed asset management and more accurately report on their financial position.

Link to Microsoft Project 98/2000

The Wind2 MS Project Link transfers project information that has been set up in Wind2, such as project name, project and billing group ID, phase, labor code and time records to MS Project for analysis. MS Project can then be used to schedule project tasks, establish task dependencies, and review and resolve resource allocation conflicts.

The link effectively eliminates the duplication of information, so you can control your projects with confidence.

Link to Wind2 Award!

This product is a link to the Wind2 Award! product. Utilize this link to transfer periodically update the Award! database with new project , client and employee information contained in your accounting program.

When key employees submit time entries that show commencement of work on a new project, the Award! database will be updated automatically to show this new project as the employee’s responsibility.

Payroll Plus for Windows

With the Wind2 system you have two payroll alternatives:

Payroll Plus for Windows: as an integrated component of Wind2 FMS, Payroll Plus eliminates duplication of effort.

Payroll Plus accepts time and cost rate information from the Business Management module, and automatically forwards payroll expense and liability information to the General Ledger and Accounts Payable modules. Payroll Plus also links to Best HR for the firm with extensive human resource needs.

EasyPay, a Canadian Payroll application, published by EasyPay Software. A link that transfers time data to ADP or PayChex for those firms that use these popular payroll services.

This responsive combination of payroll alternatives is unmatched by any other financial management system available to the professional services firm.

And it reflects our commitment to offer our customers productive, cost effective solutions that meet their needs.

Purchase Order

Purchase Order tracks goods and services that you order. Use it to print purchase orders and internal requisitions, record goods and services received, and create invoices.

You can also assign project commitments on a purchase order for immediate client billing (prior to receiving the invoice from the vendor or subcontractor).

System Manager

The System Manager module is used to set up company, user, and card file information and establish security access options.

Web Suite

Web Time and Web Reporting bring Internet technology to those areas of the system where it is most needed, while at the same time protecting the highly confidential accounting and financial database from unauthorized Internet access.

Web Suite allows any employee, whether in the office or working remotely, to enter time and gain access to Wind2 reports via a web browser.

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