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Hubdoc is a cloud accounting application that automatically fetches financial documents from hundreds of banks, utilities, telecom providers, and online vendors; extracts the key data; and seamlessly syncs transactions to cloud accounting platforms with source documents attached. With Hubdoc, reconciliation, payment processing, and audit-proofing are just a few clicks away.
CalendarBudget is web-based online budget tool that runs in your browser or mobile device. It's calendar interface shows your financial activity on the day it actually happened and is designed to be easy to use and to allow you to both TRACK and PLAN your money in the past and future. No complicated system that takes weeks to get used to - just walk up and use!
CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Junxure’s industry-leading technology solution provides CRM and office management through powerful workflow automation tools while ClientView provides a secure client portal to extend your services to the web. www.junxure.com
Shoeboxed is a document management service and software that scans, organizes and categorizes receipts, business cards and other paperwork into a searchable cloud database. We help small businesses and entrepreneurs get organized and maximize tax deductions by turning physical paper into digital data. Our mission is to streamline tedious accounting and administrative tasks so that business owners can spend less time on paperwork and more time doing what they love. Shoeboxed can be accessed through our web app and mobile app, and product features include: Precise scanning, OCR and human data verification | On-the-go receipt and mileage tracking with mobile apps | Prepaid receipt and document mail-in service | Automatic Gmail receipt syncing | Business card organization and management | Customized expense reporting | Integration with major accounting programs such as: Wave Accounting, Evernote, Xero, FreshBooks, Outright, Bill.com, Intuit, Fujitsu, and HP.
Anytime Collect automated accounts receivable software puts the entire A/R process on auto-pilot, allowing collectors to save time and focus on building key customer relationships. Users are able to automate email, including attachment of supporting documents such as invoices, purchase orders, and more. Available online bill pay allows customers to pay by clicking an email link and entering through a secure payment portal. Anytime Collect has a prioritized actions list that tells you who needs to called right away, whether they need to be called or emailed, their account info and past communication notes. Even more features are available and are shown in a demo.
Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
We make collecting money fast, easy, and highly predictable. YayPay is a cloud-based, predictive accounts receivable automation solution that leverages data and automatic payment communications to accelerate collections. YayPay integrates with multiple accounting, billing, and CRM applications for a complete look into the collections process to help organizations better predict cash flow and increase revenue.
Vestd is the UK’s first automated equity distribution and management platform for small and medium-sized enterprises (SMEs). Our cloud-based platform simplifies every aspect of how equity distribution is arranged and managed. We help private businesses save time, hassle and money by making it possible to use equity to help meet businesses meet their goals.
Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, payment data, plus much more. Our executive product suite consists of a range of business solutions such as company credit reports, monitoring tools, marketing data, and debt recovery tools all supported by one of the most predictive credit scoring algorithms on the market. Creditsafe ensures you feel secure that you are making sound, informed business decisions based on the information you receive from our system. We offer both local and international company credit reports instantly available with online coverage in over 60 countries. We can also supply a freshly investigated company credit report on any company anywhere in the world within 2-10 working days. All reports benefit from a standardized credit rating that allows you to compare international companies to local ones.
Tipalti is the only end-to-end solution to automate the entire global payables operation in a unified cloud platform. We take the pain out of payables by cutting 80% of the workload, freeing up your team to focus on growth initiatives. We also provide the systems infrastructure to scale, with robust tax and regulatory compliance built in and financial controls to govern your AP operations. We do all of this while maintaining 98% customer satisfaction and work with leading companies like Google, Amazon, Houzz, Twitter, GoPro, and GoDaddy. We ensure success with dedicated service and support, and with more than 1.8 million suppliers around the world, we’re ready to drive your success. Tipalti provides accounts payable teams a complete global B2B payables automation solution that makes it painless to process invoices, match purchase orders to receipts and invoices, and pay suppliers and partners around the world. Wipe out 80% of your AP and supplier payment workload. Tipalti cuts the manual work from your accounts payable processes, so you can focus on revenue growth and cash flow management instead of back-office financial operations. Tipalti provides the infrastructure that sets you up for long-term sustainability, so you’ll never have to implement another AP system. Reduce tax, regulatory, and financial control risk. Built-in audit logs, OFAC and other sanctions screening before every payment is processed, signatory rights, role-based views and privileges, robust workflow approvals, and KPMG-certified digitized tax form collection and validation mitigate risk and fraud – and ensure compliance. Transform AP to a revenue center. Early payment referral fees give AP revenue sharing opportunities and allow companies to manage cash flow better without impacting working capital. Improve supplier relationships. Offer a broad range of global payment methods and currencies, improve payment accuracy and timeliness, give early payment discounts, and provide proactive supplier visibility to payment status and history to enhance the supplier payment experience. Tipalti’s enterprise-grade cloud platform meets the highest level of security standards with extended user roles, approval workflow, and data protection. Tipalti’s systems are PCI and SSAE16 SOC audit certified. AES encryption and white-listing ensure payer and supplier information is maintained to the highest industry security levels.
AuditBoard is a fully-integrated GRC platform for SOX compliance, controls management, operational audits, and ERM, all united by a powerful, intuitive workflow. With real-time dashboards that provide quick, 360-degree snapshots of a company’s audit and risk universe, we empower teams to work smart -- and audit happy. Our product suite includes: SOXHUB, OpsAudit, Workstream, ERM, and Compliance. Learn more at www.auditboard.com.
Real-time enterprise risk management with Microsoft Excel Invantive Control is a proven real-time Enterprise Risk Management (ERM) software solution to assess the likelihood of financial threats and project risks from within Microsoft Excel. Invantive Control provides businesses and organizations with all the functionalities needed to make real-time risk management decisions. In addition Invantive Control empowers you to create, secure and share detailed risk matrices, models and plans in Microsoft Excel. The input and outcome of your risk models will be exchanged with your databases using SQL. With Invantive Control you will have all the functionalities you need to control risks, calculate projected figures and project your future cash flows in real-time. Pairing Excel and databases for optimizing your risk strategy Invantive Control provides you with benefits such as: - Flexibility of Excel paired with the data integrity provided by your own database. - Download and upload facts to your databases using SQL. - Real-time risks management and intelligence within compliance rules. - Database and data warehouse with time-travel to look into your historical figures enterprise wide. - Create and execute predictive models such as PD, LGD, NPV and IRR from within Microsoft Excel. - Calculate projected figures, future cash flows and return on capital investment in real-time. - Structured framework that meets ISO 27002, SAS 70, Dutch GAAP, USA GAAP and IFRS standards. - Open and handle large templates and models within Excel using the integrated document management system (DMS). - Design and edit different risk models. Supported Platforms Invantive Composition for Microsoft Word supports the following databases: - Microsoft SQL Server - MySQL - Oracle RDBMS - Teradata - IBM DB2 UDB - ANSI SQL - ODBC
Get paid faster by automating your accounting processes. InvoiceSherpa's advanced invoice reminder and collection software automatically chases late invoices and integrates quickly with all major accounting software platforms. InvoiceSherpa is packed full of management features to automate your accounts receivable, which speeds up your cash flow cycle so you can improve your bottom line, business performance and customer satisfaction.
Anticipate and navigate global regulatory compliance confidently with the most comprehensive and trusted intelligence available in a single solution.
Agiliron Software offers a multi-channel SaaS product for businesses who sell on-line and at brick and mortar stores and need to integrate all their channels together.
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
MIDAS (https://mid.as) is a powerful and intuitive browser-based scheduling system that gives you complete control over your room bookings & resource scheduling. Accessed entirely from your favorite web browser, see at a glance when your bookings are scheduled, manage staffing & equipment, send confirmations & invoices to clients, take booking requests through your website, and put an end to confusion & double bookings once and for all! As all you need is a browser, your MIDAS booking system is readily available wherever you are! - Whether at the office, at home, or on the move - from your desktop, laptop, tablet or mobile device - your booking information is right at your fingertips! Available to download (for use on your own server), or as cloud hosted SaaS (Software as a Service), MIDAS drastically cuts down on your costs, by streamlining the time spent on booking & administrative tasks, and reducing the amount of paperwork!
Pentana is a software product that offers a complete solution for risk-based auditing. Comprising audit best practice, risk library content, easy deployment and a modern user interface for on and offline working, Pentana has an unrivalled pedigree in audit and risk management.
QuickBooks hosting by Ace Cloud Hosting allows you to have your licensed QuickBooks desktop software installed on the highly secure and super fast servers and then access to the QuickBooks software and data with a secure login and a password over an Internet connection. Here are some benefits you get with QuickBooks Hosting - 1. Anytime, anywhere access 2. Multi-device compatibility 3. Multi-user collaboration 4. Reduced IT costs 5. Better integration with add-ons and 3rd party business software such as Bill.com, Fishbowl Inventory 6. Secure data transfer and regular backup 7. Business continuity and disaster recovery 8. Automatic updates and upgrades with QuickBooks Software 9. 24x7 expert support 10. Fully-featured QuickBooks Desktop environment
Offering best advice whilst handling large volumes of cases and driving costs out of your business will be real challenges you are facing. Designed specifically to deal with the complex tasks of the insolvency industry, DebtFlow is a fully automated end to end solution for managing all aspects of insolvency cases.
Have you fallen in love with Traction® by Gino Wickman? Looking for software to manage the EOS process without tangles of Google docs and spreadsheets that all require manual updating? Look no more! Traction Tools software helps organizations implement the Entrepreneurial Operating System (EOS) with ease. Run and manage your Level 10 meetings, V/TO, and your accountabilities in one place. Go further, faster with additional features such as texting to capture issues, to-dos and people headlines while you're on the go. Get email reminders of To-Dos for you and your team. Learn what the power of Traction Tools can do for you with a free fully featured 30-day trial and white glove service to handle all of the configuration and data migration for you. Schedule a personal demo today by contacting ClientSuccess@MyTractionTools.com
Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit www.broadridgeadvisor.com Emerald Connect and Forefield are now Broadridge Advisor Solutions.
An automated migration service across CRM systems. Data2CRM.Migration offers two options of CRM Data Migration: 1) Automated CRM Migration. You can set up the fields mapping and data import on your own. Try a free Demo Migration to check the service in action and launch a CRM data transfer in an automated way. 2) Personal Aphroach. We will take into consideration your requests and recommendations. Besides, you will get the personal account manager who can answer all questions concerning CRM data migration. Data2CRM Benefits - Intuitive Interface Just like 1-2-3. Specify the access credentials of the current and future CRM systems, map the fields, run the migration. The transfer is easy to perform with a few mouse clicks. - Data Mapping and Custom Fields Migration Map the fields of your current and future CRM systems in accordance to your business needs. - Free Demo Migration The SaaS provides an opportunity to check the process in action. The service migrates the limited amount of items together with relations between the records. - Convenient Users Mapping The service offers you to choose a future CRM user to assign the records of the existing CRM user.
Make the right move with Dryrun, software to forecast your cash flow and sales so that you can look into the future and make better decisions. Knowing your numbers ahead of time will lower your risk and make you more money. Connect to QuickBooks Online, Xero & Pipedrive. No more nasty surprises.
Easy Accountax is online cloud based accounting software for small businesses, individuals and accountants.
Hyperwallet’s payout platform provides growing organizations with a frictionless, transparent, and reliable way to manage payments and enhance the payee’s experience almost anywhere in the world. Trusted by enterprise, ecommerce, and on-demand platforms, Hyperwallet's flexible payment technology empowers businesses to securely and efficiently distribute funds from within a singular payment environment.
Invoice Home is an intuitive software system that allows customers to generate invoices through the use of 100s of free invoicing templates. Customers may join and use for free, while they create, edit and email invoices and other financial documents such as quotes, estimates and receipts to their customers, or download the completed invoice templates to a PDF or excel file in order to print. The system is purposely kept simple, clean and fresh so that anyone can quickly and easily fill in the proper information required, choose a unique template and personalize with a company logo or photo and be done in minutes. There are several payment platforms offered such as Gateway and PayPal so that customers can get paid instantly, or there is an option to manually mark invoices paid if it is being paid via cash or check. Standout features include auto numbering, multi taxes, unlimited storage, automatic backups, and over 150 currencies supported by the system.
Business management platform designed for Audio Video integrators, also applicable to service oriented companies like Electricians, Plumbers, etc. Includes CRM, Product Catalog, Proposals, Project Management, Invoices, QuickBook Integration, Sales Orders, Purchase Orders.
Magnetic Software is an all-in- one workflow management platform designed and built for agencies. It combines all essential project management capabilities into a single easy-to- use system: account management, sales CRM software, business development, traffic management, project management software, time tracking, billing, HR management and resource scheduling. We designed Magnetic to help agencies waste less time, manage projects smarter, and deliver on time and within budget. The system offers a bird’s eye view into your business from anywhere, at any time. From key sales metrics to instant profitability reports, resource availability and time allocation, you’re able to track multiple areas of your agency at any moment.
Revvy Contract Management is an enterprise-grade, Salesforce-native solution that enables organizations to create and manage all types of sell-side contracts (e.g. sales contracts, service contracts, NDAs, SOWs, etc.) in one place.
Gain ERP is an online accounting software that offers Accounting, Billing, Inventory and SaaS model services for SMB market, it leverages open source technologies and Google Cloud Technologies to lower project costs and strengthen the customers business.
Passport Business Solutions (PBS) Accounting PBS provides flexible and immediate financial reporting that management needs to make good business decisions.
ACI delivers white label global payment gateway solutions to payment service providers (PSPs), independent sales organizations (ISOs), acquirers, independent software vendors (ISVs), and value-added resellers (VARs), enabling to fully outsource payment transaction processing and integrate a gateway-to-gateway solution.
Softfair is a POS Software that maintain paper based Business Process for items, Sales, Purchase and inventory, it will keep records and generate daily, weekly or any periodical reports of items, Sales, Purchase, Accounting & Inventory which is normally prescribed for day to day activity.
PROJECT in a box is methodology led PPM. You choose the methodology for your projects and programmes, either an off the shelf standard from us, your personalised version or any custom process structure you require. Your users then collaborate within this environment working on documentation, plans and other project controls to deliver your document. All the while PROJECT in a box is collecting your data for you, automatically assembling the information you need to monitor your projects, programmes and portfolios. Use your information to create stylish and effective reports from templates or power notifications and reminders, so you don't miss out on important events. Access your information from a highly flexible browser interface on any device or a windows application from your desktop.
Sageworks Valuation Solution is a web-based platform tha enable business valuation professionals to streamline workflow, increase realization rates and offer advisory services and follows the income, market and asset approaches to generate an accurate, defensible value.
SAP Hybris Products for Revenue Management Innovate with agility and increase transparency across the entire revenue management process from customer engagement to revenue recognition with agile, scalable and highly-automated billing, invoicing and revenue management solutions. Our on-premise, SAP Hybris Billing solution gives you the power to work more profitably in a complex partner ecosystem, reselling their products and services and sharing revenue accordingly. You’ll also be able to accurately anticipate the effect of new pricing models and create targeted offers that combine both products and services. With SAP Hybris Revenue Cloud, you can deliver simplified, personalized CPQ (Configure, Price, Quote), Order Management and Subscription Billing experiences nimbly from the cloud. You’ll gain the speed and agility you need to adapt in the fast-paced economy we live in.
Thomson Reuters Compliance Learning is a leading provider of ethics and compliance training, offering 800+ courses that are fully customizable.
Thrive by Business Instruments provide a Software Solutions for Project Management, Accounting, CRM, and Dashboard that offers intuitive tools for business owner, with the visibility needed to grow business successfully, it measure business growth, and provides the appropriate real-time metrics needed to keep business on track.
Trimble Accubid Enterprise is a server-based, spec-driven estimating platform for electrical, industrial mechanical, and ICT contractors.
XAP is a platform that scales out stateful applications in high-performance low-latency environments. It is designed to support eXtreme transactional applications such as OMS (Order Management Systems), pre-paid systems, trading, and market data; and real-time analytics applications such as profit-and-loss analysis, reconciliation, and Value at Risk.
Access Financial Solution is a finance and accounting software that integrates with Access comprehensive business software suite and third-party solutions, from core ledgers, sales order processing and procurement to workflow forms, document management and reporting.
Access FocalPoint is a scalable project costing software that help user to easily manage everything from work in progress to client billing it integrated with time recording software that can be accessed from any mobile device for a complete project accounting solution.
Accounts Payable functions define and supplement two very critical aspects of any business: Cash Flow and External Vendor/ Supplier Payment Management. These are directly attributable to a firm's profitability and impact each of its LOB. A systematic Accounts Payable process brings about disciplined approach to evaluate and improve Financial Management for the entire organization.
Newgen Accounts Payable Software that automates invoice processing for Accounts Payable, it can process invoice from any supplier in any format using automatic vendor identification along with content analysis and recognition.
aCloud Expense is a software that takes control of travel and expense management, allowing user to manage employee expense claims, track costs and report accurately with easy to use business intelligence dashboards. the in-app messaging tools enable faster resolution to queries and claims.
aCloud Financials is a software that help businesses grow beyond their existing micro-accounting software and are looking to go to the next level of system, it delivers online accounts and invoicing including core ledgers, cash flow and automated bank reconciliation
AcuScheduler is a native Salesforce scheduling application that offers SMBs a single and centralized platform from which to manage appointment schedules online. Incorporating customizable notifications, self-scheduling technology and reporting analytics, AcuScheduler aims to deliver users a simple yet powerful scheduling solution. Designed as a native Salesforce app, AcuScheduler allows users to schedule appointments seamlessly within the Salesforce platform. In order to manage scheduling effectively, AcuScheduler equips users with group scheduling, availability management and multiple scheduling configurations. With AcuScheduler’s group scheduling capabilities, users can organize appointment hosts conveniently into different groups using customizable categories such as office, skill-set or role. By facilitating additional sub-groups, AcuScheduler allows users to identify people with whom they want to schedule appointments. Users can indicate their availability by noting their working days, holidays and the time at which they start and finish taking appointments. To enhance user productivity, users can determine their availability for the year using AcuScheduler’s sliders and auto-save functionality. With multiple scheduling configurations, AcuScheduler affords users the flexibility to self-schedule as well as delegate scheduling. Moreover, utilizing customizable notifications, users can decide when and how to notify meeting participants. AcuScheduler also employs an APEX API which allows users to integrate video conferencing and SMS directly into the AcuScheduler platform. Further to scheduling activity, AcuSchedular grants users valuable insight into appointments with their inbuilt analytical reports and dashboards.
Alogent provides financial institutions with mobile and branch deposit automation, item processing, enterprise content management, and omni-channel account opening solutions.
ArgoERPi is a software that improve the business process and the efficiency of overall resource utilization in the economical way, applicable to multi-company, multi-factory, multi-currency, multi-profit center and multi-program management and is sufficient to meet the demand of enterprises in the international competition.
Assetic Accounting gives finance professionals who manage asset portfolios flexibility and control. It delivers improved transparency and insight at the level of detail that suits your organisation, enabling more efficient financial reporting and regulatory compliance. Assetic Accounting has been designed to support a range of accounting methods and works seamlessly with valuations data from Assetic Assets. Inbuilt asset transactions and workflows ensure reliability and efficiency in carrying out asset accounting.
ProcessMAP Audits Management software simplifies the challenge of managing organization-wide audit programs. Since enterprise audit data is captured within a single platform, data mining, benchmarking, and trend analysis processes are significantly improved. Additionally, stakeholders can collaborate, communicate, report, track, and share information during the entire EHS audit lifecycle.
Auto Finance Servicing Software Shaw Systems offers a state-of-the-art auto finance servicing software solution. Our solution manages every aspect of the servicing life-cycle through delinquency management, recovery and placement. It offers seamless support for the needs of the borrower, dealer, internal staff, and management. The modern lending landscape provides challenges for maintaining a competitive advantage. Improving corporate efficiencies in line with increased volume and compliance requirements is a difficult task. Shaw provides a clear advantage to the lending community through automation, technology, and integration with value-added industry partners. Shaw supports a myriad of consumer loan products with integrated features to automate processes and navigate the dynamic credit landscape. We support loans, lines of credit, dealer/indirect, floor plan, commitments, securitization, and insurance/products. Consumer finance organizations can obtain business faster and at a lower cost with our auto finance servicing software solution. Expanding customer relationships with competitive offerings, while managing risk, increases our clients’ competitive advantage. Our customer-centric enterprise suite of products can enhance every process.
Bizstim Business Management Software is a business software for service companies and individuals. It offers features for scheduling, HR, client relations management, and accounting.
Make your business more organized with software for management, tracking, planning or projecting cash flow. Keep track of cash flow across your business, customers, suppliers, as well as projects or tasks. All online with Caflou. Caflou is not just cash flow management software, we are all in one software - we also offer Managing customers and suppliers, Project and task management, Time management and tracking, Invoicing, Document Management or Calendar.
CampusNexus Finance, HR and Payroll provides you the data visibility you need to forecast and manage your workforce, budgets and student enrollment to align with your institution's vision of growth.
Camsao is the easiest way for companies and teams to securely track compliance activities and avoid mistakes. Camsao is a shared task system used by company secretarial, regulatory compliance, legal and governance departments to ensure no compliance action is ever missed. Its purpose is to manage high level tasks (e.g. regulatory filings, AGM activities, annual reports, directors meetings, business name renewals, solvency resolutions, etc). Tasks are managed by changing their status, reminders, adding notes, attachments, rescheduling them and updating other relevant data.
Capriza transforms how corporate approvals are done by rapidly delivering a simple, consolidated experience for managers and executives on their mobile devices using existing business applications. By doing so, managers can make informed business decisions anytime, anywhere and increase business agility. Enterprises relying on Capriza include MasterCard International, Volvo Financial Services, and Titan Machinery.
1095 forms are used to display the health care coverage provided by the employers for their employees as per IRS and ACA (Affordable Care Act). CheckMark 1095 Software is one of the best suitable for both size businesses to report and file or transmit ACA requirements of health care coverage. Got Enhanced reporting, security and control access features. It’s Compatible with both windows and MAC platform. Easy Importing of information using tab- delimited text file. Can Create unlimited databases, companies and employee entities .Ensures High level security through set up admin (full access) and sub users (limited access). 1095 Reporting will generate all necessary forms and includes an e-file option in the event your data needs to be e-filed. Can view and print the reports before filling.
1099 form is one of several IRS tax forms used in the United States to prepare and file an information return to report various types of income other than wages, salaries, and tips. CheckMark 1099 Software is simple, easy-to-use and affordable. 1099 software delivers results and saves your precious time and hard work .Software has carefully taken care of all the forms for both Windows and MAC version with the option of E-file to submit all the data to the IRS electronically. All covered transactions are filed based on the IRS requirements. 1099 software provides 1099-MISC, 1099- INT, 1099-DIV, 1099-R and 1099-S forms. It saves money and time with easy data entry and importing data option. The intelligent import feature maps source data to your forms. It Remains compliant with current tax laws.
Chesapeake System Solutions is an integrated software that brings visibility and control to numerous financial and treasury processes, including reconciliation and financial close automation, treasury and liquidity management, bank fee analysis and relationship management, unclaimed property compliance, and bank data aggregation.
With Circulus (Formerly XTBills), it's never been easier to keep up with your vendor payments and employee expense reimbursements. Our simple and affordable cloud platform offers the tools you need to take the pain out of payables. Pay bills via check or ACH payment, manage your AP review & approval process, edit user permissions, view detailed reporting, and store unlimited bill images, all while synchronizing data with your QuickBooks Online or QuickBooks Desktop account. Schedule a demo or free trial today: https://circulus.io/business-bill-pay/
Delinquency Management Our delinquency management software maximizes the effectiveness of associates at banks, credit unions, auto dealers, finance companies, and financial institutions of all sizes. It provides tools for managing compliance with industry, regulatory, and corporate standards. Our delinquency management software will help you improve collection rates and minimize delinquency rates. You’ll be able to make informed decisions with our reports and key measurements. Our software provides the ability to utilize encryption and queuing. Shaw’s collections delinquency management software manages every phase of an account’s lifecycle. It allows you to target dollars that are at risk and identify trends all while maintaining the customer relationship. Our collections management software lets you manage complex risk and business processes. We partner with third-parties to provide origination so everything is taken care of for you. Our software positions your business for better leverage with automated decision strategies. We build our debt collections software with your business success in mind. Scalability lets the software continue to grow with your business, letting you stay competitive now and in the future.
The Co-op/MDF Management tool enables to operate Co-op and MDF programs on a global scale. The Co-op/MDF solutions are entirely configurable so that channel management teams can build and deploy their own marketing programs that support their unique program guidelines.
Docio® makes company-wide software risk intelligence possible through our purpose-built Software Risk Management (SRM) Platform, operating continuous monitoring and real-time comprehensive risk assessments across the entire product lifecycle to proactively solve the most pressing risks. Docio® is best-in-class technology with unique software risk capabilities providing full visibility and governance to empower companies to make the right decisions faster and de-risk their decentralized software portfolios. By reducing costs, improving risk posture, and automating critical tasks that are humanly impossible, Docio® accelerates software agility for digital enterprises. Docio® unifies IT, security, and finance teams who need clarity, continuous intelligence, and accountability to reduce surface time of threat exposure and improve digital effectiveness and outcomes. Unlike analytical tools that require data scientists, Docio® simplifies the ever-growing complexity of modern software for business users with easy-to-use interfaces turning TRUE insights into quick decisions and actions. Docio®’s unified cost, security, and automation solution help CIOs and Security leaders become strategic partners to the business — protecting company revenue and brand reputation while saving money, time, and effort to drive greater efficiency in running the business of software. Contact us today to become your company's Digital Docent — start discovering and curing software portfolio risks in as little as 3 days — firstname.lastname@example.org.
DataTracks' AIFMD solution aims to be a one-stop support tool for filing the AIFMD Annex IV with ESMA. AIFMD Annex IV Reporting requires Alternative Investment Fund Managers to provide systematic, detailed reports on their assets, transactions, investment strategy and activities, risks and business relationships. Even the most seasoned fund managers find Annex IV reporting a complicated task. It demands collection of data from multiple sources, cumbersome calculations involving hundreds of data elements and finally generating reports in XML format.
Markets in Financial Instruments Directive II (MiFID II) is set to considerably expand the scope of reporting requirements, imposing new obligations on investment firms, particularly in the areas of trade and transaction reporting, best execution and commission management. Obliging firms are required to report on nearly all instruments traded on regulated markets, Multilateral Trading Facilities (MTFs), Organised Trading Facilities (OTF) and financial instruments whose underlying component is admitted to trading on such venues.
DataTracks'Solvency II Pillar 3 reporting SaaS is easy to use, providing EIOPA mandate validations and rendering high-quality reports. Hosted on a private cloud, it gives you complete control and security over your data. An important challenge faced by financial services organisations is that the source data required for generating the regulatory reports is scattered across many different systems, business units and even regional locations. DataTracks' Solvency II Pillar 3 reporting solution is designed to integrate relevant data from multiple sources and consolidate this into a single view for regulatory reporting.
ProcessMAP's scalable web-based Compliance Management solution helps organizations mitigate regulatory and corporate risk. Built-in alerts, robust CAPA management, and reporting features increase accountability, provide visibility across the organization, and keep companies audit ready.
E-Lock is a PKI based digital signature brand. It is compliant with global electronic signature laws like E-Sign law, EU law, GPEA, SOX, HIPAA, IT Act 2000 and 21 CFR Part11.
Encompass Confirm provides a single point of access for all the data sources you need for customer onboarding, significantly reducing the time spent gathering the information required to make your decisions. Continue using your existing sources with no change to your billing, and gain further insight from additional sources for enhanced due diligence as and when you need.
For over 30 years, EnergyCAP, Inc. has published the best selling utility bill management software with online and installed software for organizations of any size. EnergyCAP delivers powerful energy and greenhouse gas tracking, utility bill processing, auditing, reporting, analyzing, and benchmarking. (For sales in Canada, please contact EnergyCAP Canada at www.EnergyCAP.ca.)
A generic interface to any Oracle Hyperion Financial Management application, the EPM Maestro Suite improves quality and reduces time spent on administrative tasks. Applications can be managed more efficiently and effectively and enhances the user experience of your HFM system. The software consists of fully-supported products (not unsupported consulting solutions), with a proven track record of over many years. The EPM Maestro Suite is used by dozens of companies worldwide, including many large multinational companies. The software is available for all HFM versions between 3.x and 11.1..2.x To fully appreciate the benefits of the EPM Maestro Suite, full versions of the software are available on a free no-obligation evaluation. The EPM Maestro Suite consists of two products, EPM Maestro and EPM Web Symphony
eTeClinic is a Healthcare Business Management software that Records, Practice Management, and automated business functions such as HR, Payroll, Inventory, Accounting, and more, it saves hours each day by using EHR/PM/RCM data to complete important, time consuming tasks, and generates reports that can use to enhance and grow healthcare institution.
Ethicontrol's outsourcing service is: - a dedicated team for you within our contact center; - a whistleblower's web-portal to register all anonymous messages within a protected cloud or your own infrastructure; - online software for quick incident management and internal investigations case management. Your independent and professional whistleblowing hotline from Ethicontrol is ready and does not require any implementation costs Main features: - Proprietary contact-center focused on business conduct and ethics - Incident triage and prioritization - Incident escalation beyond management level - Feedback loops with anonymous whistleblowers - User rights managements considering incident types, company units, cases and within single case - Team roles matrixes - Pending status control dashboard and statistics monitoring - Links between cases. Incident split and merge - Case materials assessments - Multilingual web-capture and online software - Compliance with international anticorruption and anti bribery laws - Messages and notifications - Audit trail - Secure storage and data protection
FICO Affordability Calculator enables consumers and advisors to work together to establish affordable arrangements for repayment of debt in a consistent and compliant framework. The easy-to-use,web-based solution guides consumers through the budgeting process for establishing sustainable payments or allows them to work simultaneously with an agent.
FICO Application Fraud Manager can help businesses in any industry to stop credit fraud where it starts: at the point of application. This FICO solution gives firms in a wide range of industries – banking, insurance, telecommunications, retail, government and more – access to FICO’s market-proven, industry-leading analytic technology.
FICO Blaze Advisor is the decision rules management system, maximizing control over high-volume operational decisions. Blaze Advisor provides companies with a scalable solution that delivers unprecedented agility and actionability for smarter business decisions.
FICO Card Compromise Manager is an anti-fraud solution that proactively detects and prioritizes compromised merchants and data breaches, automatically alerting fraud teams. A powerful companion to FICO Falcon Fraud Manager, it can analyze and detect card present, card not present (CNP) and ATM fraud originating from compromised merchants and ATMs.
FICO Claims Fraud Solution detects and prioritizes fraud incidents, allowing investigators to more efficiently triage and handle a growing number of fraud cases. Built on FICO's industry-leading fraud analytics, Claims Fraud Solution provides a fully integrated environment that is proven effective in detecting and stopping fraud.
Collection Optimization uses FICO’s sophisticated decision modeling algorithms to quantify the impact of business decisions and actions on debt collection and recovery outcomes. With the ability to run “what if” scenarios and stress test results, managers easily and confidently choose the optimal decision for virtually any aspect of collection operations, including placements, settlements, resource allocation and other objectives.
FICO Custom Collection and Recovery Models help organizations accelerate collection revenue by bringing analytic models up-to-date with today's changing economies and consumer behavior. FICO's sophisticated predictive analytics, domain expertise and careful tailoring to the operational environment assures credit issuers and collectors they have the precise models they need to determine whether to allow accounts to self-cure or charge-off
FICO Falcon Assurance Navigator allows CFOs and CPOs to continually monitor 100% of spend, including discretionary expenses, for indications of non-compliance or abuse. This expanded transaction coverage means organizations can now evolve from partial detection of noncompliant spend towards comprehensive prevention of risk.
As the foundation of the FICO Falcon Platform, FICO Falcon Fraud Manager provides core analytic processing power from artificial intelligence to handle an organization's transactional fraud detection needs such as debt, credit, deposit, ePayments and mobile. It can be used to process events, develop strategies to detect fraud and create cases, and execute associated decisioning across an institution's products, channels and customers.
FICO Fraud Predictor with Merchant Profiles integrates the predictive power of merchant risk data with the industry-leading analytics of the FICO® Falcon Fraud Manager. Together, these solutions can increase fraud detection by as much as 50% with Fraud Preditor alone up to 15% absolute - and with very low false positive ratios. Issuers that take advantage of this breakthrough combination can receive the highest level of fraud protection available.
FICO Identity Resolution Engine (IRE) adds a critical dimension to the fight against fraud by proactively identifying and investigating the true identities of perpetrators and fraud rings. FICO Identity Resolution Engine allows institutions to classify identities and other entities and correlate relationships through their data. Identity Resolution Engine applies predictive graph analytics by analyzing linkages between people, places, documents, and events. Subsequently IRE can generate prescriptive alerts that empower organizations to prioritize fraudulent activity.
FICO Merchant Monitoring Solution gives merchant acquirers the industry’s most comprehensive solution to monitor and identify merchants’ capacity for generating losses. The FICO® Merchant Monitoring Solution makes it easy for merchant acquirers to gain an ongoing, deep understanding of the full spectrum of merchant risk — fraud, card association non-compliance, bankruptcy, attrition — and detect and track suspicious transactions.
The FICO Network is the fast, direct connection to resources that collections and recovery professionals need to save time and effort. It provides a single point of connectivity to service providers to streamline business processes and automate transactions between creditors, collection agencies and attornies, plus access to account information from more than 90 databases and data consolidators
FICO Optimization Solution for Deposit Pricing orchestrates profitable pricing decisions across your entire deposit portfolio with advanced analytics and technology. With interest rates and regulatory requirements on the rise, predictive analytics and optimization are critical to out-price your competition while ensuring compliance. Balancing customer satisfaction, corporate objectives and profitability has never been easier
FICO Optimization Solution for Mortgage Pricing is a complete pricing solution for your mortgage renewals and originations business. Leverage analytically derived price elasticity models to implement granular pricing strategies that allow you to discover the set of prices that best align to your current goals. After seamless deployment to your frontline, maximize the effectiveness of your sales force with specialized tools designed to enhance the negotiation process and offer the most profitable price and term to each individual customer
FICO PlacementsPlus service gives the credit grantor unprecedented visibility into the activities of the agencies working their accounts. This includes configurable daily updates of collection activity, inventory, performance benchmarks and financials, compliance outlines and more. It's not unusual for PlacementsPlus to deliver up to 15% better results than traditional placement methods.
The FICO Score for International Markets, the industry standard for objective risk assessment, can be used in any country where there is active and stable credit reporting data. The FICO Score rank-orders consumers by how likely they are to pay their credit obligations as agreed. The model analyzes the information available on the credit bureau profile with relevant information from the lender, and produces a numeric score that is indicative of the future credit risk.
FICO Score Open Access empowers you to share FICO Scores you already use for account risk management decisions with your customers, with no additional score fees charged by FICO. Through FICO Score Open Access, you provide your customers with their FICO Scores, empowerment tools, and credit education through multiple channels and at varying frequencies.
FICO Small Business Scoring Service (SBSS) assesses the risk of US small business credit applicants. SBSS is delivered via LiquidCredit(r) infrastructure and brings the speed of consumer lending to small business lending decisions.
The FICO SME Score which is based on the same analytic technology used by 90% of the small business lenders in the United States, quickly and accurately assesses risk, making it possible for credit grantors to expand their small business loan portfolio and control risk with confidence.
Strategy Director for Deposit Management enables business users to proactively manage their deposit account portfolios for enhanced profitability through effective overdraft management, pricing, fee waiver and deposit hold policies.
FICO Strategy Director for Retail Banking helps financial services institutions proactively manage individual deposit and credit accounts to increase revenue, maintain compliance, and improve customer retention.
Strategy Director can be implemented quickly to produce results right away. It provides transparency into the entire decision model, allowing you to make adjustments continuously to achieve sustained performance overtime.
Siron KYC is an end-to-end solution for managing KYC compliance throughout the customer relationship life cycle. It supports the risk classification process of new and existing customers, including audit-proof documentation. Siron KYC utilizes third-party databases with ready-to-use interfaces to match customer information with sanction and watch lists, and to automatically identify beneficial owners and politically exposed persons (PEPs).
Siron KYC is an end-to-end solution for managing business partner compliance throughout the whole partner relationship lifecycle. It supports the risk classification process of new and existing partners, including audit-proof documentation.