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support

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Description

Agicap empowers you to prioritize essential tasks like analysis and decision-making by centralizing your cash flows and automating routine activities. You can create a cash flow forecast while tracking the progress toward your financial goals. By linking your bank accounts and business tools, you can visualize your cash position effectively. Enhance your overall productivity through a streamlined, automated, and unified cash management approach. Utilize a comprehensive collaborative platform to bring together all your data seamlessly. You can anticipate cash flow at both the consolidated and individual entity levels with ease. Effortlessly consolidate and keep track of your cash flow across various banks, entities, and business tools. Establish automated cash forecasts and examine different scenarios for better planning. Design customized dashboards to elevate your analysis and reporting capabilities. Allow Agicap to automatically sort your banking transactions for efficiency. Keep track of discrepancies between actual figures and forecasts in real-time to ensure accuracy. By building a trustworthy forecast, you can make well-informed decisions promptly, ultimately leading to enhanced financial health for your organization. This level of insight into your cash management can significantly contribute to strategic planning and resource allocation.

Description

Utilizing vaultbox for tracking your net worth is a straightforward method to enhance your financial situation. This platform enables you to consolidate and safeguard all your financial data in a single location. Its advanced legacy management feature permits users to designate personal delegates or professional representatives to retrieve and provide access to their chosen confidants, family members, business partners, or legal advisors. It serves as an effective tool for overseeing your assets and liabilities while giving you a comprehensive view of your overall net worth. As a cloud-based legacy management solution, it functions like a digital safety deposit box, allowing you to securely upload documents that can be accessed from any location. The vaultbox Essential plan equips you with fundamental tools to begin your financial journey, and it comes at no cost. For a more in-depth experience, vaultbox Pro offers expanded storage, enabling you to manage your information with greater detail and precision. Additionally, it unlocks the smart legacy planning capabilities of vaultbox, allowing you to appoint trusted individuals to carry out your wishes effectively. Overall, vaultbox is an invaluable resource for anyone looking to streamline their financial management and ensure their legacy is well-protected.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chase Business Complete Banking Yes 
EBP CRM Yes 
GoCardless Yes 
Google Drive Yes 
Google Sheets Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Excel Yes 
Microsoft SharePoint Yes 
Odoo Yes 
PayPal Yes 
SAP Cloud Platform Yes 
Sage 100 Yes 
Silicon Valley Bank (SVB) Yes 
Spendesk Yes 
Stripe Yes 
TD Bank Merchant Solutions Yes 
Xero Yes 
Zoho Books Yes 
Zoho Invoice Yes 

Integrations

Chase Business Complete Banking No 
EBP CRM No 
GoCardless No 
Google Drive No 
Google Sheets No 
Microsoft Azure No 
Microsoft Dynamics 365 Business Central No 
Microsoft Excel No 
Microsoft SharePoint No 
Odoo No 
PayPal No 
SAP Cloud Platform No 
Sage 100 No 
Silicon Valley Bank (SVB) No 
Spendesk No 
Stripe No 
TD Bank Merchant Solutions No 
Xero No 
Zoho Books No 
Zoho Invoice No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$4.99 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Agicap

Founded

2016

Country

France

Website

agicap.com

Vendor Details

Company Name

vaultbox

Country

Singapore

Website

www.vaultbox.tech/

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management No 
Project Accounting Yes 
Purchase Orders No 
Tax Management No 

Accounts Payable

Approval Process Control No 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

Expense Report

Approval Process Control No 
Invoice Management Yes 
Multi-Currency Yes 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management Yes 
Revenue Recognition No 
Risk Management Yes 
Tax Management No 

Financial Risk Management

Compliance Management No 
Credit Risk Management Yes 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management Yes 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Spend Management

Approval Workflow No 
Budgeting / Forecasting Yes 
Expense Tracking No 
Multi-Currency Yes 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

Treasury

Cash Management Yes 
Debt Management Yes 
For Government No 
For Hedge Funds No 
Forecasting Yes 
Liquidity Management No 
Payment Management Yes 
Risk Management Yes 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Cloud Storage

Access Control No 
Archiving & Retention No 
Backup No 
Data Migration No 
Data Synchronization No 
Encryption Yes 
File Sharing No 
Version Control No 

Digital Asset Management

Asset Categorization Yes 
Asset Library Yes 
Asset Sharing Yes 
Brand Control No 
Customizable Branding No 
File Conversion No 
Metadata Management No 
Mobile App No 
Reporting/Analytics Yes 
Search Within Document Yes 
Search/Filter Yes 
Version Control No 
Watermarking No 
Workflow Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

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