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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used. Ariath helps wealth management firms put AI to work across the organization, multiply advisor capacity, and automate more of the workday without losing control or adding unnecessary risk.

Description

Praszo Practice is a robust on-premise practice management solution specifically designed for audit firms that cannot risk storing client data on external cloud services. Unlike most practice management systems that operate solely as SaaS, where your engagement details and financial information reside on a provider's servers—potentially exposing firms to compliance issues—Praszo Practice ensures that every piece of client data is securely housed on-site, providing complete control without any third-party server involvement or uncertainty about data residency. In addition to its deployment advantages, the software effectively addresses inefficiencies that can detract from an audit firm's time and profitability. Engagement processes are streamlined through organized, traceable stages, eliminating reliance on cumbersome email threads. Time tracking is seamlessly integrated with budgets and billing, allowing for better visibility of work in progress and potential overruns before they impact the bottom line. The capacity dashboard equips partners with insights into team workloads, highlighting who is overburdened and who has availability. Moreover, every action taken within the system is meticulously recorded in a permanent audit trail, complemented by role-based access controls to ensure the firm remains prepared for any inspections. This comprehensive approach not only enhances operational efficiency but also reinforces trust with clients through transparent data management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Addepar Yes 
BigCommerce Yes 
ChatGPT Yes 
Facebook Yes 
Google Calendar Yes 
Google Sheets Yes 
HubSpot CRM Yes 
Lightspeed Retail Yes 
Mailchimp Yes 
MySQL Yes 
OpenAI Yes 
QuickBooks Accountants Yes 
SalesWarp Yes 
SendGrid Yes 
Shopify Yes 
Slack Yes 
Smartsheet Yes 
Snowflake Yes 
Wealthbox Yes 
WhatsApp Yes 

Integrations

Addepar No 
BigCommerce No 
ChatGPT No 
Facebook No 
Google Calendar No 
Google Sheets No 
HubSpot CRM No 
Lightspeed Retail No 
Mailchimp No 
MySQL No 
OpenAI No 
QuickBooks Accountants No 
SalesWarp No 
SendGrid No 
Shopify No 
Slack No 
Smartsheet No 
Snowflake No 
Wealthbox No 
WhatsApp No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact sales for price
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Ariath

Country

United States

Website

www.ariath.ai/

Vendor Details

Company Name

Praszo

Founded

2023

Country

United Arab Emirates

Website

praszo.com/practice/

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management No 
Multiple Data Sources Yes 
Web Services Yes 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Alternatives

Alternatives

Practice CS Reviews

Practice CS

Thomson Reuters
BITA Risk Reviews

BITA Risk

corfinancial