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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The AssetWriter field examination workpaper and report software stands out as the most comprehensive and widely utilized ABL Field Exam Software for conducting ABL due diligence, as evidenced by our impressive roster of clients. With the addition of a currency module, it facilitates international data inputs and produces a unified output in any chosen currency. Users can now take advantage of an advanced graphing feature that seamlessly integrates visual representations into both reports and workpapers. Moreover, it minimizes manual data entry and reduces errors by accepting data feeds from the AssetReader Data Analysis software, solidifying its position as the most integrated ABL package available. The "Template-Based" report configuration empowers users to tailor the design and content to meet the specific requirements of current lenders, while also enabling straightforward updates to older exams by revising the "Templates." This flexibility ensures that the software remains relevant and user-friendly in an ever-evolving financial landscape.

Description

Cloudoffis is a cloud-based software platform that leverages artificial intelligence to enhance accounting and auditing processes, specifically aiming to simplify compliance, documentation, and workflow management for professionals in these fields. The platform offers a comprehensive set of integrated tools that automate the creation, assessment, and filing of financial workpapers, which enables accounting teams to efficiently organize their documentation and work collaboratively with auditors through a unified online interface. With a strong emphasis on automating Self Managed Super Fund (SMSF) accounting and auditing tasks, Cloudoffis allows accountants to easily create structured, compliant workpapers and share them with auditors at the click of a button. Its various modules, such as SMSF Sorted, SMSF Automation, and Tax Sorted, help to standardize accounting and auditing workflows, significantly decreasing the need for manual data entry while accelerating turnaround times and ensuring adherence to regulatory standards. Furthermore, by integrating advanced technology into traditional processes, Cloudoffis empowers teams to focus more on strategic decision-making rather than getting bogged down by administrative tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CAS 360 No 
Docusign No 
Microsoft 365 No 
SuperMate No 
Xero No 

Integrations

CAS 360 Yes 
Docusign Yes 
Microsoft 365 Yes 
SuperMate Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$150 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

FinSoft

Founded

1996

Country

United States

Website

www.finsoft.net

Vendor Details

Company Name

Cloudoffis

Country

Australia

Website

cloudoffis.com.au

Product Features

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures No 
Dashboard No 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management No 
Trend Analysis 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 

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