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Description
Aurum Solutions offers a cloud-based, automated financial reconciliation platform aimed at optimizing reconciliation workflows, allowing finance teams to effortlessly match numerous transactions within seconds each day. This system integrates data from various sources, including ERPs, banks, payment service providers, and accounting platforms, through hundreds of readily available connections, effectively removing the need for manual matching and reducing reliance on error-prone macros. Users can create tailored matching rules, schedule reconciliations to occur automatically at any time, and handle exceptions while maintaining comprehensive audit trails that document every action for compliance and reporting purposes. The platform also features visual dashboards and customizable reports that provide finance leaders with immediate, clear insights into cash positions, discrepancies, and overall performance metrics. Furthermore, it accommodates multi-currency transactions and caters to specific industry needs, such as bank, PSP, client money, and journal entry reconciliations, while seamlessly connecting various data sources through APIs or SFTP. As a result, finance teams can significantly decrease the time spent on data preparation, allowing them to focus on more strategic activities. This comprehensive approach to financial reconciliation not only enhances efficiency but also contributes to more informed decision-making across organizations.
Description
Streamline the accounting processes of your firm by automating the production and removing repetitive data entry tasks. Cegid offers flexible subscription plans of 12 or 36 months for companies that have successfully undergone their transformation and are ready to commit for the long haul at a more advantageous rate. Expedite document collection and enhance the customer experience simultaneously. With Cegid Conciliator, documents can be captured instantly through a mobile app, organized in a secure online space, or processed via email, scanner at client locations, or in bulk at the firm. The platform automates the filing, cutting, and merging of documents efficiently. By utilizing Cegid Conciliator, you can eliminate monotonous tasks thanks to its robust, fully automated cutting, merging, and grading capabilities. The solution ensures exceptional reliability with over 70 automatic controls for each invoice, checking for VAT compliance, quantity consistency, and more, maintaining unwavering vigilance throughout the process. Furthermore, Cegid Conciliator employs sophisticated machine learning techniques that tailor its operations to accommodate the specific features of the chart of accounts being utilized, providing an even more personalized experience for your firm.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Bonx
No
Clevy
No
Clickbase BI
Yes
Microsoft Power BI
Yes
My DSO Manager
No
Regate
No
Integrations
Bonx
Yes
Clevy
Yes
Clickbase BI
No
Microsoft Power BI
No
My DSO Manager
Yes
Regate
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Aurum
Founded
2004
Country
United Kingdom
Website
aurum.solutions/
Vendor Details
Company Name
Cegid
Country
France
Website
www.cegid.com/fr/produits/cegid-conciliator/
