Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Clickbase BI Yes 
Egnyte No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft OneDrive No 
Microsoft Power BI Yes 
NetSuite No 
Oracle Fusion Cloud ERP No 
SAP ERP No 
Sage Intacct No 
Slack No 
Tray.ai No 
Workiva No 
Yardi Breeze No 

Integrations

Clickbase BI No 
Egnyte Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Microsoft Power BI No 
NetSuite Yes 
Oracle Fusion Cloud ERP Yes 
SAP ERP Yes 
Sage Intacct Yes 
Slack Yes 
Tray.ai Yes 
Workiva Yes 
Yardi Breeze Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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) No 
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

FloQast

Founded

2013

Country

United States

Website

floqast.com

Product Features

Product Features

Accounting

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

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement No 

Alternatives

Alternatives

SkyStem ART Reviews

SkyStem ART

SkyStem