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Average Ratings 0 Ratings

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features
design
support

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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

We assist you in automating your financial data, equipping you with insightful financial intelligence that drives decisions. HubiFi’s fully automated accounting processes and ongoing reconciliations, seamlessly linked with your existing tools, enable you to wrap up an accounting period in mere hours rather than weeks. Compatible with the leading accounting software, ERPs, and CRMs, our solution ensures a complete audit trail and lineage from the summary reports down to operational records, capturing all changes throughout the process. You'll never again encounter the phrase “data needs to settle.” With real-time insights into your company's financial health, finance leaders can capitalize on growth and revenue opportunities rather than merely catching up. Moreover, you remain compliant with GAAP standards throughout this process. You can delve into detailed data and address inquiries instantly, while also generating financial reports in real-time. With features for intra-month monitoring and alert notifications, our platform integrates with a variety of financial and operational systems, as well as numerous data sources, ensuring a comprehensive financial management experience. This integration not only streamlines your accounting practices but also enhances overall business efficiency and decision-making capabilities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Power BI Yes 
Amazon Video Ads No 
Amazon Web Services (AWS) No 
Apple Search Ads No 
BambooHR No 
Braintree No 
Chargebee No 
Darwinbox No 
Facebook Ads No 
HubSpot CRM No 
Keka HR No 
Microsoft Excel No 
Pinterest Ads No 
PostgreSQL No 
Rippling No 
SAP ERP No 
TikTok Ads No 
WooCommerce No 
Xero No 
Zoho CRM No 

Integrations

Microsoft Power BI Yes 
Amazon Video Ads Yes 
Amazon Web Services (AWS) Yes 
Apple Search Ads Yes 
BambooHR Yes 
Braintree Yes 
Chargebee Yes 
Darwinbox Yes 
Facebook Ads Yes 
HubSpot CRM Yes 
Keka HR Yes 
Microsoft Excel Yes 
Pinterest Ads Yes 
PostgreSQL Yes 
Rippling Yes 
SAP ERP Yes 
TikTok Ads Yes 
WooCommerce Yes 
Xero Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1,900 per month
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 No 
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

Aurum

Founded

2004

Country

United Kingdom

Website

aurum.solutions/

Vendor Details

Company Name

HubiFi

Country

United States

Website

www.hubifi.com

Product Features

Alternatives

Alternatives