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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
This user-friendly solution enhances productivity by offering innovative features designed to streamline workflows. By providing flexible online access, it minimizes the time and resources typically allocated to local system upkeep, networking challenges, and support concerns. Users can now effortlessly maintain compliance with their escrow accounts stored in their database, as it manages daily three-way reconciliations on their behalf. Additionally, daily escrow alert notifications ensure you remain informed about any potential banking discrepancies or data entry mistakes. The platform simplifies the storage and submission of necessary monthly reconciliation reports required by underwriters, promoting efficiency. You also gain access to our experienced escrow reconciliation specialists for any support needed. Furthermore, important documents remain accessible even after the transaction concludes, ensuring that users have ongoing access to their vital records. This comprehensive approach ultimately fosters a more organized and stress-free management of escrow accounts.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Clickbase BI
No
Microsoft Power BI
No
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
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
AccuTitle
Founded
2003
Country
United States
Website
accu-title.com/solutions/titlefusion/
