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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Avante brings AI to the ongoing work of running an employee benefits program. HR and benefits teams use it to work through plan changes, create communications, analyze program performance, and give employees personalized support. The platform combines two AI agents. Ava supports the benefits team, helping turn program documents and data into updated FAQs, employee communications, leadership reports, and analysis of costs, utilization, and vendor performance. Carly supports employees with 24/7 guidance on coverage, plan comparisons, and benefits relevant to their circumstances. Both agents work from the employer's plans, programs, and eligibility rules. When new plan information is added, Ava helps identify gaps and conflicting documents and prepare updated materials for review. That shared program context also informs Carly's employee guidance. Company strategy and priorities guide the agents' work. Source citations, ongoing evaluations, guardrails, and escalation to human support provide controls around responses and outputs. Avante works alongside existing benefits systems, with access through Slack, Microsoft Teams, and email. It serves mid-to-large employers and the brokers and consultants who support them.

Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud Yes 
Alight Yes 
Claude Yes 
Dayforce Yes 
Gemini Yes 
Grok Yes 
Lyra Yes 
Maven Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Omada Yes 
OpenAI Yes 
Optum AI Marketplace Yes 
Personify Health Yes 
QuickBooks Online No 
Rippling Yes 
Slack Yes 
Sword Yes 
UKG Pro Yes 

Integrations

ADP DataCloud No 
Alight No 
Claude No 
Dayforce No 
Gemini No 
Grok No 
Lyra No 
Maven No 
Microsoft Outlook No 
Microsoft Teams No 
Omada No 
OpenAI No 
Optum AI Marketplace No 
Personify Health No 
QuickBooks Online Yes 
Rippling No 
Slack No 
Sword No 
UKG Pro No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19.50 per month
Free Trial Yes 
Free Version Yes 

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

Vendor Details

Company Name

Avante

Founded

2024

Country

United States

Website

www.avante.ai/

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management No 

Alternatives

Alternatives

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