Average Ratings 19 Ratings
Average Ratings 8 Ratings
Description
AvidXchange modernizes the way companies pay and get paid, so they can focus on what matters most. Our accounts payable (AP) solutions allow customers to increase efficiency, visibility, and control in their AP process.
Increase Efficiency: Streamline invoice approvals and reduce administrative tasks, freeing up employees to focus on more strategic work.
Improve Visibility & Control: Gain real-time visibility into invoice and payment status and create customed workflows to match your approval process.
Gain Anywhere, Anytime Access: Boost productivity and prevent delays by having the flexibility to tackle AP tasks 24/7.
Additionally, AvidXchange, Inc. is a licensed money transmitter for US B2B payments, licensed as a Money Transmitter by the New York State Department of Financial Services, as well as all other states that require a license.
Description
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AccountMate
Yes
AppFolio Property Manager
Yes
BRIX
Yes
Blackbaud Altru
Yes
Blackbaud LMS
Yes
CINC Systems
Yes
CTI Cloud
Yes
Drake Tax
No
Entrata
Yes
FOUNDATION
Yes
Integrations
AccountMate
No
AppFolio Property Manager
No
BRIX
No
Blackbaud Altru
No
Blackbaud LMS
No
CINC Systems
No
CTI Cloud
No
Drake Tax
Yes
Entrata
No
FOUNDATION
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AvidXchange
Founded
2000
Country
United States
Website
www.avidxchange.com
Vendor Details
Company Name
Soraban
Founded
2021
Country
United States
Website
www.soraban.com
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
No
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
Yes
General Ledger Entry
No
Vendor Management
No
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No
Expense Report
Approval Process Control
No
Invoice Management
No
Multi-Currency
No
Receipt Management
No
Reimbursement Management
No
Spend Control
No
Time Tracking
No
Workflow Management
No
Payment Processing
ACH Check Transactions
Yes
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
Yes
POS Transactions
No
Receipt Printing
No
Recurring Billing
Yes
Signature Capture
No
Spend Management
Approval Workflow
No
Budgeting / Forecasting
No
Expense Tracking
No
Multi-Currency
No
Prepaid Cards
No
Procurement Management
No
Receipt Management
No
Spend Analysis
No
Spend Control
No
Supplier Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
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
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Corporate Tax
Compliance Management
No
Data Import / Export
No
Data Verification
No
Electronic Filing
No
Exception Notification
No
For Nonprofits
No
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
No
Status Tracking
No
Tax Planning
No
