Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
                    An entirely automated reconciliation solution that streamlines and standardizes your account reconciliation workflow, ensuring the generation of accurate and real-time financial statements. It offers a concise overview of live data, complete with reconciliations showing pertinent statuses, age-related breaks, interfaces, and notifications or reminders. Tailored templates, matching criteria, file interfaces, and efficient break management enhance the automated reconciliation process. This system effectively oversees the reconciliation between custodian accounts and internal accounting frameworks, as well as across funds and legal entities. Additionally, leaders can consistently monitor and assess performance to further refine processes by utilizing a blend of data insights. The solution promotes standardization of procedures, incorporates internal controls, and features real-time reporting and dashboards for accounting and finance, thereby supporting better decision-making and strategic planning. Ultimately, this automated approach not only saves time but also improves the reliability of financial reporting.
                
            
        
            Description
                    Leverage the robust lending infrastructure and debt solutions from Clay to provide a seamless borrowing experience that aligns with your brand, all integrated within your platform. You can effortlessly modify the appearance of Clay's ready-made UI components to complement your brand identity. Clay equips you with a comprehensive suite to offer a complete credit experience to your clients without needing external resources. We take on the regulatory obligations associated with your loans and mortgages. With customizable underwriting frameworks, you can ensure credit decisions are balanced against risk. Gain immediate access to debt capital, supported by transparent KPIs to help you maximize leverage. Our user-friendly APIs simplify account management and collections processes. We have strong compliance systems in place to ensure your credit operations adhere to necessary regulations. Benefit from automated reports on portfolio performance that deliver insightful data. Clay also allows you to keep an eye on your loan tape data in real-time, enabling you to track borrower behavior, assess loan performance, and monitor repayment patterns through your dashboard for timely, data-informed decision-making. This integration not only enhances efficiency but also empowers your business to grow in a competitive market.
                
            
        
            API Access
            
                Has API
            
            
        
        
    
                API Access
            
                Has API
            
            
        
        
    
                Integrations
            
                
    Experian Connect
            
            
        
        
    
        
        
            
                
    Intercom
            
            
        
        
    
        
        
            
                
    Mixpanel
            
            
        
        
    
        
        
            
                
    Modulr
            
            
        
        
    
        
        
            
                
    Pepper
            
            
        
        
    
        
        
            
                
    Slack
            
            
        
        
    
        
        
            
                
    TrueLayer
            
            
        
        
    
        
        
            
                
    Zapier
            
            
        
        
    
                
            Integrations
            
                
    Experian Connect
            
            
        
        
    
        
        
            
                
    Intercom
            
            
        
        
    
        
        
            
                
    Mixpanel
            
            
        
        
    
        
        
            
                
    Modulr
            
            
        
        
    
        
        
            
                
    Pepper
            
            
        
        
    
        
        
            
                
    Slack
            
            
        
        
    
        
        
            
                
    TrueLayer
            
            
        
        
    
        
        
            
                
    Zapier
            
            
        
        
    
                
            Pricing Details
        No price information available.
        
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Details
        $2,750 per month
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Deployment
            
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                Deployment
            
                Web-Based
            
            
        
        
    
        
        
            
                On-Premises
            
            
        
        
    
        
        
            
                iPhone App
            
            
        
        
    
        
        
            
                iPad App
            
            
        
        
    
        
        
            
                Android App
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
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                Customer Support
            
                Business Hours
            
            
        
        
    
        
        
            
                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
                Customer Support
            
                Business Hours
            
            
        
        
    
        
        
            
                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
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                Live Training (Online)
            
            
        
        
    
        
        
            
                In Person
            
            
        
        
    
                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
                In Person
            
            
        
        
    
                Vendor Details
Company Name
CashTrax
Country
United States
Website
www.cashtrax.net/index.html
Vendor Details
Company Name
Clay Technologies
Founded
2023
Country
United Kingdom
Website
www.clay.so/
Product Features
Loan Servicing
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Amortization Schedule
                                        
                                    
                                    
                                    
                                        Application Management
                                        
                                    
                                    
                                    
                                        Auto Loans
                                        
                                    
                                    
                                    
                                        Automatic Funds Distribution
                                        
                                    
                                    
                                    
                                        Business Loans
                                        
                                    
                                    
                                    
                                        Collateral Tracking
                                        
                                    
                                    
                                    
                                        Collections Management
                                        
                                    
                                    
                                    
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Construction Loans
                                        
                                    
                                    
                                    
                                        Customer Database
                                        
                                    
                                    
                                    
                                        Fee Management
                                        
                                    
                                    
                                    
                                        Investor Management
                                        
                                    
                                    
                                    
                                        Loan Processing
                                        
                                    
                                    
                                    
                                        Student Loans
                                        
                                    
                            
                        Product Features
Loan Origination
                                        Amortization Schedule
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Closing Documents
                                        
                                    
                                    
                                    
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Customer Database
                                        
                                    
                                    
                                    
                                        Digital Signature
                                        
                                    
                                    
                                    
                                        Document Management
                                        
                                    
                                    
                                    
                                        Fee Management
                                        
                                    
                                    
                                    
                                        Loan Processing
                                        
                                    
                                    
                                    
                                        Online Application
                                        
                                    
                            
                        Loan Servicing
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Amortization Schedule
                                        
                                    
                                    
                                    
                                        Application Management
                                        
                                    
                                    
                                    
                                        Auto Loans
                                        
                                    
                                    
                                    
                                        Automatic Funds Distribution
                                        
                                    
                                    
                                    
                                        Business Loans
                                        
                                    
                                    
                                    
                                        Collateral Tracking
                                        
                                    
                                    
                                    
                                        Collections Management
                                        
                                    
                                    
                                    
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Construction Loans
                                        
                                    
                                    
                                    
                                        Customer Database
                                        
                                    
                                    
                                    
                                        Fee Management
                                        
                                    
                                    
                                    
                                        Investor Management
                                        
                                    
                                    
                                    
                                        Loan Processing
                                        
                                    
                                    
                                    
                                        Student Loans