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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Magpi is a leader in cloud-based mobile data collection tools and data visualization tools that allow organizations to improve their field operations and effectiveness. Magpi allows organizations from many industries to quickly and economically develop mobile forms that are flexible and robust. They can also access real-time data and generate reports. EpiSurveyor was created by the team of programmers and tech experts, who recognized that the most costly element of any data collection activity was the cost of hiring programmers and consultants. EpiSurveyor is often described as "like Gmail but with data collection" and has brought Silicon Valley methods of scaling software to international health and international development. The software's introduction in 2013 was followed by a name change to Magpi in 2013. Since then, it has been modified to suit new uses in a variety of industries, including education and energy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stackreaction No 
Wufoo No 
Zapier No 

Integrations

Stackreaction Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$500 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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CashTrax

Country

United States

Website

www.cashtrax.net/index.html

Vendor Details

Company Name

Magpi

Founded

2003

Country

United States

Website

home.magpi.com

Product Features

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans Yes 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans Yes 
Customer Database No 
Fee Management Yes 
Investor Management No 
Loan Processing Yes 
Student Loans Yes 

Product Features

Electronic Data Capture

Audit Trail No 
CRF Tracking No 
Data Entry No 
Data Verification No 
Distributed Capture No 
Document Imaging No 
Document Indexing No 
Forms Management No 
Remote Capture No 
Study Management No 

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