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
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
Integrations
Stackreaction
No
Wufoo
No
Zapier
No
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