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
Reiterate OS is a finance automation platform that connects data, automates operations, and transforms manual finance processes into agentic workflows.
It sits alongside your existing tools and files and takes care of the repetitive, manual work that slows you down the most:
- Data collection from ERPs, payment processors, and banks
- Data pre-processing and validation
- Core accounting operations
- Financial close processes
Reiterate OS uses AI for gathering data and generating workflow configurations, but the workflows run deterministically based on your processes for 100% accurate results every time. Unlike traditional RPA or AI automation tools, it’s designed to handle large amounts of data, prioritizing modularity, accuracy, and auditability. It preserves what makes Excel trusted (transparency, auditability, control) while evolving with the demands of modern finance operations.
Reiterate is a great tool for complex finance operations that require high-volume data processing, multi-system data integration, and customizable automation that scales with the business.
API Access
Has API
No
API Access
Has API
No
Integrations
Adyen
No
Amazon Redshift
No
Brite
No
Databricks
No
Google Cloud BigQuery
No
Google Sheets
No
Looker
No
Microsoft Excel
No
Nuvei
No
PostgreSQL
No
Integrations
Adyen
Yes
Amazon Redshift
Yes
Brite
Yes
Databricks
Yes
Google Cloud BigQuery
Yes
Google Sheets
Yes
Looker
Yes
Microsoft Excel
Yes
Nuvei
Yes
PostgreSQL
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Custom pricing
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
Yes
Live Rep (24/7)
No
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
No
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
Reiterate
Founded
2021
Country
Estonia
Website
www.reiterate.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