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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

Sopact is the ultimate solution for impact-driven organizations that want to take their impact measurement and management to the next level. With its cutting-edge technology and expert consulting services, Sopact empowers organizations to optimize their impact and achieve sustainable growth. Sopact impact measurement software is an all-in-one solution that enables organizations to measure their impact, collect data, and visualize it through a user-friendly dashboard. This makes it easy to track progress, identify areas for improvement, and share impact stories with stakeholders. With traditional MS Excel and survey tools, impact measurement can be time-consuming, complex, and prone to errors. But with Sopact, you can streamline your impact measurement process and gain insights that drive real change. But Sopact doesn't just stop at providing an easy-to-use platform. They're also pushing the boundaries of impact measurement with advanced analytics and AI technology, allowing organizations to uncover insights and optimize their impact in real time. This approach to impact management gives organizations a competitive advantage, allowing them to adapt to changing circumstances and achieve their goals faster.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift No 
Elasticsearch No 
GitHub No 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
JSON No 
KoboToolbox No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
MongoDB No 
Notion No 
Oracle Database No 
QuickBooks Online No 
SQL Server No 
Salesforce No 
Twilio No 
Typeform No 
Zoho CRM No 

Integrations

Amazon Redshift Yes 
Elasticsearch Yes 
GitHub Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
JSON Yes 
KoboToolbox Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
MongoDB Yes 
Notion Yes 
Oracle Database Yes 
QuickBooks Online Yes 
SQL Server Yes 
Salesforce Yes 
Twilio Yes 
Typeform Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99 per month
We offer pricing options that cater to small, medium, and large-sized enterprises. Our platform is designed to be scalable, which means it can adjust to your business needs as you grow.

Our platform is built to be user-friendly and intuitive, allowing for both self-driven and advisory requirements. Whether you want to take control of your business's finances or seek guidance from our experts, our platform can provide the support you need.

We understand that businesses come in all shapes and sizes, which is why we offer pricing options that are affordable and flexible. Our goal is to help you achieve financial success, no matter the size of your business.
Free Trial No 
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 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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CashTrax

Country

United States

Website

www.cashtrax.net/index.html

Vendor Details

Company Name

Sopact

Country

United States

Website

www.sopact.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 

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