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features
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support

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Description

Select the platform, day of the week, specific time, and recurrence for introducing your team members (for instance, every second Wednesday at 10 AM in a designated channel). Your Catchup participants will be paired through direct messaging for one-on-one interactions. Arrange a video call for a virtual coffee chat with your Catchup partner, or enjoy a donut as a delightful afternoon treat. Catchup is designed to foster connections and enhance the quality of relationships within teams and communities. When introducing new members, you have the option to customize the message they receive, which could include conversation starters, links to a member directory, or any other relevant information; however, sticking with our default message is perfectly fine as well. By default, new Catchups are set to accommodate two participants, but you can opt for a group size of three or four to facilitate group introductions via direct messages instead of individual ones. Additionally, you can track the percentage of matches each week as well as the number of members who are currently on hold. To maintain engagement, it's possible to automatically pause members who have not participated in 2, 3, or 4 consecutive Catchups. By implementing these features, teams can ensure a vibrant and active community.

Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 
Slack Yes 

Integrations

QuickBooks Online Yes 
Slack No 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

Pricing Details

$19.50 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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Catchup

Country

United Kingdom

Website

catchup.rocks/

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management No 

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