Average Ratings 71 Ratings
Average Ratings 0 Ratings
Description
Expensya, a Cloud-based spend management software, makes it easy to manage expenses. This solution allows professionals to manage business spend more effectively, and addresses issues such as mobility and expense automation.
Expensya users can manage and process any type of expense: online purchases, general costs, expense reports, remote work, Per Diems, mileage expenses, and more.
Our vision is to give the most complete, intuitive, and scalable solution.
Description
Praxi is a comprehensive Financial Advisory platform that manages all facets of your brokerage operations. It features an integrated Client Relations Management system, allowing you to efficiently monitor and engage with your growing client base. Additionally, Praxi offers workflow management for tasks and actions, along with tracking and evaluation tools. Compliance management is another key feature, ensuring that you stay aligned with regulations. You can always access your documents securely stored online, providing peace of mind. The needs analysis tool enables you to swiftly evaluate your clients' insurance and investment requirements and assess associated risks. If you find yourself in need of assistance, simply contact your agent or submit a support request, and we guarantee a response within 24 hours! While the Praxi Manage solution is exceptional and encompasses numerous features beyond what we've highlighted, we wanted to draw attention to a few key aspects. One impressive facet is that setting up your account is a breeze, facilitated by a wizard that gets you started in under four minutes. Moreover, we can seamlessly transfer your existing data from most systems, ensuring a smooth transition to our platform. You’ll find that Praxi not only streamlines your operations but also enhances your overall client service experience.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Amex GBT Egencia
Yes
Axis LMS
Yes
Cegid Retail
Yes
DATEV
Yes
Divalto infinity
Yes
Hosted FTP
Yes
JD Edwards EnterpriseOne
Yes
LoopVOC
Yes
Microsoft Excel
Yes
Nekton.ai
Yes
Integrations
Amex GBT Egencia
No
Axis LMS
No
Cegid Retail
No
DATEV
No
Divalto infinity
No
Hosted FTP
No
JD Edwards EnterpriseOne
No
LoopVOC
No
Microsoft Excel
No
Nekton.ai
No
Pricing Details
$5.91/month/user (annually)
Our most popular plan is the Golden plan: $9.45/month/user (billed annually) that contains all Silver features + several more.
The Premium plan requires a custom quote for free and contains all the Golden plan features and more.
The Premium plan requires a custom quote for free and contains all the Golden plan features and more.
Free Trial
No
Free Version
No
Pricing Details
$50 per user, per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Expensya
Founded
2015
Country
France
Website
www.expensya.com
Vendor Details
Company Name
Praxi Manage
Founded
2017
Country
South Africa
Website
praximanage.com
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
No
Duplicate Payment Alert
Yes
Fraud Detection
No
General Ledger Entry
Yes
Vendor Management
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
No
Cash Management
Yes
Collections
No
Expense Tracking
Yes
Fixed Asset Management
No
General Ledger
Yes
Payroll
No
Revenue Recognition
No
Spend Management
Yes
Tax Management
Yes
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
Yes
Spend Control
Yes
Time Tracking
Yes
Workflow Management
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
Spend Management
Approval Workflow
Yes
Budgeting / Forecasting
Yes
Expense Tracking
Yes
Multi-Currency
Yes
Prepaid Cards
Yes
Procurement Management
Yes
Receipt Management
Yes
Spend Analysis
Yes
Spend Control
Yes
Supplier Management
Yes
Product Features
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
No
Risk Management
Yes
Tax Management
No