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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

Optimus Fintech offers a SaaS-based reconciliation solution designed to simplify financial operations while incorporating robust security measures. This software accelerates the reconciliation process by providing essential financial tools. Its user-friendly interface ensures easy navigation and supports customized configurations and features, among other advantages. Additionally, it aims to enhance efficiency and accuracy in financial management tasks.

Description

Relying on manual methods for bank reconciliation can be inefficient, especially when dealing with a large number of accounts across various banks. QX QuickReco simplifies this process by automatically importing data and facilitating the matching of transactions to enhance the efficiency of reconciliation. The platform aligns information from general ledger files with bank statement reports, performing automatic matches while also accommodating adjustments for any hidden transactions, like bank fees or charges. Users can conveniently set up and manage multiple accounts from the same financial institution or from different banks. Additionally, the system allows for the integration of newly established accounts, enabling the import of thousands of records from bank statements and bank books for seamless automatic reconciliation. It is also straightforward to enter adjustment entries for payments that do not correspond with invoices. Furthermore, entries can be categorized based on their matching status—whether they were auto-matched, manually matched, or adjusted—providing clarity and organization throughout the reconciliation process. This comprehensive solution ultimately enhances accuracy and saves valuable time for financial professionals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Optimus Fintech

Founded

2020

Country

United States

Website

optimus.tech/

Vendor Details

Company Name

QX Global

Country

United Kingdom

Website

qxglobalgroup.com/product/bank-reconciliation-system/

Product Features

Data Preparation

Collaboration Tools No 
Data Access No 
Data Blending No 
Data Cleansing No 
Data Governance No 
Data Mashup No 
Data Modeling No 
Data Transformation No 
Machine Learning No 
Visual User Interface No 

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