Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Efficiently arrange and meticulously monitor your prepaid and accrued expenses while seamlessly reconciling intercompany transactions across various currencies. Facilitate multi-currency consolidation and generate comprehensive reports on financial performance and outcomes. Leverage automation to enhance the reporting, analysis, and comprehension of your vital performance indicators. Develop lease schedules and automate the accounting process for principal and interest payments to streamline operations. Similarly, formulate loan schedules and automate the accounting for principal and interest payments to ensure accuracy. Additionally, prepare a capitalization table and track funding rounds involving multiple currencies, ensuring a thorough overview of your financial landscape. This comprehensive approach allows for improved financial management and decision-making.
Description
Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Piik
Founded
2021
Country
Canada
Website
www.piik.io
Vendor Details
Company Name
thewealthworks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/troika-trust-accounting/
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Decision Support
Application Development
Yes
Budgeting & Forecasting
Yes
Data Analysis
Yes
Decision Tree Analysis
Yes
Monte Carlo Simulation
Yes
Performance Metrics
Yes
Rules-Based Workflow
Yes
Sensitivity Analysis
Yes
Thematic Mapping
Yes
Version Control
No
Predictive Analytics
AI / Machine Learning
Yes
Benchmarking
Yes
Data Blending
Yes
Data Mining
Yes
Demand Forecasting
Yes
For Education
No
For Healthcare
No
Modeling & Simulation
Yes
Sentiment Analysis
Yes
Restaurant Management
Billing & Invoicing
Yes
Built-in Accounting
Yes
Employee Management
No
Food Costing
No
Inventory Management
Yes
Kitchen Management
No
Menu Management
Yes
Payroll Management
No
Point of Sale (POS)
No
Reporting/Analytics
Yes
Reservations Management
No
Sales Tracking
No
Table Management
No
Wait List Management
No
Waitstaff Management
No
Retail Management
CRM
Yes
Commission Management
Yes
Email Marketing
Yes
Employee Management
Yes
Loyalty Program
No
Mail Order
No
Merchandise Management
Yes
Multi-Location
Yes
Order Management
Yes
Purchase Order Management
Yes
Reporting/Analytics
Yes
Returns Management
Yes
eCommerce
No
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No