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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

Crafted by financial professionals, Access Financials offers a seamless transition from cumbersome methods to a more intelligent, cohesive, and expandable system for managing operations. This robust accounting and finance software adapts to the evolving needs of your business. With a rich legacy of over 25 years, we cater to a diverse array of sectors, including charities and project-based accounting. Daily, more than 4,000 clients rely on Access Financials to efficiently oversee their financial and operational activities. The software alleviates the stress associated with intricate processes. Packed with features, Access Financials can be tailored to fit your organization's unique requirements, eliminating redundancies, enhancing financial oversight, and providing essential financial insights to facilitate informed business decisions. By streamlining your operations, Access Financials empowers your organization to focus on growth and innovation.

Description

One platform opens a world of opportunities. We serve as the perfect solution for overseeing, regulating, and enhancing the value of your financial portfolios. Specifically engineered to streamline the administration of various financial products, including accounts receivable financing, purchase order financing, credit portfolios, foreign trade, and more, we enable you to oversee the entire operational process while uncovering growth opportunities for your financial enterprise. Your everyday tasks are simplified with rapid choices available in the tools section, allowing for efficient execution. Communication is facilitated through email for employees, brokers, shareholders, and clients, ensuring everyone stays connected. Easily accessible from any device, users can also engage in real-time chats with various departments and technical support. The platform features a customizable dashboard tailored to each user’s preferences, along with seamless integration of operations and accounting functions. Visual indicators and reports can be adapted to meet specific needs, further enhancing decision-making processes. Fintrade stands out as a robust and secure software solution designed to optimize the management of your financial operations, enabling effective control over multiple funds and ensuring a holistic approach to financial management. Beyond mere management, it transforms how you interact with your financial assets.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access CRM Yes 
Veryon Yes 

Integrations

Access CRM No 
Veryon No 

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 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 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 No 

Vendor Details

Company Name

Access

Country

United Kingdom

Website

www.theaccessgroup.com/en-gb/finance/products/access-financials/

Vendor Details

Company Name

FinTrade

Country

United States

Website

fintrade-systems.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Fixed Asset Management

Asset Budgeting No 
Asset Lifecycle Management No 
Audit Trail No 
Barcoding / RFID No 
Depreciation Management No 
Disposal Management No 
Document Management No 
Inventory Tracking No 
Tax Management No 

Product Features

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management Yes 
Financial Reporting Yes 
Investment Management Yes 
Project Management Yes 
Revenue Recognition Yes 
Risk Management Yes 
Tax Management No 

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