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Description
Streamline your operations by substituting multiple software applications with robust tools for workflow management, client tracking, and automation. Atlas seamlessly updates your calendar events while transforming incoming client requests into actionable workflow tasks. With Atlas Chat, you can efficiently manage task creation and event scheduling, all while providing clients with immediate access. Feel free to inquire anything from Atlas. All client data is systematically organized into profiles, showcasing recent interactions, stored documents, notes, and valuable insights from Atlas. The platform drafts responses for incoming emails, generates email communications upon request, and refreshes your workspace based on email content. You can delve into productivity metrics and time usage, receiving comprehensive insights. Additionally, assess the performance of your top clients, evaluate the productivity of your most dedicated employees, and gain a clearer understanding of your own work habits. This holistic approach to managing your client interactions ensures that no detail is overlooked.
Description
Atlas by ClearPeople is a modern knowledge platform designed to eliminate information silos and unlock enterprise knowledge. It captures and organizes knowledge automatically at scale, ensuring content remains accurate, contextual, and up to date. By integrating deeply with Microsoft 365, Atlas brings together documents, insights, and expertise into a single, unified experience. Users can search and retrieve information in seconds through a Google-like interface tailored to their role and needs. The platform enhances AI outcomes by providing high-quality, trusted knowledge as the foundation for generative AI use cases. Atlas supports intranets, extranets, and client portals, allowing knowledge to flow wherever work happens. Personalization ensures users see the most relevant insights without extra effort. Governance and provisioning tools maintain control, security, and compliance across regions and teams. Atlas helps organizations reduce time spent searching for information and minimize repetitive tasks. The result is faster decision-making, improved productivity, and measurable business impact.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Teams
My ConneX
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AccoAI
Founded
2023
Country
United States
Website
www.accoai.com
Vendor Details
Company Name
ClearPeople
Founded
2003
Country
United Kingdom
Website
www.clearpeople.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
