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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
At EY, we have established a strong reputation for thorough analysis and research. Our foundation is built on the ability to foresee changes, whether in capital markets, regulatory developments, or advancements in technology, and we assist clients in navigating these shifts. We collaborate closely with EY clients to ensure they remain informed about any updates to standards. This approach is more than just a technical necessity; it reflects our dedication to maintaining a forefront understanding of the trends that influence your operations. While in-person meetings remain integral to our services, we strive to deliver timely insights to our clients as needed. One of the key methods we utilize to achieve this goal is through EY Atlas, our cloud-based solution that serves as a cornerstone of our offerings. By leveraging EY Atlas, we can provide clients with on-demand insights, ensuring they have access to the information they need at any moment. This commitment to innovation and responsiveness is what sets us apart in the industry.
API Access
Has API
API Access
Has API
Integrations
Vin WMS
bitsCrunch
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
EY
Country
United Kingdom
Website
www.ey.com/en_us/audit/technology/atlas
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
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
