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Description
Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used.
Ariath helps wealth management firms put AI to work across the organization, multiply advisor capacity, and automate more of the workday without losing control or adding unnecessary risk.
Description
Praszo Practice is a robust on-premise practice management solution specifically designed for audit firms that cannot risk storing client data on external cloud services.
Unlike most practice management systems that operate solely as SaaS, where your engagement details and financial information reside on a provider's servers—potentially exposing firms to compliance issues—Praszo Practice ensures that every piece of client data is securely housed on-site, providing complete control without any third-party server involvement or uncertainty about data residency. In addition to its deployment advantages, the software effectively addresses inefficiencies that can detract from an audit firm's time and profitability. Engagement processes are streamlined through organized, traceable stages, eliminating reliance on cumbersome email threads. Time tracking is seamlessly integrated with budgets and billing, allowing for better visibility of work in progress and potential overruns before they impact the bottom line. The capacity dashboard equips partners with insights into team workloads, highlighting who is overburdened and who has availability. Moreover, every action taken within the system is meticulously recorded in a permanent audit trail, complemented by role-based access controls to ensure the firm remains prepared for any inspections. This comprehensive approach not only enhances operational efficiency but also reinforces trust with clients through transparent data management.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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Integrations
Addepar
BigCommerce
ChatGPT
Facebook
Google Calendar
Google Sheets
HubSpot CRM
Instagram
Lightspeed Retail
Mailchimp
Integrations
Addepar
BigCommerce
ChatGPT
Facebook
Google Calendar
Google Sheets
HubSpot CRM
Instagram
Lightspeed Retail
Mailchimp
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Contact sales for price
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
Ariath
Country
United States
Website
www.ariath.ai/
Vendor Details
Company Name
Praszo
Founded
2023
Country
United Arab Emirates
Website
praszo.com/practice/
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
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