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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

No images available

Screenshots View All

No images available

Integrations

Addepar
BigCommerce
ChatGPT
Facebook
Google Calendar
Google Sheets
HubSpot CRM
Instagram
Lightspeed Retail
Mailchimp
MySQL
OpenAI
QuickBooks Accountants
SalesWarp
SendGrid
Shopify
Slack
Smartsheet
Snowflake
Wealthbox

Integrations

Addepar
BigCommerce
ChatGPT
Facebook
Google Calendar
Google Sheets
HubSpot CRM
Instagram
Lightspeed Retail
Mailchimp
MySQL
OpenAI
QuickBooks Accountants
SalesWarp
SendGrid
Shopify
Slack
Smartsheet
Snowflake
Wealthbox

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

Alternatives

Alternatives

Practice CS Reviews

Practice CS

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