Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AtlasFive is an innovative wealth management platform that operates in the cloud and is enhanced by artificial intelligence, seamlessly bringing together entity management, portfolio tracking, general ledger and fund accounting, transaction processing, document storage, trust and partnership accounting, cash flow forecasting, and client reporting into one cohesive system. It utilizes the secure and private EtonAI technology to streamline over 270 workflows, efficiently extracting information from more than 250 document types while automating various tasks such as bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. Furthermore, AtlasFive provides users with dynamic insights, advanced semantic document search capabilities, AI-driven performance dashboards, risk alerts, and the ability to perform natural-language queries, all while operating within a governed and explainable AI framework that meets ISO certification standards. The platform is built on a robust, serverless architecture that ensures real-time backups, high availability, comprehensive audit trails, role-based access controls, and cybersecurity monitored by SOC standards, thereby guaranteeing a secure and efficient wealth management experience for its users. Ultimately, AtlasFive stands out as a comprehensive solution designed to accommodate the diverse needs of modern wealth management professionals.
Description
Operate your business according to your preferences with CashManager, which offers both desktop and online options for maximum flexibility. Select from CashManager Lite, Plus, or any combination that fits your needs, ensuring that you only pay for the features you utilize. Effortlessly import and categorize your financial statements, and with our automated bank feed, maintaining accurate accounts is simpler than ever. Stay informed about your business's performance through intelligent budgeting tools and insightful reports. Managing your cash flow has reached new heights of simplicity! The software is designed to be user-friendly and quick to adopt. Enhance your cash flow with smart invoicing solutions tailored to your operations. You can take full control of your financial management from your computer, even when offline, allowing for continuous oversight and efficiency. With CashManager, financial clarity and convenience are always within your reach.
API Access
Has API
No
API Access
Has API
No
Integrations
CloudPayroll
No
SmoothPay
No
iPayroll
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$500 one-time payment
Free Trial
Yes
Free Version
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
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Eton Solutions
Founded
2015
Country
United States
Website
eton-solutions.com/solutions/atlasfive/
Vendor Details
Company Name
Accomplish
Founded
1998
Country
United States
Website
us.accomplishglobal.com
Product Features
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
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No