Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

CloudPayroll No 
SmoothPay No 
iPayroll No 

Integrations

CloudPayroll Yes 
SmoothPay Yes 
iPayroll Yes 

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 

Alternatives

Alternatives