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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Aurum Solutions offers a cloud-based, automated financial reconciliation platform aimed at optimizing reconciliation workflows, allowing finance teams to effortlessly match numerous transactions within seconds each day. This system integrates data from various sources, including ERPs, banks, payment service providers, and accounting platforms, through hundreds of readily available connections, effectively removing the need for manual matching and reducing reliance on error-prone macros. Users can create tailored matching rules, schedule reconciliations to occur automatically at any time, and handle exceptions while maintaining comprehensive audit trails that document every action for compliance and reporting purposes. The platform also features visual dashboards and customizable reports that provide finance leaders with immediate, clear insights into cash positions, discrepancies, and overall performance metrics. Furthermore, it accommodates multi-currency transactions and caters to specific industry needs, such as bank, PSP, client money, and journal entry reconciliations, while seamlessly connecting various data sources through APIs or SFTP. As a result, finance teams can significantly decrease the time spent on data preparation, allowing them to focus on more strategic activities. This comprehensive approach to financial reconciliation not only enhances efficiency but also contributes to more informed decision-making across organizations.

Description

We assist you in automating your financial data, equipping you with insightful financial intelligence that drives decisions. HubiFi’s fully automated accounting processes and ongoing reconciliations, seamlessly linked with your existing tools, enable you to wrap up an accounting period in mere hours rather than weeks. Compatible with the leading accounting software, ERPs, and CRMs, our solution ensures a complete audit trail and lineage from the summary reports down to operational records, capturing all changes throughout the process. You'll never again encounter the phrase “data needs to settle.” With real-time insights into your company's financial health, finance leaders can capitalize on growth and revenue opportunities rather than merely catching up. Moreover, you remain compliant with GAAP standards throughout this process. You can delve into detailed data and address inquiries instantly, while also generating financial reports in real-time. With features for intra-month monitoring and alert notifications, our platform integrates with a variety of financial and operational systems, as well as numerous data sources, ensuring a comprehensive financial management experience. This integration not only streamlines your accounting practices but also enhances overall business efficiency and decision-making capabilities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Power BI
Apple Search Ads
BigCommerce
Databricks
Google Ads
Google Drive
Gusto
HubSpot Sales Hub
Instagram Ads
Meta Ads
PeopleStrong
Pipedrive
Rippling
Sage Intacct
Snapchat Ads
Snowflake
Workday Extend
Xero
Zoho Books
Zoho CRM

Integrations

Microsoft Power BI
Apple Search Ads
BigCommerce
Databricks
Google Ads
Google Drive
Gusto
HubSpot Sales Hub
Instagram Ads
Meta Ads
PeopleStrong
Pipedrive
Rippling
Sage Intacct
Snapchat Ads
Snowflake
Workday Extend
Xero
Zoho Books
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1,900 per month
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

Aurum

Founded

2004

Country

United Kingdom

Website

aurum.solutions/

Vendor Details

Company Name

HubiFi

Country

United States

Website

www.hubifi.com

Product Features

Alternatives

Alternatives