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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Avante brings AI to the ongoing work of running an employee benefits program. HR and benefits teams use it to work through plan changes, create communications, analyze program performance, and give employees personalized support. The platform combines two AI agents. Ava supports the benefits team, helping turn program documents and data into updated FAQs, employee communications, leadership reports, and analysis of costs, utilization, and vendor performance. Carly supports employees with 24/7 guidance on coverage, plan comparisons, and benefits relevant to their circumstances. Both agents work from the employer's plans, programs, and eligibility rules. When new plan information is added, Ava helps identify gaps and conflicting documents and prepare updated materials for review. That shared program context also informs Carly's employee guidance. Company strategy and priorities guide the agents' work. Source citations, ongoing evaluations, guardrails, and escalation to human support provide controls around responses and outputs. Avante works alongside existing benefits systems, with access through Slack, Microsoft Teams, and email. It serves mid-to-large employers and the brokers and consultants who support them.

Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud
Alight
Claude
Gemini
Grok
Lyra
Maven
Microsoft Outlook
Microsoft Teams
Omada
OpenAI
Oracle Cloud Infrastructure
Perplexity
Personify Health
QuickBooks Online
Rippling
ServiceNow
Slack
UKG Pro

Integrations

ADP DataCloud
Alight
Claude
Gemini
Grok
Lyra
Maven
Microsoft Outlook
Microsoft Teams
Omada
OpenAI
Oracle Cloud Infrastructure
Perplexity
Personify Health
QuickBooks Online
Rippling
ServiceNow
Slack
UKG Pro

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19.50 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

Avante

Founded

2024

Country

United States

Website

www.avante.ai/

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Alternatives

Alternatives

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