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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
Integrations
ADP DataCloud
Alight
Claude
Gemini
Grok
Lyra
Maven
Microsoft Outlook
Microsoft Teams
Omada
Integrations
ADP DataCloud
Alight
Claude
Gemini
Grok
Lyra
Maven
Microsoft Outlook
Microsoft Teams
Omada
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