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Description
An entirely automated reconciliation solution that streamlines and standardizes your account reconciliation workflow, ensuring the generation of accurate and real-time financial statements. It offers a concise overview of live data, complete with reconciliations showing pertinent statuses, age-related breaks, interfaces, and notifications or reminders. Tailored templates, matching criteria, file interfaces, and efficient break management enhance the automated reconciliation process. This system effectively oversees the reconciliation between custodian accounts and internal accounting frameworks, as well as across funds and legal entities. Additionally, leaders can consistently monitor and assess performance to further refine processes by utilizing a blend of data insights. The solution promotes standardization of procedures, incorporates internal controls, and features real-time reporting and dashboards for accounting and finance, thereby supporting better decision-making and strategic planning. Ultimately, this automated approach not only saves time but also improves the reliability of financial reporting.
Description
Magpi is a leader in cloud-based mobile data collection tools and data visualization tools that allow organizations to improve their field operations and effectiveness. Magpi allows organizations from many industries to quickly and economically develop mobile forms that are flexible and robust. They can also access real-time data and generate reports. EpiSurveyor was created by the team of programmers and tech experts, who recognized that the most costly element of any data collection activity was the cost of hiring programmers and consultants. EpiSurveyor is often described as "like Gmail but with data collection" and has brought Silicon Valley methods of scaling software to international health and international development. The software's introduction in 2013 was followed by a name change to Magpi in 2013. Since then, it has been modified to suit new uses in a variety of industries, including education and energy.
API Access
Has API
API Access
Has API
Integrations
Stackreaction
Wufoo
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500 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
CashTrax
Country
United States
Website
www.cashtrax.net/index.html
Vendor Details
Company Name
Magpi
Founded
2003
Country
United States
Website
home.magpi.com
Product Features
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Product Features
Electronic Data Capture
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management