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Average Ratings 0 Ratings

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ease
features
design
support

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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

The Social Collective offers innovative software solutions designed to enhance the sustainable influence of global ESG investments. By establishing a systematic approach to Monitoring and Evaluation (Impact Reporting), our clients can consistently measure the effectiveness and sustainability of their initiatives. Our cloud-based tools enable organizations to gain insights and optimize the effectiveness of their impact investing strategies. We facilitate the management of applications, execution, and reporting concerning funding or donations, while also ensuring that all necessary supporting documentation is current. This is all accomplished through an intuitive and well-supported online platform. We prioritize the security of your information with robust data verification measures in place, ensuring that your data remains protected and can be easily compared to illustrate your impact narrative. Our solutions cater to various types of programs, making it clear that if you need to demonstrate impact, we are the ideal partner for you. With our expertise, you can elevate your ESG initiatives to new heights.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

The Social Collective

Founded

2014

Country

South Africa

Website

thesocialcollective.co

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

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Alternatives

Alternatives

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