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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
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