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Average Ratings 0 Ratings
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
TolaData is a web-based project monitoring and management software designed specifically for the non-profit sector and organizations working in development and international cooperation projects. TolaData simplifies the process of M&E by providing users with a user-friendly and intuitive platform to collect and manage data, build results-frameworks, manage indicator plans and track progress against targets, aggregate results across projects, and report and share results on configurable dashboards.
TolaData also offers activity and task management tools, approval workflows and a form builder.
API Access
Has API
API Access
Has API
Integrations
Google Drive
Google Sheets
Microsoft OneDrive
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
€49 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
TolaData GmbH
Founded
2018
Country
Germany
Website
www.toladata.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
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies