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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Select the platform, day of the week, specific time, and recurrence for introducing your team members (for instance, every second Wednesday at 10 AM in a designated channel). Your Catchup participants will be paired through direct messaging for one-on-one interactions. Arrange a video call for a virtual coffee chat with your Catchup partner, or enjoy a donut as a delightful afternoon treat. Catchup is designed to foster connections and enhance the quality of relationships within teams and communities. When introducing new members, you have the option to customize the message they receive, which could include conversation starters, links to a member directory, or any other relevant information; however, sticking with our default message is perfectly fine as well. By default, new Catchups are set to accommodate two participants, but you can opt for a group size of three or four to facilitate group introductions via direct messages instead of individual ones. Additionally, you can track the percentage of matches each week as well as the number of members who are currently on hold. To maintain engagement, it's possible to automatically pause members who have not participated in 2, 3, or 4 consecutive Catchups. By implementing these features, teams can ensure a vibrant and active community.

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

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Slack

Integrations

QuickBooks Online
Slack

Pricing Details

$29 per month
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

Catchup

Country

United Kingdom

Website

catchup.rocks/

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Product Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

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