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Description
Effortlessly handle deal flow and document management with our secure and customizable portal, allowing your team to concentrate on closing deals instead of sorting through paperwork. With a single, secure platform, teams can seamlessly monitor loan statuses, automatically organize and label documents, and utilize online support systems for a smoother lending process. Focus on securing deals rather than managing documents; Cirrus simplifies the document collection process into an intuitive interface. Equipped with checklists, collaboration features, and adaptable workflows, it reduces friction and enhances transparency at every stage. By streamlining both deal flow and documentation, your team can achieve quicker closings and increased productivity. This innovative approach not only saves time but also fosters a more organized environment for all your business transactions.
Description
DOKKA is a platform that streamlines bookkeeping for accounting firms and businesses. We don't provide accounting software. We integrate with different packages such as Xero QBO & Sage and streamline all areas around it, such as document collection, messaging collaboration, AI powered Bookkeeping Entry Creation, Bookkeeping Entry, and document push into the Accounting Software.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Excel
No
NetSuite
No
Priority Software
No
QuickBooks Online
No
SAP HANA
No
Sage Accounting
No
Xero
No
Zoho Books
No
Integrations
Microsoft Excel
Yes
NetSuite
Yes
Priority Software
Yes
QuickBooks Online
Yes
SAP HANA
Yes
Sage Accounting
Yes
Xero
Yes
Zoho Books
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$150 per month
DOKKA has pricing plans for both businesses, enterprise & Bookkeeping / Accounting companies.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cirrus Secure
Founded
2014
Country
United States
Website
www.cirrussecure.com
Vendor Details
Company Name
DOKKA
Founded
2016
Country
Israel
Website
www.dokka.com
Product Features
Document Collaboration
Access Control / Permissions
No
Autosave
No
Chat / Messaging
No
Cloud Storage
No
Comments / Annotations
No
Edit / Change Tracking
No
Electronic Signature
No
Multiple File Formats
No
Pre-made Templates
No
Search
No
User Tagging
No
Version Control
No
Workflow / Approval Process
No
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Accounts Payable
Approval Process Control
No
Bank Reconciliation
No
Cash Management
No
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
No
Vendor Management
No
Bookkeeping
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
No
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax Management
No
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
No
Document Indexing
Yes
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes