Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For over 17 years, we have been at the forefront of financial management technology, providing businesses with innovative software solutions, process automation, and efficient data transmission (EDI and RPA) to enhance their financial operations. Our cloud-based systems serve as a vital extension of your company's financial processes, enabling you to join a network of enterprises seamlessly integrated with our platforms. By opting for Finnet, you can enjoy numerous advantages such as operational efficiency, swift process execution, and comprehensive financial management reports that can be generated in just a few clicks. We prioritize security in management control, allowing you to access your systems from anywhere while connecting with our experts for support. Our cutting-edge technology also significantly reduces the risk of defaults in your collections through a fully online platform that offers features such as automated interest and penalty recalculations, real-time payment status monitoring, bank slip registration, and API capabilities for seamless integration with your existing collection systems. Ultimately, we are committed to revolutionizing the way you manage your financial processes and ensuring your business thrives in a competitive landscape.
Description
Engage with your clients effectively, identify coding mistakes, monitor key performance indicators (KPIs), and streamline your workflow. Offer your clients a centralized platform to address unclassified transactions, submit bank statements, and review their financial information. Implement automated email reminders to eliminate the need for manual follow-ups. Identify and rectify misclassified transactions straight from the Keeper application. Monitor KPIs and create tailored financial packages for each client. Upon logging into Keeper, you will typically encounter a Client List that displays all your clients along with your progress on their respective accounts. This list also provides a summary of any open Client Questions, indicating which have been resolved. Additionally, you can enhance your Client List by including Client Properties that offer deeper insights into your clients; for instance, a checkbox feature for VIP clients allows you to filter and view only those clients who are considered a priority. This organization not only boosts efficiency but also enhances the overall client experience.
API Access
Has API
API Access
Has API
Integrations
Devolutions Remote Desktop Manager
Fleet
Indent
Motileo
Nango
Nekton.ai
SurePassID
Integrations
Devolutions Remote Desktop Manager
Fleet
Indent
Motileo
Nango
Nekton.ai
SurePassID
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$8 per month 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
Finnet
Founded
2003
Country
Brazil
Website
finnet.com.br/
Vendor Details
Company Name
Keeper.app
Founded
2020
Country
United States
Website
www.keeper.app/
Product Features
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management