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Average Ratings 0 Ratings

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ease
features
design
support

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Description

There is a reliable and straightforward method for storing, sharing, and monitoring your credentials. With CredShare, you can manage documentation for your household, team, or business from any location and at any time. By equipping you with the necessary tools to oversee your credentials, we alleviate the burden of paperwork, allowing you to concentrate on what truly matters. Keep an eye on and act upon expiring licenses, insurance policies, and more, ensuring you're always informed about your team's readiness through a comprehensive overview of their credentials and their statuses. Effortlessly compile and link your credentials to third-party services without hassle. Safeguard your professional, financial, and identity credentials, and access them whenever and wherever you need. Our secure storage and reliable encryption methods ensure the protection of your information. Manage, bundle, and share your credentials with just a single click. Say goodbye to concerns about expiration dates or missing documents, as you will receive notifications for updates, ensuring you can access any credential whenever necessary. This streamlined process enhances efficiency and peace of mind in your personal and professional life.

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

Integrations

QuickBooks Online

Pricing Details

$15 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

CredShare

Country

Australia

Website

www.credshare.com

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Accounts Payable

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

Alternatives

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