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Description
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
Description
Ramp Stack is a cutting-edge AI solution specifically designed for accounting firms, providing comprehensive management of bookkeeping, reconciliations, month-end closures, and recurring accounting processes from start to finish. The platform enables firms to delegate meaningful tasks to AI from the very first day, encompassing activities like reconciliations, schedules, monthly reporting, journal entries, schedule roll-forwards, variance analysis, accruals, and various close-related assignments, all while incorporating human approval throughout the workflow. With embedded accounting expertise, Ramp Stack aligns with each firm's unique procedures for every client, ensuring that teams can operate consistently while preserving control, transparency, and audit readiness. The system is structured around standardized operating procedures known as skills, which agents utilize and adapt across clients for frequently performed tasks such as reconciliations, journal entries, variance analysis, schedules, and accruals. Additionally, firms have the flexibility to modify any existing skill or create new ones as their bookkeeping needs evolve, allowing them to customize Ramp Stack for each client's specific requirements. This adaptability ensures that the platform remains relevant and effective as the demands of the accounting landscape change over time.
API Access
Has API
API Access
Has API
Pricing Details
$12.17 per month
Free Trial
Free Version
Pricing Details
$15 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
Engager.app
Founded
2018
Country
United Kingdom
Website
engager.app/
Vendor Details
Company Name
Ramp
Founded
2019
Country
United States
Website
ramp.com/stack
Product Features
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
Product Features
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