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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Farsight AI is an innovative platform that leverages artificial intelligence to streamline financial workflows, specifically designed for sectors like investment banking, private equity, hedge funds, and wealth management. This technology automates the traditionally labor-intensive and repetitive tasks, enabling finance teams to focus on high-value activities. By employing sophisticated AI agents, Farsight generates comprehensive, client-ready documents such as valuation models, pitch decks, investment committee memos, research reports, and tailored strategic insights that reflect the unique style and voice of each firm, rather than delivering generic outputs. Furthermore, it seamlessly integrates into commonly used applications like Excel, PowerPoint, and Outlook, drastically reducing the time spent on manual formatting, data compilation, and drafting from hours or even days to mere minutes, while maintaining the necessary institutional standards and ensuring data security. This transformative approach not only enhances productivity but also allows teams to achieve a higher level of efficiency and precision in their financial operations.

Description

Joblogic is field service management software for service contractors and facilities management businesses. It manages job management, engineer scheduling, asset tracking, planned preventive maintenance contracts, compliance management, and invoicing in one platform. Manual scheduling and job write-ups slow teams down. The Dynamic Scheduler optimises engineer routes in real time, and the AI Summariser cuts job and quote write-up time. Joblogic is building towards a fully Agentic Operating System for service contractors, reducing manual coordination across operations, service delivery, and finance. Joblogic supports businesses across HVAC, fire and security, facilities management, plumbing and heating, mechanical and electrical services, and electrical maintenance. 24/7 support is included as standard.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AccountsIQ
Elyos
FreeAgent
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
QuickBooks Online
Sage 500
Xero

Integrations

AccountsIQ
Elyos
FreeAgent
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
QuickBooks Online
Sage 500
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£45
Starting from £45 per user 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

Farsight

Founded

2022

Country

United States

Website

www.farsight-ai.com

Vendor Details

Company Name

Tracer Management Systems

Founded

1998

Country

United Kingdom

Website

www.joblogic.com

Product Features

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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Alternatives

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