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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

1C:Enterprise Yes 
Gmail Yes 
Mail.ru Yes 
QuickBooks Online No 
Ramp No 
Telegram Yes 
WhatsApp Yes 
Xero No 
Yandex Disk Yes 
Yandex Mail Yes 

Integrations

1C:Enterprise No 
Gmail No 
Mail.ru No 
QuickBooks Online Yes 
Ramp Yes 
Telegram No 
WhatsApp No 
Xero Yes 
Yandex Disk No 
Yandex Mail No 

Pricing Details

€5/month
Free Trial Yes 
Free Version No 

Pricing Details

$15 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Alfa Solution spol. s.r.o.

Founded

2022

Country

Czech Republic

Website

www.finkoper.com

Vendor Details

Company Name

Ramp

Founded

2019

Country

United States

Website

ramp.com/stack

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management No 
Staff Management Yes 
Time Tracking Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

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