Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your investment operations by utilizing real-time data that is seamlessly integrated across all workflows from the outset. Let go of outdated technology as you pave the way for the future of investment accounting while providing your clients with exceptional speed and innovative digital experiences. Adapt swiftly to new regulations, maintain oversight, and effortlessly integrate emerging asset classes, including cryptocurrencies. Prepare for future growth, boost operational efficiency, and significantly cut costs while managing general ledgers and NAV values alongside portfolio holdings and cash. This system is engineered to process virtually unlimited data volumes, bypassing the typical limitations of relational databases. With its cloud-native design, big-data database capabilities, and distributed architecture, it ensures near real-time business continuity and effective disaster recovery solutions. Furthermore, this approach allows for greater flexibility and agility in responding to market changes and client needs.
Description
uiAgent is an advanced automation platform powered by AI, tailored specifically for accounting teams and firms, which integrates an intelligent assistant named Ava into existing accounting tools and workflows to enhance the efficiency of monotonous, detail-heavy tasks with remarkable precision. By allowing teams to retain their current systems and avoid the burden of learning new software, Ava operates within familiar ledgers, file structures, and processes to perform functions such as data extraction, account reconciliation, transaction matching, anomaly detection, speeding up the month-end closing procedures, and generating documentation that's ready for audits, all while preserving a comprehensive record of actions taken. This innovative solution transforms intricate accounting inquiries into user-friendly conversations, enabling users to pose questions about their financial data and obtain immediate insights without the hassle of navigating through spreadsheets. Additionally, it effortlessly connects with both contemporary and legacy systems, facilitating data extraction and automation for essential tasks like bank reconciliations, journal entry formation, fraud prevention, and various other critical workflows. As a result, accounting professionals can focus more on strategic decision-making rather than getting bogged down by time-consuming manual processes.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FundGuard
Founded
2018
Country
United States
Website
www.fundguard.com
Vendor Details
Company Name
uiAgent
Founded
2024
Country
United States
Website
uiagent.co
Product Features
Fund Accounting
Accounts Payable
No
Accounts Receivable
No
Activity Tracking
No
Asset Management
No
Bank Reconciliation
No
Budgeting & Forecasting
No
Compliance Management
No
Donor Management
No
General Ledger
No
Partnership Accounting
No
Purchasing & Receiving
No