Compare Intapp Intake vs. Precursive

Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements.

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Veriam brings access and subscription management together in a single, secure platform designed to simplify operations, reduce admin time, and improve security. From onboarding to offboarding, Veriam makes it easy to manage access permissions and subscription plans for customers, partners, and employees—all in one place. With Veriam, access permissions and subscription updates happen in real-time. When subscriptions are renewed, upgraded, or changed, access is automatically updated too—so customers always have the right access, without delays. This real-time synchronization means fewer support tickets and a better customer experience. Users only need one login to access products, subscriptions, and data from any organization using Veriam. No more juggling multiple logins or passwords—just a smooth, familiar experience every time they log in. Veriam offers self-service. Customers can update their own subscriptions, manage access, and change profile details without support. This reduces the load on support teams and gives users more control. Built with security and compliance in mind, Veriam follows industry standards, giving you confidence that customer data is handled securely. Try us out today!

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.

KYC Portal is designed to streamline and automate the back-office of any due diligence processes. It allows you to manage all your regulatory and policy requirements within a system. Then it provides the operational capacity for automating and managing the entire process, from on-boarding relationship management to the ongoing aspects of KYC like automated risk-based questionnaires, reporting, document requests, and risk-based approach. KYCP connects with any third party provider/s you may choose on the market to provide a centralised, thorough workflow solution.

Fraud.com's aiReflex is a digital risk and trust solution designed to simplify your fraud defences, making life easier for you and safer and fairer for your customers. aiReflex determines which transactions are legitimate in real-time using a multi-layer defence coupled with explainable AI to fight fraud and improve customer trust. Everything you need to eliminate transactional and application fraud, including: - Transactional Orchestration - Adaptive Rule Engine - AI Engine (Supervised and Unsupervised Machine Learning) - Simulation Engine - Dynamic and static lists - Journey-Time Orchestration - OmniChannel Case Management - Centralised Fraud Reporting Contact us at fraud.com on how we can help you improve your fraud defence while reducing costs and improving customer experiences.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

GRC solution for technology-focused SMBs and Enterprise Information Security Teams. StandardFusion eliminates the need for spreadsheets by using one system of record. You can identify, assess, treat and track risks with confidence. Audit-based activities can be made a standard process. Audits can be conducted with confidence and easy access to evidence. Manage compliance to multiple standards: ISO, SOC and NIST, HIPAA. GDPR, PCI–DSS, FedRAMP, HIPAA. All vendor and third party risk and security questionnaires can be managed in one place. StandardFusion, a Cloud-Based SaaS platform or on-premise GRC platform, is designed to make InfoSec compliance easy, accessible and scalable. Connect what you do with what your company needs.

You can enjoy lucrative returns while limiting market volatility. Our due diligence processes and strategic relationships can be used to help you with your investment capital. Access to institutional-quality opportunities across a range of asset classes. Invest in pre-vetted transactions in private equity. Passive cash flow to your bank account. Our industry-leading investor portal allows you to track your investments. We are not another crowdfunding platform. We are a technology-enabled investment firm in real estate. We invest in every offering and our compensation is heavily weighted towards the performance.

Resco Inspections+ is a versatile digital solution designed for industries like construction, manufacturing, oil and gas, nonprofits, utilities, and property management. The platform helps organizations move away from paper forms by transforming audits, inspections, surveys, and checklists into fully customizable digital workflows. With native integration with Dynamics 365 and Salesforce, it allows you to extend CRM/ERP data beyond the office, ensuring you can collect and update field data effortlessly. The offline-first architecture is essential for environments where connectivity is unreliable, such as remote oil rigs, construction sites, garages, or even crowded cities. Field technicians, auditors, and inspectors can capture critical data without interruption, and the advanced sync engine ensures it syncs automatically once a connection is available. Inspections+ includes a drag-and-drop questionnaire builder with smart questions, business logic, rules, and media capture, enabling easy no-code customization for safety checks, compliance reports, or trial audits. With real-time data insights, organizations can streamline processes, reduce errors, and make informed decisions on the go.