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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The Osayk Platform is a cloud-based solution designed to transition accounting firms into the digital space. It offers a comprehensive financial management system tailored for accounting clients, allowing firms to maintain their brand and visual identity. This platform provides full financial management services for client companies, enabling the import of OFX files, the issuance of service and trade invoices, and the registration of customers and suppliers, all within a secure cloud environment. Equipped with a financial management system that incorporates the firm’s branding, it includes features like financial and accounting account plans, exporting release files to existing accounting systems, and collaborative cloud storage shared with clients. Additionally, the Osayk Platform streamlines billing, collections, and the issuance of NFS-e and NF-s for accounting tasks. It also includes an inventory control system, ensuring all necessary components for comprehensive accounting are included in the license. Moreover, the platform supports shared development, allowing for software customization based on the specific needs of its users, enhancing its functionality and adaptability. This ensures that accountants can offer personalized and efficient services to their clients.

Description

Praxi is a comprehensive Financial Advisory platform that manages all facets of your brokerage operations. It features an integrated Client Relations Management system, allowing you to efficiently monitor and engage with your growing client base. Additionally, Praxi offers workflow management for tasks and actions, along with tracking and evaluation tools. Compliance management is another key feature, ensuring that you stay aligned with regulations. You can always access your documents securely stored online, providing peace of mind. The needs analysis tool enables you to swiftly evaluate your clients' insurance and investment requirements and assess associated risks. If you find yourself in need of assistance, simply contact your agent or submit a support request, and we guarantee a response within 24 hours! While the Praxi Manage solution is exceptional and encompasses numerous features beyond what we've highlighted, we wanted to draw attention to a few key aspects. One impressive facet is that setting up your account is a breeze, facilitated by a wizard that gets you started in under four minutes. Moreover, we can seamlessly transfer your existing data from most systems, ensuring a smooth transition to our platform. You’ll find that Praxi not only streamlines your operations but also enhances your overall client service experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50 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

Osayk

Country

Brazil

Website

osayk.com.br/

Vendor Details

Company Name

Praxi Manage

Founded

2017

Country

South Africa

Website

praximanage.com

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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