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Average Ratings 0 Ratings
Description
Pasofin is a versatile, cloud-based financial accounting system that offers businesses a seamless way to handle their financial tasks. Created by Stalione Group, Pasofin supports multiple devices, allowing users to access the platform from anywhere. Features like invoice tracking, expense management, payroll processing, and inventory control are built into the system to ensure comprehensive financial management. With its simplified tax processes and real-time financial updates, Pasofin is an ideal solution for businesses looking to streamline accounting workflows while maintaining accuracy and efficiency.
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
Integrations
WooCommerce
Pricing Details
$100
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
Stalione Group
Founded
2021
Country
Australia
Website
pasofin.com.au
Vendor Details
Company Name
Praxi Manage
Founded
2017
Country
South Africa
Website
praximanage.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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