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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We assist financial institutions in managing an almost limitless array of pertinent structured and unstructured data to streamline processes like customer onboarding, decision-making, risk pricing, and fulfillment. By extracting, categorizing, and analyzing data from numerous financial entities, we enable lenders to make automated, data-driven decisions regarding risk and pricing. Since 2018, Perfios has maintained a positive cash flow and EBITDA, bolstered by prominent investors including Bessemer Venture Partners and Warburg Pincus. Our data platform leverages a unique blend of proprietary machine learning methods to provide thorough data analysis tailored to individual customer needs, producing bespoke reports for each client. We have successfully scaled operations from handling thousands of transactions monthly to processing millions daily, all while maintaining optimal performance levels. Our team of engineers brings unique thinking styles and innovative problem-solving skills, ensuring a level of professionalism rarely found in other organizations. This distinctive approach sets us apart in the competitive landscape of financial technology services.

Description

AccountsIQ cloud accounting software makes it easy to capture, process, and report financial data from multiple locations. We transform finance functions by enabling financial controllers, finance directors and CFOs to: - Get a complete view of their organization and subsidiaries Access powerful, real-time reports and KPIs in real-time Our multi-level coding capability allows you to get amazing analytics Automate consolidation Our collaboration tools and apps will help you work more efficiently and flexiblely. - Increase efficiency through the integration of key business systems Our financial management software was named Mid-Market and Enterprise Accounting Software of the year 2019 and 2018, respectively, and we were a finalist for 2020.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AutoEntry
CMAP
Chaser
Compleat Software
Expensify
Joblogic
Klub
Lightyear
MarketMan
Opera
Plaid
ProForecast
Rapport3
SAP Concur
Salesforce Sales Cloud
SmartDebit
Stripe
TransferMate

Integrations

AutoEntry
CMAP
Chaser
Compleat Software
Expensify
Joblogic
Klub
Lightyear
MarketMan
Opera
Plaid
ProForecast
Rapport3
SAP Concur
Salesforce Sales Cloud
SmartDebit
Stripe
TransferMate

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£199
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

Perfios Software Solutions

Founded

2008

Country

India

Website

www.perfios.com

Vendor Details

Company Name

AccountsIQ

Founded

2005

Country

United Kingdom

Website

www.accountsiq.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

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

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Financial Management

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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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