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Average Ratings 3 Ratings

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Description

SBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit. SBS Asset Finance can be deployed end-to-end or module by module, making it easy to modernize legacy systems without a full replacement. The platform automates core processes, improves data visibility in real time, and integrates seamlessly with existing ecosystems through open APIs.

Description

Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure No 
Microsoft Dynamics 365 No 
Sage Intacct Yes 
Salesforce Yes 

Integrations

Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Sage Intacct No 
Salesforce No 

Pricing Details

Please contact SBS directly for pricing details.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

SBS

Founded

2012

Country

France

Website

www.sbs-software.com

Vendor Details

Company Name

sa.global

Founded

1990

Country

United States

Website

sa.global/int/business-solutions/microsoft-dynamics-365/industry-solutions/evergreen.html

Product Features

Commercial Loan

Asset Management Yes 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management Yes 
Risk Management Yes 
Trend Analysis Yes 

Lease Management

Billing & Invoicing Yes 
Commercial Leases No 
Contact Management Yes 
Landlord Database No 
Lease Classification No 
Portfolio Management Yes 
Property Management No 
Residential Leases No 
Retail Leases No 
Sublease Management No 
Tenant Database No 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans No 
Customer Database Yes 
Fee Management Yes 
Investor Management No 
Loan Processing Yes 
Student Loans No 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal Yes 
Collaboration Tools Yes 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

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