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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.

Description

Upcrest is a versatile software solution designed to accommodate multiple companies, locations, users, and currencies, all while being highly customizable and parameter-driven. Its user-friendly installation process and intuitive interface make it accessible for everyone. Users benefit from on-screen assistance and a comprehensive manual that enhances their experience. This software is particularly advantageous for groups of companies that share common data, such as customers, suppliers, and products. With "Upcrest," data segmentation can be managed through user permissions, allowing tailored access for each company. This functionality streamlines the automatic generation of documents between companies in the same group, exemplified by how a Purchase Order from one entity can seamlessly transform into a Sales Order for another. Moreover, consolidated reports, including Balance Sheets and Profit & Loss Accounts, can be easily accessed, providing a comprehensive view of financial health across the group. Additionally, "Upcrest" enables collaboration and data sharing from various physical locations, making it an essential tool for modern businesses.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

thewealthworks

Founded

1995

Country

United Kingdom

Website

thewealthworks.com/troika-trust-accounting/

Vendor Details

Company Name

ANAND ERP

Country

India

Website

www.upcrest.com

Product Features

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Fixed Asset Management

Asset Budgeting No 
Asset Lifecycle Management No 
Audit Trail No 
Barcoding / RFID Yes 
Depreciation Management Yes 
Disposal Management Yes 
Document Management No 
Inventory Tracking No 
Tax Management No 

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