NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Most finance teams run two systems: one for lease accounting, one for treasury, reconciled by hand. ZenTreasury runs both as one governed subledger, because the ERP that posts the journal entry does not know the contract behind it. ZenTreasury does.
Add a lease and the platform generates the full schedule automatically: right of use asset, lease liability, depreciation, interest, and balance carry forward, all following the standard from the moment the lease is saved. Index-linked remeasurement is handled automatically, with index rates, base values, and next indexation dates tracked per contract. Every later change, such as a scope change, term extension, rate revision, or partial termination, recalculates the schedule and logs it with a timestamp and user, so auditors get the before and after picture without asking.
On the treasury side: centralised FX position management across forwards, swaps, and cross currency instruments with mark-to-market valuations; internal and external loan tracking with valuation against yield curves and automated interest accrual; trade finance and guarantee monitoring with fee and exposure tracking; and group wide cash flow forecasting with scenario modelling, all multi entity and multi currency. Direct bank connectivity included.
One platform, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client directly to your contract data.
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Schedule My Rent
Software services for vacancies marketing, receiving online rental applications, screening tenants with credit and background checks and collecting rent.
Tenants can pay rent in these ways:
- With cash at any MoneyGram location (Walmart CVS etc.
- With their bank account
- With credit or debit cards
Rent can be collected monthly or twice per month.
With the QuickPay option, landlords can receive rent on the same day that rent has been withdrawn from tenants' bank accounts.
Late fees are added automatically to the tenant's account. You can combine late fees and daily fees to match your lease terms.
You can easily check your rent status.
Multi-unit view shows how many rents have been collected and how much rent remains to be paid across all your properties, or for specific units or businesses.
- The unit view shows the entire status of a lease. You can add one-time fees (utility, etc.) to easily customize it.
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AcquiOS
AcquiOS is an innovative software solution that utilizes AI to streamline underwriting and deal management for teams involved in commercial real estate acquisitions and private equity firms in the real estate sector. By simply forwarding a broker's offering memorandum to AcquiOS, users can obtain a fully developed underwriting model tailored to their existing Excel templates in just a few minutes, with all rent and expense assumptions being meticulously cross-checked against market comparables and highlighted for discrepancies prior to executing the model.
Key functionalities include the extraction of Offering Memorandums (OM) and Confidential Information Memorandums (CIM) from broker communications, thorough analysis of T-12 financials and rent rolls, automated validation of assumptions against current market data, AcquiScore for deal screening, management of deal pipelines, tracking of due diligence projects, detection of conflicts, and the generation of Investment Committee memos.
With reports indicating that teams can save as much as 92% of the time typically spent on per-deal analysis, AcquiOS is positioned as a viable alternative to platforms like Dealpath, RedIQ, and ARGUS, specifically tailored for AI-driven commercial real estate underwriting automation across multifamily, industrial, office, and self-storage sectors. Additionally, users can take advantage of a free trial with no need to migrate their existing Excel templates, making the transition seamless and efficient.
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