Chime Workplace serves as a comprehensive financial wellness platform designed to assist employees in effectively managing their finances, alleviating stress, and fostering long-term financial stability. Available at no charge to both employers and employees, the platform features:
- No-cost access to earned wages
- No-fee checking accounts along with overdraft protection
- Automated savings options that offer high-yield interest rates
- Tools for building credit
- Optional employee rewards and loyalty program benefits
By providing smooth payroll integration, real-time insights, and a secure infrastructure, Chime Workplace not only enhances employee well-being but also contributes to improved retention, engagement, and overall productivity within the workplace. This innovative approach to financial wellness empowers employees to take control of their financial futures, resulting in a more motivated and dedicated workforce.
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Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
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Easy GST
Design tailored, professional invoices in mere moments, enabling your clients to make instant payments. Utilize automated reminders to follow up with customers or address overdue payments efficiently. By leveraging online invoicing, you can significantly shorten the duration between issuing an invoice and receiving payment. This streamlined process can greatly enhance your cash flow. You have the flexibility to create polished invoices that showcase your company’s logo and color palette, as well as the option to select the specific details you wish to include. Additionally, you can attach pertinent documents directly to the invoice. Are you ready to bill your clients? Start with our user-friendly, complimentary invoice templates. You can also develop your own unique invoice design. For customer refunds, generating credit notes is straightforward thanks to an intuitive interface that allows for quick creation. You can either apply credit notes to existing invoices or categorize them as expenditures from your bank account. Furthermore, recurring invoices can be set up to save you valuable time by automatically generating invoices at specified intervals, and you can even instruct the system to automatically mark these invoices as settled. This feature enhances efficiency and helps maintain a consistent cash flow.
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Gaviti
Gaviti automates the invoice to cash flow process, allowing accounts receivable departments to make better credit decisions and reduce DSO. It also helps them reconcile payments more quickly. Our advanced automation tools will help you eliminate manual, time-consuming tasks in A/R.
Gaviti has earned trust from industry leaders such as EY, cPrime and PWC. Our track record speaks volumes. Our clients have achieved amazing results, reducing their Days Sales Outstanding by 30%-50% in just six months after adopting Gaviti.
Collections Analytics: Useful data to optimize your strategy. Make data-driven decisions based on trends to increase your collection efficiency.
Cash Application Made Easy: Forget the headaches of reconciling payments. Automate your cash application and achieve 100% accuracy. Improved cash flow, and happier customers.
Strategic Credit Management: Make informed decisions about credit with confidence. Powerful
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