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What is CashManager?

Run your business according to your own preferences with CashManager, which provides both desktop and online choices for ultimate flexibility. Choose from CashManager Lite, Plus, or a combination that suits your unique requirements, ensuring that you only pay for the features you need. Importing and organizing your financial statements becomes a breeze, and with our automated bank feed, keeping your accounts accurate has never been easier. Stay on top of your business's performance with advanced budgeting tools and comprehensive reports at your disposal. The management of your cash flow is now more straightforward than ever! This software is crafted to be intuitive and easy to adopt, making the transition seamless. Improve your cash flow with intelligent invoicing solutions tailored specifically to your business operations. You can maintain full control over your financial management from your desktop, even without internet access, ensuring ongoing oversight and efficiency. CashManager empowers you with financial clarity and convenience at all times, making it an invaluable tool for your business. With its versatility and user-friendly design, it adapts to your workflow effortlessly.

What is AtlasFive?

AtlasFive represents a cutting-edge wealth management solution that functions on a cloud infrastructure enhanced by artificial intelligence, effectively integrating entity management, portfolio oversight, general ledger and fund accounting, transaction handling, document preservation, trust and partnership accounting, cash flow predictions, and client reporting into a unified framework. This platform leverages the secure EtonAI technology to refine over 270 workflows, adeptly extracting data from over 250 types of documents while automating numerous processes, including bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. In addition, AtlasFive equips users with real-time insights, sophisticated semantic document search functionalities, AI-enhanced performance dashboards, risk notifications, and the capability to execute natural-language inquiries, all within a regulated and transparent AI framework compliant with ISO certification standards. Built on a resilient, serverless architecture, the platform ensures continuous backups, high availability, detailed audit trails, role-based access management, and cybersecurity adherence to SOC standards, which collectively provide a secure and efficient wealth management experience for users. Ultimately, AtlasFive distinguishes itself as a holistic solution catering to the multifaceted requirements of contemporary wealth management professionals, making it a vital tool in today's financial landscape.

Media

Media

Integrations Supported

CloudPayroll
SmoothPay
iPayroll

Integrations Supported

CloudPayroll
SmoothPay
iPayroll

API Availability

Has API

API Availability

Has API

Pricing Information

$500 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Accomplish

Date Founded

1998

Company Location

United States

Company Website

us.accomplishglobal.com

Company Facts

Organization Name

Eton Solutions

Date Founded

2015

Company Location

United States

Company Website

eton-solutions.com/solutions/atlasfive/

Categories and 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

Categories and Features

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