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What is Cegid Conciliator?

Enhance your firm’s accounting efficiency by automating production and eliminating redundant data entry duties. Cegid provides adaptable subscription options of 12 or 36 months for businesses that have effectively completed their transformation and are prepared to make a long-term commitment at a more favorable rate. This approach not only accelerates document collection but also significantly improves the customer experience. With Cegid Conciliator, documents can be quickly captured using a mobile app and securely organized online, while also being processed through email, client location scanners, or in bulk at the firm. The platform proficiently automates the filing, cutting, and merging of documents, streamlining these processes. By leveraging Cegid Conciliator, you can rid your operations of tedious tasks through its powerful, fully automated cutting, merging, and grading functions. The solution guarantees remarkable reliability with over 70 automatic checks for each invoice, ensuring adherence to VAT regulations, consistency in quantities, and maintaining constant oversight throughout each step. Additionally, Cegid Conciliator utilizes advanced machine learning techniques which adapt its operations to fit the unique characteristics of your chart of accounts, offering a tailored experience for your firm. This innovative technology not only improves accuracy but also allows your team to focus on higher-value tasks rather than getting bogged down by routine activities.

What is CashTrax?

A fully automated reconciliation system enhances and standardizes your account reconciliation processes, guaranteeing the creation of precise and up-to-date financial statements. It provides a clear snapshot of current data, including reconciliations that highlight relevant statuses, age-related discrepancies, interfaces, and reminders or alerts. With customized templates, matching criteria, file interfaces, and effective break management, the automation of reconciliation is significantly improved. This solution manages the reconciliation processes between custodian accounts and internal accounting systems, as well as across various funds and legal entities. Furthermore, leaders can continuously track and evaluate performance metrics, utilizing comprehensive data insights for process improvement. By fostering standardization of procedures and integrating internal controls, the system features real-time reporting and dashboards for accounting and finance, facilitating enhanced decision-making and strategic planning. In the end, this automated framework not only conserves time but also boosts the accuracy and dependability of financial reporting, ensuring that organizations can respond swiftly to changing financial landscapes. Additionally, the implementation of this system contributes to a more structured approach to financial management, enabling teams to focus on strategic initiatives rather than manual reconciliations.

Media

Media

Integrations Supported

Clevy
Regate

Integrations Supported

Clevy
Regate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Cegid

Company Location

France

Company Website

www.cegid.com/fr/produits/cegid-conciliator/

Company Facts

Organization Name

CashTrax

Company Location

United States

Company Website

www.cashtrax.net/index.html

Categories and Features

Categories and Features

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

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