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What is Endowment Manager?

The Endowment Managerâ„¢ software is an all-encompassing solution designed to handle information, equipping you and your endowment management team with the tools needed to enhance endowment performance. Functioning as a meticulously designed and fully auditable subsidiary ledger, it focuses on managing data related to endowment and other restricted accounts. This software can effortlessly integrate with your current systems, including general ledger, accounts payable, grant management, or fundraising, through auditable batch transactions and can accept data directly from your custodian or investment management firms. It supports the administration of various investment pools, each with unique distribution rules regarding shares, income, gains, and expenditures. Furthermore, it can be easily aligned with your existing chart of accounts and allows for modifications in anticipation of future account structures. In addition, the software provides comprehensive compliance information, which is crucial for effective oversight and monitoring of fund account restrictions and expenditures, ensuring both transparency and accountability. Ultimately, the Endowment Managerâ„¢ stands out as an essential resource for all your financial management requirements, making the task simpler and more efficient for your team.

What is ERPLY Books?

ERPLY Books delivers an all-encompassing accounting solution designed specifically for both business proprietors and accountants. It integrates key functionalities essential for effective accounting oversight, along with a suite of advanced tools that promote automation in data entry and improve reporting capabilities. With a variety of features aimed at simplifying accounting workflows, ERPLY Books greatly enhances the overall experience for financial professionals. In the forthcoming sections, we will highlight important features that could be of value to you. If you have any questions about how these functionalities operate, we offer tutorial links and are ready to assist you by phone or email. ERPLY Books not only covers the complete spectrum of accounting needs but also extends its offerings beyond traditional accounting tasks. Small enterprises can utilize the pre-configured settings, while larger organizations benefit from the ability to tailor the software to meet their unique requirements. Additionally, ERPLY Books includes all essential accounting components, such as the chart of accounts, general ledger, and trial balance, ensuring a well-rounded solution for its users. This powerful software equips users to handle their financial tasks with remarkable ease and efficiency, allowing for greater focus on strategic business growth. Ultimately, ERPLY Books stands out as a versatile tool that adapts to the diverse needs of its clientele.

Media

Media

Integrations Supported

Adobe Acrobat
ERPLY
Envoice
PayPal

Integrations Supported

Adobe Acrobat
ERPLY
Envoice
PayPal

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€0.15 per invoice
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

Endowment Solutions

Company Location

United States

Company Website

www.endowmentsolutions.com/wp/endowment-manager/

Company Facts

Organization Name

Erply

Date Founded

2009

Company Location

Estonia

Company Website

www.erplybooks.com

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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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

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