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What is Perfios?

We help financial institutions navigate a vast spectrum of both structured and unstructured data to enhance operations such as customer onboarding, risk assessment, pricing strategies, and fulfillment processes. Through the extraction, organization, and analysis of information from various financial sources, we empower lenders to make swift, data-informed decisions related to risk and pricing. Since our inception in 2018, Perfios has consistently generated positive cash flow and EBITDA, supported by reputable investors like Bessemer Venture Partners and Warburg Pincus. Our data platform utilizes a distinct combination of proprietary machine learning techniques to deliver comprehensive data analyses customized to meet the needs of each client, resulting in tailored reports. We have effectively expanded our capabilities from processing thousands of transactions on a monthly basis to handling millions each day, all while upholding high performance standards. Our engineering team embodies a variety of innovative thinking styles and problem-solving abilities, which ensures a level of excellence that is seldom matched in the industry. This unique methodology not only differentiates us but also enhances our standing within the competitive realm of financial technology services. Furthermore, our commitment to continuous improvement and adaptation enables us to respond effectively to the evolving demands of the financial sector.

What is Access Financials?

Designed by experts in finance, Access Financials enables a smooth shift from outdated practices to a more sophisticated, integrated, and scalable system for operational management. This comprehensive accounting and finance software evolves alongside your business's changing demands. With a proven track record spanning over 25 years, we serve a wide range of industries, such as charities and project-centric accounting. Every day, over 4,000 clients depend on Access Financials to effectively manage their financial and operational tasks. The software reduces the complexities often associated with detailed processes. Rich in features, Access Financials can be customized to meet the specific needs of your organization, removing inefficiencies, improving financial management, and delivering crucial insights to support strategic business choices. By optimizing your operational workflows, Access Financials not only enhances your everyday efficiency but also empowers your organization to pursue growth and drive innovation in your field. The result is a more agile business that is better equipped to respond to market changes and opportunities.

Media

Media

Integrations Supported

Access CRM
Klub
Veryon

Integrations Supported

Access CRM
Klub
Veryon

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

Perfios Software Solutions

Date Founded

2008

Company Location

India

Company Website

www.perfios.com

Company Facts

Organization Name

Access

Company Location

United Kingdom

Company Website

www.theaccessgroup.com/en-gb/finance/products/access-financials/

Categories and Features

Financial Management

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

Financial Management

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

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

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