Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • Bryt Software Reviews & Ratings
    19 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    198 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • LoanPro Reviews & Ratings
    146 Ratings
    Company Website
  • LendingPad Reviews & Ratings
    302 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • Finastra LaserPro Reviews & Ratings
    2 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,952 Ratings
    Company Website

What is Portfolio+?

Join Portfolio+, a unique platform designed to connect clients with financial service providers for a personalized banking experience. Our banking interface prioritizes consumer needs and is enhanced by robust APIs that deliver tailored financial solutions while safeguarding client data. We provide secure, reliable financial software that supports the growth of technologically advanced, interconnected financial institutions. By leveraging our open banking platform, we empower consumers and generate new revenue streams for financial service providers. Our core banking system ensures efficient transaction processing across the Canadian banking landscape, fostering a smoother customer experience. Furthermore, we offer vital training and consultancy services to equip finance professionals with the tools to take advantage of fintech innovations. With more than three decades of industry experience, Portfolio+ is at the forefront of Canada's open banking movement, consistently developing state-of-the-art financial products and services through a dedicated team of experts in finance and technology. Together, we can redefine the future of banking, merging innovation with solutions that focus on customer satisfaction, ultimately transforming the financial landscape in Canada.

What is Expense Once?

Expense Once is an all-encompassing online solution that streamlines the management, automation, and oversight of employee expenses for businesses. A dedicated consultant will work with you to customize the setup and ensure the system aligns with your specific requirements. Additionally, we offer continuous support in project management and implementation services as needed. Our clients benefit from unlimited assistance at no additional cost throughout the entire period they utilize our product. Each premium and enterprise client is provided with a dedicated account manager to further improve their experience. Our competitive pricing model is designed to allow you to access our software with a low financial burden. You can create an unlimited number of user accounts within our expense management platform, with charges only applying to active users who have submitted expenses or uploaded receipts. By utilizing open banking, we can effortlessly connect our services with existing software, such as Clearspend and Barclaycard, simplifying the process of generating expense reports. This integration not only saves you precious time but also significantly boosts the efficiency of expense management within your organization. Furthermore, our user-friendly interface ensures that all team members can easily navigate the system, enhancing overall productivity.

Media

Media

Integrations Supported

Integrations Supported

NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage X3
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$5 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Portfolio+

Date Founded

1988

Company Location

Canada

Company Website

portfolioplus.com

Company Facts

Organization Name

Solutions Once

Company Location

United Kingdom

Company Website

www.expenseonce.co.uk

Categories and Features

Banking

Compliance Tracking
Corporate Banking

Commercial Loan

Not specified

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Loan Origination

Not specified

Loan Servicing

Auto Loans
Business Loans
Construction Loans
Student Loans

Mortgage and Loans

Government Loans

Open Banking

Not specified

Open Finance

Not specified

Categories and Features

Expense Report

Approval Process Control
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Open Banking

Not specified

Open Finance

Not specified

Popular Alternatives

Popular Alternatives

Axe Credit Portal Reviews & Ratings

Axe Credit Portal

Axe Finance
Advantica Reviews & Ratings

Advantica

Softax
Token Reviews & Ratings

Token

Token.io