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What is SedonaOffice?

Top organizations within the sector depend on SedonaOffice to streamline and elevate their business functions. Our innovative features and adaptable capabilities enable leading companies to refine their operations, increase their monthly recurring revenue, and broaden their reach. With user-friendly tools, you can take control of your accounts receivable, accounts payable, and general ledger management effectively. Efficiently handle installations, inventory, and expenses while effortlessly managing ongoing service requests and appointments. Customizable queries allow you to generate precise, detailed reports that support sound financial and operational strategies. The payments processing aspect simplifies the receipt and posting of payments, whether conducted manually or via a Lockbox, making the process swift and straightforward. You will enjoy full access to a detailed customer database, ensuring you can meet and exceed the high service standards expected by your clients. With the ability to accommodate an unlimited number of warehouses and vehicles, tracking inventory becomes straightforward and efficient, fostering seamless management across every business facet. Our platform not only improves operational effectiveness but also strategically positions your organization for ongoing growth and long-term achievement, creating a pathway for future innovations and enhancements.

What is Asset Vantage?

Family office software designed to deliver a holistic view of a family's total net worth can fall short if it emphasizes only portfolio reporting without adequate accounting, resulting in an incomplete understanding of financial health. In the current rapid-paced financial world, ultra-high-net-worth individuals are no longer inclined to wait until the end of a quarter to assess their financial condition. They face the pressing need to act swiftly when over-leveraged properties threaten to deplete their resources before the month closes, or when immediate actions are required to realize losses to offset short-term capital gains as the year draws to a close. Moreover, the timing of liquidity needs rarely coincides with the best investment opportunities, highlighting the importance of having timely access to financial insights. In this environment where data informs decisions, financial information that isn't consistently aggregated, accounted for, reconciled, and reported on the same day quickly loses its relevance. Single Family Offices face unique hurdles in managing accounting and financial reporting, yet these challenges can be effectively addressed through our integrated general ledger and portfolio reporting software, which simplifies operations and boosts efficiency. By leveraging our innovative solution, family offices can ensure they obtain timely insights into their financial circumstances, allowing them to stay proactive in an ever-evolving market. This capability not only helps them respond to immediate financial demands but also positions them for long-term success.

Media

Media

Integrations Supported

Efinity
Manitou

Integrations Supported

Efinity
Manitou

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

Perennial Software

Company Location

United States

Company Website

perennialsoftware.com

Company Facts

Organization Name

Asset Vantage

Date Founded

2011

Company Location

United States

Company Website

www.assetvantage.com

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Lead Management
Quotes / Estimates
Scheduling
Work Order 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

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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