LoanAssistant
5.0 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 5 Ratings
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What is SimplBooks?
SimplBooks enhances user experience through better accessibility, simplified login procedures, automated functionalities, and a more efficient system overall. It is accessible immediately via a web interface, eliminating the need for any installation. This online format allows users to connect from virtually any device or location, making it incredibly convenient. With its shortcut features, the software significantly boosts productivity. Pre-configured with a chart of accounts, it is ready for use right away. Users can also seamlessly add new clients from the invoice view, alongside other useful functionalities. To assess whether the software fits their needs, potential users have the option to try it out before making any commitments; if it doesn't meet expectations, exiting is easy and data can be exported without hassle. Imagine you're on a business trip, without a laptop, yet urgently need to access accounting tools to send an invoice; SimplBooks allows for fast and easy access through smartphones or tablets. Moreover, the platform prioritizes security by using a secure HTTPS server connection, a protocol well-regarded by financial institutions. This robust security framework guarantees that sensitive information remains safe while users manage their accounting tasks remotely. In conclusion, SimplBooks not only streamlines the accounting process but also offers the flexibility and security necessary for modern business operations.
What is LoanAssistant?
LoanAssistant is an innovative and flexible loan management software crafted by a skilled group of accomplished software engineers, banking professionals, and financial experts. This unique solution is the sole loan servicing add-on compatible with QuickBooks, allowing users to efficiently oversee various loans and credit lines. With LoanAssistant, users can effortlessly sync loan data with QuickBooks without the need for duplicate entries, facilitating real-time financial reporting. The software is designed to automatically compute interest and principal amounts based on the specified payment date and amount, making it easy to manage and process any applicable charges and fees. Its user-friendly interface requires no advanced accounting or bookkeeping knowledge, making it accessible to a broad audience. The comprehensive loan management capabilities of LoanAssistant cater to multiple sectors within the lending industry, including residential and commercial mortgages, student loans, automotive financing, construction loans, installment sales, leases, and investor participation, among others.
Additionally, the program offers extensive reporting options, which include personalized letters and tax documents such as the 1098 forms. Setting up the system is straightforward, requiring no extra hardware, and there are no additional costs based on the number of loans, customers, accounts, or transactions managed. Furthermore, it features an option for accrual accounting, as well as stand-alone and borrower-side servicing capabilities. Users can also take advantage of a complimentary 30-day trial to explore the software's features and capabilities.
Integrations Supported
Integrations Supported
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
API Availability
Has API
API Availability
Has API
Pricing Information
€14.90 per month
Free Trial Offered?
Pricing Information
$999
Starting at $999
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
Windows
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
SimplBooks
Date Founded
2011
Company Location
Estonia
Company Website
www.simplbooks.ee/en/
Company Facts
Organization Name
Integrated Accounting Solutions
Date Founded
1999
Company Location
United States
Company Website
www.iasolutions.info/
Categories and Features
Accounting
Not specified
Categories and Features
Accounting
Not specified
Finance
Not specified
Loan Management
Not specified
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans
Amortization Schedule
Client Database
Commercial Mortgages
Contact Management
Customer Statements
Document Management
Government Loans
Loan Servicing
Residential Mortgages
Real Estate
Not specified