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What is SuperMate?

Discover the remarkable efficiency of SuperMate, an advanced SMSF accounting software that simplifies daily tasks through its automation capabilities. Available with cost-effective monthly subscriptions, this software empowers you to leverage its cutting-edge features to elevate your practices significantly. Accountants, financial advisers, and administrators can all benefit from the wide array of advantages that SuperMate provides. This cloud-based solution utilizes intelligent technology to greatly reduce the time spent on compliance, investment management, and reporting, allowing you to effortlessly grow your client base. By removing the burden of manual data entry and decreasing labor expenses, SuperMate integrates with over 200 data sources while offering automation and smart functionalities. With trigger-based notifications tailored to your clients’ needs, you can ensure that you provide exceptional service right when it matters most. Collaboratively developed with a team of SMSF experts, SuperMate is built for user-friendliness, significantly minimizing the chances of data entry duplication and boosting overall productivity. Not only does SuperMate simplify the management of SMSFs, but it also enhances scalability, thereby unlocking greater growth opportunities for your business. As you navigate the complexities of SMSF management with ease, you'll find that SuperMate positions you for long-term success and efficiency.

What is ProcessMate?

ProcessMate is a cloud-based platform that streamlines the monitoring of quotations and ordering workflows. It includes a dedicated sales interface for employees and a customizable Customer Portal, which empowers clients to request quotes, place orders, and submit service inquiries. The portal can be tailored to reflect your organization's branding, ensuring a cohesive identity. With ProcessMate, managing processes and tasks becomes more efficient, as it allows for the organization of related documents and enhances team collaboration. The software adeptly manages both urgent and planned tasks, ensuring nothing falls through the cracks. In addition to tracking activities, it provides user notifications, generates management reports, and aids in the optimization of business operations. The platform further improves customer interaction by enabling clients to submit purchase and service requests, monitor the progress of their submissions, and automatically trigger internal workflows upon request submission. As a result, this creates a more engaged and interactive dynamic between businesses and their customers, ultimately leading to improved satisfaction and loyalty. Furthermore, ProcessMate's comprehensive features make it an invaluable tool for organizations seeking to enhance their operational efficiency.

Media

Media

Integrations Supported

Cloudoffis

Integrations Supported

Cloudoffis

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per fund per month
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
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

SuperConcepts

Date Founded

1985

Company Location

Australia

Company Website

www.superconcepts.com.au/SMSF-software

Company Facts

Organization Name

ProcessMate

Date Founded

2013

Company Location

United Kingdom

Company Website

processmate.net

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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