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

  • Digital WarRoom Reviews & Ratings
    55 Ratings
    Company Website
  • StackAI Reviews & Ratings
    48 Ratings
    Company Website
  • optivalue.ai Reviews & Ratings
    3 Ratings
    Company Website
  • Filejet Reviews & Ratings
    37 Ratings
    Company Website
  • Windocks Reviews & Ratings
    7 Ratings
    Company Website
  • Orion Reviews & Ratings
    18 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,103 Ratings
    Company Website
  • Advantage Reviews & Ratings
    37 Ratings
    Company Website
  • CXT Software Reviews & Ratings
    70 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,172 Ratings
    Company Website

What is Versatile Retention by Zasio?

Versatile Retention delivers a robust platform for schedule management and research, granting your organization complete control over its retention strategies. The Domestic subscription allows for instant access to over 73,000 regulations pertaining to federal and state records in the United States, applicable across various sectors. For organizations seeking an even wider scope, the optional North American subscription features more than 80,000 regulations from the U.S., Canada, and Mexico. Additionally, our International subscription broadens this reach to include 140 countries, with an impressive compilation of over 130,000 regulations, positioning it as the most comprehensive solution on the market. Our committed team is comprised of full-time experts, including legal research professionals and licensed attorneys, who thoroughly investigate legal citations. With any subscription, you will tap into our extensive databases tailored for U.S., North American, or International research, enriched by jurisdiction-specific knowledge gathered through consulting engagements. This unique approach guarantees that your organization stays compliant and thoroughly informed, ultimately enhancing your operational effectiveness. By choosing our services, you ensure not only regulatory adherence but also a strategic advantage in navigating the complexities of legal compliance.

What is Endex?

Endex represents a groundbreaking AI application tailored for Excel, aimed at revolutionizing financial modeling and data analysis through the incorporation of advanced language models directly into spreadsheets. By providing citations for every output, it ensures that all calculations and narratives maintain a level of traceability and transparency. The custom-designed language models are adept at understanding complex accounting practices, reconciling varied data sources, and interpreting financial graphics, while Endex seamlessly integrates internal documents, external databases, and trusted public information from platforms such as CapIQ, FactSet, and SEC filings into a single, searchable interface. Among its standout features are AI-assisted tracking of cell references, in-line citations for easier navigation, customizable formatting options, and templates that can refresh with new information across the organization. Furthermore, the integration of Deep Research brings contextual insights right into your workbook, bolstered by verified resources, and Endex’s adaptive "memories" learn to synchronize with your unique styles and workflows, thus further enhancing the user experience. This remarkable combination of features positions Endex as a vital tool for finance professionals who strive for both efficiency and precision in their analyses, making it a must-have in today’s fast-paced financial landscape. Consequently, utilizing Endex can significantly elevate the quality and reliability of financial reporting and decision-making processes.

Media

Media

Integrations Supported

Claude
FactSet
Microsoft Excel
OpenAI

Integrations Supported

Claude
FactSet
Microsoft Excel
OpenAI

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

Zasio Enterprises

Date Founded

1987

Company Location

United States

Company Website

www.zasio.com/versatile-retention/

Company Facts

Organization Name

Endex

Date Founded

2022

Company Location

United States

Company Website

endex.ai/

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Popular Alternatives

Popular Alternatives

Decisis Reviews & Ratings

Decisis

Vizigy Interactive
Lexbox Reviews & Ratings

Lexbox

Lexum
PromptQL Reviews & Ratings

PromptQL

Hasura