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What is WinFactor?

WinFactor serves as a comprehensive platform for accounts receivable factoring, expertly designed to manage and streamline every aspect of invoice financing processes. This innovative solution allows factoring companies to refine their operations from the initial submission stage all the way to the funding phase, operating seamlessly within a unified system. It supports multiple types of receivables, including both general and transportation factoring, and offers an array of functionalities for various tasks, such as verifying invoices, issuing notices of assignment, tracking missing documents, and handling funding management. Additionally, it incorporates automated systems for posting receipts and settling invoices, ensuring precise calculations for fees, reserves, and rebates. With powerful document management capabilities, WinFactor enables invoice submissions through diverse channels and utilizes OCR and artificial intelligence to facilitate real-time data extraction and validation. Moreover, the platform keeps users updated with alerts concerning credit limits and overdue accounts receivable, providing thorough oversight and management of financial activities. Consequently, WinFactor stands out as an essential resource for factoring firms looking to enhance their operational efficiency and precision. Its holistic approach not only simplifies complex processes but also positions companies for greater success in the competitive finance landscape.

What is Obit?

Obit is an innovative web application for funeral management that operates in the cloud and was developed in collaboration with funeral professionals, overseeing the complete funeral process. With Obit, users enjoy the flexibility of accessing the platform from any device, whether it’s a PC, Mac, or tablet. The application features a scheduling tool that allows for effective staff coordination via a calendar and rota system. Users can produce a variety of professional documents including invoices and death notices with ease. Financial management is streamlined with tools for invoicing, maintaining a cashbook, and the ability to export data to Sage. Reporting capabilities enable the generation of both location-specific and chart-based reports. Additionally, Obit allows for seamless integration with your website to display notices. Security is a priority, offering Two-Factor Authentication and ensuring that all data is encrypted both during transmission and while stored. Currently, Obit is under continuous enhancement, with new features being regularly implemented based on user suggestions to improve functionality and user experience.

Media

Media

Integrations Supported

QuickBooks Online
Alvys
Amazon Web Services (AWS)
Microsoft Dynamics 365
Microsoft Excel
PCS
Peruse Lease
ProTransport
SAGE
Triumph ERP
Zepto

Integrations Supported

QuickBooks Online
Alvys
Amazon Web Services (AWS)
Microsoft Dynamics 365
Microsoft Excel
PCS
Peruse Lease
ProTransport
SAGE
Triumph ERP
Zepto

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

£5 per funeral
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

WinFactor

Date Founded

1995

Company Location

United States

Company Website

www.winfactor.com

Company Facts

Organization Name

Lytesoft

Date Founded

2015

Company Location

Ireland

Company Website

www.obit.cloud/

Categories and Features

Categories and Features

Funeral Home

Cemetery Management
Cremation Management
Financial Reporting
Funeral Ledger
Lot Management
Merchandising
Pre-Need Management
Routing

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