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

  • WERX Reviews & Ratings
    23 Ratings
    Company Website
  • Now Commerce Reviews & Ratings
    40 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • Melio Reviews & Ratings
    2,134 Ratings
    Company Website
  • EBizCharge Reviews & Ratings
    181 Ratings
    Company Website
  • Xero Reviews & Ratings
    4,785 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,600 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,410 Ratings
    Company Website
  • Houzz Pro Reviews & Ratings
    23,104 Ratings
    Company Website
  • Fishbowl Reviews & Ratings
    1,068 Ratings
    Company Website

What is eZ Account Import?

eZ Account Import simplifies the process of integrating your online banking data into QuickBooks, requiring just a few clicks to accomplish. This tool supports a variety of widely-used online banking formats, including Quicken (.qif or .qfx), Money (.ofx), and Excel files (.csv, .xls, .xlsx). Rather than just converting files, eZ Account Import functions as an integrated tool within QuickBooks. It allows you to seamlessly transfer your online banking transactions to your QuickBooks bank register in merely three easy steps. The application also provides access to your Chart of Accounts, lists, and transactions from QuickBooks all within its user-friendly interface. Users can add transactions directly to QuickBooks, with each import's real-time status clearly displayed. Furthermore, it supports the import of various transaction types, such as checks, deposits, payments received, or bill payments directly into the QuickBooks platform. The tool also features convenient mapping options, remembering details like QuickBooks payees, accounts, classes, and customer information based on transaction descriptions, which greatly streamlines the process. Ultimately, this feature not only saves time but also significantly boosts the efficiency of managing your financial records, making it an invaluable asset for users.

What is Asseta?

Asseta is a holistic, AI-powered platform designed to streamline the financial management processes of family offices, enabling them to manage their wealth and accounting functions with clarity and effectiveness. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, along with real-time insights and tailored reporting features. By seamlessly integrating with various platforms, such as QuickBooks, Bill, and Ramp, Asseta allows users to consolidate data into a cohesive system. Furthermore, the platform automates essential financial tasks, including allocations, bill payments, and month-end closings, reducing manual effort. With scalability as a key feature, Asseta not only optimizes financial operations for family offices but also enhances visibility across multiple entities and currencies worldwide, supporting more informed decision-making. This all-inclusive strategy empowers family offices to concentrate on long-term strategies rather than getting bogged down by administrative tasks, ultimately fostering a more proactive approach to wealth management. By prioritizing efficiency and transparency, Asseta positions itself as an indispensable tool for modern financial stewardship.

Media

Media

Integrations Supported

QuickBooks Online
Amazon Web Services (AWS)
Google Sheets
Gusto
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

Integrations Supported

QuickBooks Online
Amazon Web Services (AWS)
Google Sheets
Gusto
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$135.00/year
Free Trial Offered?
Free Version

Pricing Information

$32 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

Zachary Systems

Company Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Company Facts

Organization Name

Asseta.ai

Date Founded

2023

Company Location

United States

Company Website

www.asseta.ai/

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

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

Popular Alternatives

Popular Alternatives

ProperSoft Reviews & Ratings

ProperSoft

ProperSoft Inc.
The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
FundCount Reviews & Ratings

FundCount

FundCount Americas