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What is expex?

We begin by dedicating time to comprehend your business operations and needs, which paves the way for a seamless onboarding experience with Carly. After this initial step, we set up a meeting to connect Carly with your financial accounts and QuickBooks. Once that connection is established, we formally introduce Carly to you and your team, allowing you to concentrate on your core business while Expex and Carly take care of all your bookkeeping requirements. Whenever something needs your attention, Carly promptly notifies you, ensuring that you stay on top of critical accounting tasks. Each month, Expex delivers well-structured financial reports that you can review with your team, CPA, or other financial consultants. By the close of the year, you will receive tax-ready financials, which removes the hassle of any last-minute cleanup or catch-up, enabling your CPA to initiate your tax return without delays. Carly, an automated bookkeeping solution created by Expex, is adept at learning your transaction processing needs and notifying you of necessary actions, all while providing insightful analyses of your financial standing. This integration not only simplifies your bookkeeping processes but also equips you with the confidence to make sound financial decisions. With this comprehensive support, you can focus on growing your business while ensuring your finances are managed efficiently.

What is Carly AI?

Carly acts as an advanced AI-driven executive assistant that effortlessly merges with existing business tools to optimize a range of tasks, including managing emails, scheduling, customer relationship management, sales, marketing, research, and repetitive workflows. This cutting-edge assistant interfaces with over 200 applications, incorporating widely-used platforms like Gmail, Google Calendar, Outlook, Zoom, Salesforce, HubSpot, Zoho CRM, and Slack. In addition, Carly facilitates connections to other software through APIs, empowering teams to develop customized workflows that align with their current technological setups. With Carly, users can effortlessly establish AI agents that proficiently oversee inboxes, draft email replies, coordinate meetings, produce video links, refresh CRM entries, improve lead data, archive attachments, prepare reports, and follow up with customers. These AI agents can be accessed via both email and text, allowing teams to streamline their operations without the hassle of learning a complicated new system. Tailored specifically for founders, executives, sales personnel, recruiters, agencies, and small businesses, Carly enables organizations to consolidate their applications and automate everyday tasks, significantly boosting productivity and operational efficiency. By harnessing the power of Carly, users are free to concentrate on more strategic endeavors while routine activities are managed automatically, ensuring that their time is used more effectively. This shift not only enhances performance but also fosters a more innovative work environment.

Media

Media

No images available

Integrations Supported

Gmail
Google Calendar
HubSpot CRM
Microsoft Outlook
QuickBooks Online
Salesforce
Slack
Zoho CRM
Zoom

Integrations Supported

Gmail
Google Calendar
HubSpot CRM
Microsoft Outlook
QuickBooks Online
Salesforce
Slack
Zoho CRM
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$19.50 per month
Free Version
Free Trial Offered?

Pricing Information

$35/user/month
Free Version
Free Trial Offered?

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

expex

Date Founded

2015

Company Location

United States

Company Website

expexinc.com

Company Facts

Organization Name

Carly AI

Date Founded

2024

Company Website

www.usecarly.com

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

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