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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 CredShare?

A dependable and straightforward solution exists for the organization, sharing, and monitoring of your credentials. With CredShare, you can effortlessly manage documentation pertaining to your household, team, or business from virtually anywhere at any time. By providing you with essential tools to oversee your credentials, we take the stress out of paperwork, enabling you to focus on what truly matters. Stay vigilant and proactive regarding expiring licenses, insurance policies, and more, guaranteeing that you are always aware of your team's preparedness through a detailed overview of their credentials and statuses. Seamlessly compile and connect your credentials to third-party services without any hassle. Protect your professional, financial, and identity credentials, and gain access to them whenever and wherever needed. Our secure storage and robust encryption methods ensure the safety of your information. You can manage, bundle, and share your credentials with just a single click. Bid farewell to worries about expiration dates or lost documents, as you will receive timely notifications for updates, ensuring you can retrieve any credential at a moment's notice. This refined approach not only boosts efficiency but also cultivates peace of mind in both your personal and professional endeavors, allowing you to navigate your responsibilities with confidence. Ultimately, CredShare empowers you to keep everything organized and secure while simplifying your life.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$19.50 per month
Free Version
Free Trial Offered?

Pricing Information

$15 per 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

CredShare

Company Location

Australia

Company Website

www.credshare.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

Categories and Features

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