Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry.
For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.
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KontoCSV
KontoCSV is a web-based tool that converts bank statements from PDF documents into well-organized formats such as CSV, Excel, MT940, and camt.053. Designed specifically for accountants, bookkeepers, finance professionals, and businesses, it simplifies the handling of bank data by removing the hassle of manual data entry. The application supports a variety of bank statement formats and is capable of processing scanned or image-based PDFs, achieving high accuracy through sophisticated parsing methods, even with complex designs. KontoCSV allows for seamless integration into accounting systems, ERP software, and spreadsheets, thus automating bookkeeping functions and reducing the need for manual effort. Key features include the ability to manage large files in batches of up to 2 GB, compatibility with multiple financial formats, and a user-friendly pay-as-you-go pricing model. In addition, the platform is fully compliant with GDPR regulations and operates on secure servers within the EU, ensuring both data safety and legal adherence. This blend of capabilities positions KontoCSV as an essential tool for businesses looking to optimize their financial data processing. With its advanced features, KontoCSV not only saves time but also enhances overall productivity for organizations in need of efficient financial management.
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Parserr
Streamline your operations by automating data extraction from emails and reducing the need for manual entry. Each day, countless emails arrive, packed with essential business information that ideally should be routed automatically to their designated locations. If you receive inquiries through "contact us" forms or offline chat, do you find yourself updating your CRM with that information manually? Utilizing an email parser enables you to pull out valuable data like first names, last names, and other pertinent demographic details effortlessly. Additionally, if you're inundated with delivery notes and invoices that you wish could seamlessly integrate with your order management system, an email parser can also capture crucial information such as total amounts and customer identities from those documents. Furthermore, it facilitates the extraction of line items, delivery dates, and order dates from work orders, making your data management even more efficient. With our expertise in rapid and straightforward email data extraction, you can enhance your business processes dramatically. Automating these tasks not only saves time but also minimizes the risk of human error.
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