Centrex Software
Our robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
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SoftCo AP Automation
SoftCo Accounts Payable Automation processes all PO and non-PO supplier invoices electronically from AI-powered capture and AI Matching through to invoice approval and query management. Built for complex, high-volume environments, SoftCoAP delivers market-leading touchless automation by embedding AI across matching, coding, routing, and exception handling to minimize manual intervention. Finance teams achieve up to 89% reduction in processing costs, faster cycle times, and stronger operational control without adding headcount. A built-in, context-aware AI Assistant supports AP users directly in the workflow by explaining exceptions, answering natural language questions, and guiding next actions, reducing back-and-forth while maintaining full auditability and compliance.
SoftCoAP supports recurring invoices such as rent, utilities, and subscriptions, automatically matching and routing them for approval without the need for supporting POs or GRNs. Automated approval workflows ensure invoices reach the right approvers, with reminders and escalation reducing delays. Approvals can be completed via email or mobile, enabling faster decision-making for distributed finance teams. Advanced analytics provide real-time visibility into invoice volumes, exception trends, approval bottlenecks, and performance metrics, helping finance leaders continuously optimize operations and protect cash flow.
SoftCo is a global organization with operations across the USA, Ireland, the UK, and the Nordics. SoftCo is SOC 1 and SOC 2 audited and ISO 27001 and SAHKE2 certified, supporting secure and compliant AP automation. More than one million business users worldwide rely on SoftCo solutions across all industry sectors, including organizations such as SunnyD, the Finnish Government, Primark, Patagonia, and PwC, to run accounts payable with confidence at scale.
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Encyro
Encyro provides a suite of secure solutions including encrypted email, electronic signatures, and secure file storage, all designed with an award-winning interface that simplifies the experience for both you and your clients, who won’t need to create portal accounts.
With Encyro, you can share files and send encrypted messages directly to any email address, ensuring your data is safeguarded during both transmission and storage, thereby meeting essential compliance requirements like HIPAA, GDPR, FINRA, and SOX. Your clients can securely upload files via a custom-branded upload page without needing to log in or take any extra steps.
When it comes to electronic signatures, Encyro provides a seamless experience for remote signing, allowing you to manage login options and signature types to guarantee that the correct individuals are signing documents. Encyro's features include custom branding, automated reminders, reusable e-sign templates, and secure access codes that adhere to NIST-800-63 standards, which can be sent via SMS or text for enhanced security. Furthermore, this platform not only prioritizes user convenience but also fortifies the integrity of your transactions, making it a valuable tool for any business.
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ClientFlow
ClientFlow serves as a comprehensive inbox and project management tool designed for client service teams. It streamlines the handling of emails, tasks, and timesheets in a single platform. By merging team and individual email communications with client interactions, ClientFlow guarantees that all correspondence is recognized and managed effectively. All client-related communications are gathered in one place, facilitating a more efficient approval process through tailored branded requests and automated recurring conversations with customizable message templates. Users have the convenience of linking their email accounts or enabling auto-forwarding from any email address, which provides team members with insight into every discussion without needing to switch among different group email accounts. Although ClientFlow shares similarities with traditional email clients, it significantly enhances collaborative capabilities with features designed to improve team discussions. Consequently, it becomes an essential resource for boosting both team productivity and client satisfaction. With its user-friendly interface and robust functionality, ClientFlow stands out as a valuable asset for any client-focused organization.
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