Soraban
Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
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Gravity Software
Multi-Entity Cloud Accounting Software for Growing Businesses
Gravity Software is an intuitive, cloud-based accounting solution built for small to mid-market companies that have outgrown entry-level systems like QuickBooks or legacy software like Sage 50.
Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems.
🎈 Manage multiple entities and locations in one system
🎈 Visualize performance with Power BI dashboards
🎈 Automate accounts payable and approval workflows
🎈 Eliminate silos with unified financial, sales & service data
🎈 Improve cash flow and decision-making with real-time insights
Trusted by businesses in real estate, family offices, healthcare, professional services, hospitality, and nonprofits, Gravity is designed to simplify complex accounting and help your organization grow smarter.
👉 Learn more or schedule a demo at gogravity.com
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EFACS E/8
EFACS E/8 provides a versatile and all-encompassing solution for businesses. This component-based Enterprise Resource Planning (ERP) software can be tailored to suit specific business requirements. Designed to address the challenges faced by contemporary manufacturing firms, EFACS E/8 serves as a comprehensive ERP system. It enables your organization, along with others in your network, to operate from a unified source of accurate, real-time information. Developed in-house at our Nottingham, UK headquarters since 1985, Exel is dedicated to a development-driven approach that ensures EFACS E/8 continues to fulfill client needs both now and in the future. Additionally, effective Customer Relationship Management (CRM) should encompass the ability to track and manage every interaction with both current and prospective customers. EFACS E/8 not only facilitates this capability but also features drill-through functions that allow users to access and query other areas of the system seamlessly, minimizing the necessity for extensive menu navigation. As a result, businesses can operate more efficiently and effectively.
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PORTOLAN EVM Accounting
In the field of accounting, many professionals find themselves hindered by obsolete practices, convoluted procedures, and a lack of integration with MS-Office, which detracts from their ability to concentrate on critical tasks. The challenge of overhauling established workflows and embracing new software can seem overwhelming and nearly unachievable. Designed specifically for IBM i technology, the EVM accounting system boasts seamlessly integrated modules such as financial accounting, asset management, and controlling. Our EVM Mobile solution enhances this system by providing real-time reporting, ensuring that you remain informed at every moment. Since its establishment in 1990, both Portolan and EVM have consistently adapted to the evolving needs of users, focusing on the implementation of only the most relevant modules. By streamlining your processes, the EVM accounting system not only facilitates efficiency but also enriches your decision-making with timely and accessible data. Ultimately, this commitment to innovation allows businesses to thrive in an increasingly competitive landscape.
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