Access Abacus

Access Abacus

The Access Group
Sumac

Sumac

Societ
+
+

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About

Access Abacus is an integrated social care finance software solution developed for local government and social care organizations that centralizes and automates key financial processes related to social care delivery; it provides user-friendly workflows and financial reporting, automates invoice processing, billing, provider payments, credit control and debt management, and supports paperless payments and real-time activity monitoring so teams always see up-to-date information and can respond quickly to changes. It is designed to integrate seamlessly with social care case management platforms (e.g., Mosaic) and corporate ledger systems to create one connected financial case management environment, reducing manual administration by a significant percentage and enabling cost savings while freeing staff to focus on direct care. Abacus also includes features that help organizations stay ahead of legislative changes and compliance needs.

About

Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Local authorities’ finance and social care teams wanting a tool to automate billing, payments, and financial workflows while integrating with case management systems so they can reduce administrative burden and improve efficiency

Audience

Nonprofits & Charities

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$109 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

The Access Group
Founded: 1991
United Kingdom
www.theaccessgroup.com/en-gb/products/abacus/

Company Information

Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/

Alternatives

Access Mosaic

Access Mosaic

The Access Group

Alternatives

NewOrg

NewOrg

NewOrg Management System
QUALO

QUALO

Advanced Metrics
CHARMS

CHARMS

Social Care Network Solutions Limited
GiveLife365

GiveLife365

Alphavima Technologies Inc
Foothold

Foothold

Foothold Technology
Collaborate

Collaborate

Network Ninja

Categories

Categories

Social Work Case Management Features

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services Features

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Membership Management Features

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Access Mosaic
Amazon Web Services (AWS)
CareLineLive
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Integrations

Access Mosaic
Amazon Web Services (AWS)
CareLineLive
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Claim Access Abacus and update features and information
Claim Access Abacus and update features and information
Claim Sumac and update features and information
Claim Sumac and update features and information