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About

Replace 8+ different software with powerful workflow management, client tracking, and automation tools. Atlas automatically updates your calendar events and generates workflow tasks from incoming client requests. Atlas Chat executes task creation and event scheduling requests while enabling instant client access. Ask Atlas anything. Organize all client data with profiles, which display recent interactions, stored documents and notes, and Atlas insights. Atlas drafts replies for all incoming emails, composes emails upon request and updates your workspace from email content. Explore productivity data and time allocations with detailed insights. Analyze your most valuable clients, hardest working employees, and personal productivity.

About

The most powerful digitization and categorization tool on the market, processing a wide range of digital, scanned or printed document types, submit documents in any file type and form. With hundreds of available integrations, you stay hands-off on data entry, manual verification or account code tagging. A tool to manage import and export at the same time, stay in control with automatic approvals and notifications. Trigger approvals based on events at your convenience. Send approvals to team members, clients, or stakeholders at once. Remove friction with multi-layered approvals and your most convenient format: email, mobile app or in app. Get a real-time view of your finances every time you check your preferred tools and eliminate human error from your reporting.

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

Companies looking for an AI-powered workspace solution that automates everyday tasks and streamlines firm workflow

Audience

Accounting, Finance, Procurement, Logistics, HR

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

$99 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

AccoAI
Founded: 2023
United States
www.accoai.com

Company Information

fileAI
Singapore
www.file.ai/

Alternatives

TPS Practice Management

TPS Practice Management

TPS Time & Billing Software

Alternatives

Basil

Basil

CoralTree

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

Amazon Redshift
DinePlan
Fiserv
Gmail
Google Docs
Google Drive
Google Sheets
Lavu
Lightspeed Retail
Loyverse POS
Microsoft Excel
Microsoft Outlook
Mosaic
QuickBooks Online
Roubler
SAP Cloud Platform
StoreHub
Tableau
WESS
Xero

Integrations

Amazon Redshift
DinePlan
Fiserv
Gmail
Google Docs
Google Drive
Google Sheets
Lavu
Lightspeed Retail
Loyverse POS
Microsoft Excel
Microsoft Outlook
Mosaic
QuickBooks Online
Roubler
SAP Cloud Platform
StoreHub
Tableau
WESS
Xero
Claim AccoAI and update features and information
Claim AccoAI and update features and information
Claim fileAI and update features and information
Claim fileAI and update features and information