PreciseFP

PreciseFP

Spectrum Input
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About

Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents.

About

Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses and enterprises looking for a solution to simplify the cooperation between SMEs and trust companies

Audience

Companies searching for a solution to collect client financial data

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$60 per month
Free Version Not Supported
Free Trial Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Accounto
Switzerland
accounto.ch/en/

Company Information

Spectrum Input
Poland
precisefp.com

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Categories

Accounting Supported

Categories

Forms Automation Supported

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Not Supported
Text Editing Not Supported
Version Control Supported

Integrations

Chief Not Supported
FP Alpha Not Supported
MoneyGuide Not Supported
Motileo Not Supported
SmartOffice Not Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Chief Supported
FP Alpha Supported
MoneyGuide Supported
Motileo Supported
SmartOffice Supported
Wufoo Supported
Zapier Supported
Claim Accounto and update features and information
Claim Accounto and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information