AptaFund

AptaFund

Harris School Solutions
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About

AptaBook gives appointment-based businesses an AI receptionist that picks up every phone call, website chat and email, day or night. It follows your own intake questions, qualifies the lead, and books the appointment straight into Google Calendar or Outlook using live availability, so callers leave with a confirmed time instead of a voicemail. You train one agent on your website and documents, and it handles calls on a dedicated US or Canadian number, a branded chat widget, WhatsApp and email. Staff can take over any conversation with transfer rules, and every plan includes call recordings, summaries and reminders. AptaBook speaks 20+ languages, is HIPAA compliant, and connects with HubSpot, Zoho CRM, Jobber, Mindbody, Zapier, Google Meet, Gmail and Microsoft Teams. Setup takes under 10 minutes. Plans start at $49 per month with a 15-day free trial and no credit card.

About

Each employee can configure their own dashboard experience in whatever way is most intuitive and helps them get their work done faster and more comfortably, including viewing your own custom reports to start your day. You and your whole team can get your work done conveniently, in real-time, from anywhere with an internet connection. Empower your employees to handle their own documents and requests through the Employee Self-Service portal so that you can focus your time on your core tasks. Every bit of data in AptaFund is protected by advanced security measures, from read-only access for board members and auditors to granular safeguards customizable down to the individual employee. One of the most raved about tools in AptaFund is the eCommerce system for purchase requisitions, with punch-out access to hundreds of vendor websites, including Amazon, and a 100% electronic approval process

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

Audience

Small service businesses such as clinics, dental practices, law firms, home services, salons and spas, and real estate and insurance agents

Audience

Schools looking for an online fund accounting and business management software

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$49/month
Solo $49/month, Starter $99/month, Professional $149/month, Enterprise custom quote. Billed month-to-month with no overage charges. 15-day free trial, no credit card required. No free plan.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

AptaBook
Founded: 2024
United States
aptabook.com

Company Information

Harris School Solutions
Founded: 1976
United States
harrisschoolsolutions.com/products/aptafund/

Alternatives

Alternatives

sedApta

sedApta

sedApta Group
Cedri

Cedri

Cedri Inc.
AAWeb

AAWeb

Harris School Solutions
BarbrFlow

BarbrFlow

Core Haven Labs
VeraDial

VeraDial

VeraDial Inc.

Categories

Categories

School Accounting Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Not Supported
Group Scheduling Not Supported
Mobile Access Not Supported
Multi-Location Not Supported
Online Booking Supported
Online Payments Not Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

School Accounting Features

Accounts Payable Supported
Attendance Management Not Supported
Billing & Invoicing Not Supported
Budgeting & Forecasting Supported
Class Loading Not Supported
Fixed Asset Management Not Supported
For Private Schools Not Supported
Fund Accounting Not Supported
General Ledger Supported
K-12 Supported
Payroll Management Supported
Purchasing Supported

Integrations

Gmail Supported
Google Calendar Supported
Microsoft 365 Supported
Microsoft Outlook Supported

Integrations

Gmail Not Supported
Google Calendar Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
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