AtlasFive

AtlasFive

Eton Solutions
CashManager

CashManager

Accomplish
+
+

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About

AtlasFive is a cloud-native, AI-enhanced wealth management platform that unifies entity management, portfolio oversight, general ledger and fund accounting, transaction processing, document storage, trust and partnership accounting, cashflow forecasting, and client reporting into a single ecosystem. By integrating secure, private EtonAI technology, it automates tasks across 270+ workflows, extracting data from 250+ document types, automating bank reconciliations, trust distributions, tax ledger entries, cash-management payments, and investment allocations. It delivers dynamic insights, semantic document search, AI-powered performance dashboards, risk alerts, and natural-language queries, all within a governed, explainable, ISO‑certified AI framework. Built on resilient, serverless architecture with real-time backups, high availability, audit trails, role-based access, and SOC‑monitored cybersecurity.

About

Run your business your way. CashManager has both desktop and online versions available so you can run your business at your convenience. Choose CashManager Lite, Plus, or anywhere in between. You choose how you manage your accounting, so you are only paying for what you need. Import and categorise your statements with ease. When used with our automated bank feed, balancing the books has never been easier or more accurate. Always know how your business is performing with smart budgets and reports. Keeping on top of your cashflow has never been so easy! Easy to learn and quick to use! Improve your cashflow with smart invoicing that works for your business. Take complete control of your finances from your own computer, even without the internet.

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

Family offices and requiring a tool to automate accounting, trust and fund workflows, streamline reporting, and gain intelligent insights across complex asset and entity structures

Audience

Businesses in need of an online accounting software

Support

Phone Support Supported
24/7 Live Support Not 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 Not Supported

Pricing

$500 one-time payment
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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Eton Solutions
Founded: 2015
United States
eton-solutions.com/solutions/atlasfive/

Company Information

Accomplish
Founded: 1998
United States
us.accomplishglobal.com

Alternatives

Alternatives

AtlasFive

AtlasFive

Eton Solutions

Categories

Family Office Supported

Categories

Accounting Supported
Medical Accounting Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Integrations

CloudPayroll Not Supported
SmoothPay Not Supported
iPayroll Not Supported

Integrations

CloudPayroll Supported
SmoothPay Supported
iPayroll Supported
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