Bank Rec vs. CashTrax Comparison


Bank Rec Treasury Software	CashTrax	+	+
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Founded in 2016 and headquartered in New York City, Order.co has raised $70M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. 228 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. 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All major e-commerce platforms are supported. When a customer is ready to place their order, the AgeChecker.Net popup will appear and explain the verification process and why it is required. 3 Ratings Visit Website
About Bank Rec™ takes the pain out of reconciling your bank accounts. Quickly and easily (and dare we say fun?) reconcile your bank accounts. Free your staff from time-consuming 'ticking and tying'. Matched records are tagged with an 'audit trail number', so you can easily research and report. Unmatched records are 'rolled forward' to each subsequent period until matched. Run a reconciliation report, even if you're out of balance (we'll recommend a journal entry). Additional reports are available in our bank reconciliation report library. Enables them to turn what may have been a 'one-person' job into a documented process that allows for consistency and personnel/operational backup. Easily works with any file saved in Excel/CSV/BAI from their bank or accounting package. The matching rules used can be ours or you can create your own bank reconciliation matching rules. Exception reports tell you why items didn't match, saving time in research and enabling you to focus on high exposure items.	About A fully automated reconciliation solution that will automate and standardize your account reconciliation process to generate real-time and accurate financial statements. Summarized view of real-time data, reconciliations with relevant statuses, breaks by age, interfaces, notifications and reminders. Customer-specific templates, matching rules, files interfaces and effective break management for performing automated reconciliations. Effectively manage reconciliation process between custodian accounts and internal accounting systems, funds and legal entities. Leaders can continuously monitor and evaluate performance to drive further process optimization by leveraging a combination of data. Process standardization, embedded internal controls, real-time reporting and dashboards, accounting and finance.
Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not 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 Companies and professionals in search of a solution to streamline their legacy reconciliation processes	Audience Businesses seeking for a loan servicing 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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $199.95 per month 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 Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Treasury Software United States www.treasurysoftware.com/bank-reconciliation/bank-reconciliation.aspx	Company Information CashTrax United States www.cashtrax.net/index.html
Alternatives QX QuickReco QX Global	Alternatives Cointab Reconciliation Cointab
ReconXpert Sydel Corporation	Reconcilio
Aurum	Aurum
AutoReconcile	T-Recs Trintech
BankCube Bank Cubes View All	Accountflow View All
Categories Reconciliation Supported	Categories Loan Servicing Supported Monitoring and Evaluation (M&E) Supported Reconciliation Supported
	Show More Features Loan Servicing Features Accounting Management Not Supported Amortization Schedule Not Supported Application Management Not Supported Auto Loans Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Not Supported Collections Management Not Supported Compliance Management Not Supported Construction Loans Supported Customer Database Not Supported Fee Management Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported
Integrations Microsoft 365 Supported Microsoft Excel Supported Microsoft Outlook Supported View All 3 Integrations	Integrations Microsoft 365 Not Supported Microsoft Excel Not Supported Microsoft Outlook Not Supported
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