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About

Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available. • Transaction Management • Commission Automation • Accounting • Agent Management • Reporting and Analytics In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support: • Knowledgeable, Responsive Customer Service • Integration Marketplace and Open API • Structured Implementation • Detailed Product Documentation • Professional Services

About

A complete commissions expense management solution that ensures compliance with the latest ASC 606/IFRS 15 standards. Automate true-up changes due to any contract event, whether a contract adjustment, shift in employee status, or customer churn. Impairments are triggered automatically for any changes, including start dates or changes in the benefit period. Gain a holistic view of the complete lifecycle of your commission expenses with a library of pre-built and automated reports and dashboards, including amortization schedules, profitability statements, accounting model comparisons, and summary roll forward by group. Xactly CEA delivers a comprehensive, end-to-end solution to automate compliance with ASC 606, including both full and modified retrospective approaches. Seamlessly integrates with an organization’s existing infrastructure, including CRM, HRIS, CLM and CPQ systems. Xactly CEA manages any number of accounting books and interoperates with all downstream accounting ledgers.

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

Real estate brokers, owners, office managers, transaction coordinators

Audience

Complete commissions expense management solution for organizations

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

$5 to $60/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.4 / 5
design 4.4 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BoldTrail
United States
boldtrail.com/platform/

Company Information

Xactly Corp
Founded: 2005
United States
www.xactlycorp.com/products/commission-expense-accounting

Alternatives

TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Alternatives

Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Categories

Real Estate Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Integrations

Salesforce
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

Integrations

Salesforce
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
SurveyMonkey
TRIBUS
Updater
Xero
Zapier
Claim BoldTrail Back Office and update features and information
Claim BoldTrail Back Office and update features and information
Claim Xactly Commission Expense Accounting and update features and information
Claim Xactly Commission Expense Accounting and update features and information