ByAllAccounts

ByAllAccounts

Morningstar
+
+

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About

ByAllAccounts transforms financial data into insight through account aggregation. We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. We standardize aggregated data into a single, consistent model based on industry standards and Morningstar’s proprietary identifiers, transforming disparate data into its most usable form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. We use our patented process to make sense of insufficient data sources and to bridge gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators.

About

AI-native accounting software — that does it for you! Trusted by thousands of startups, small businesses, and accounting firms. Digits is the first comprehensive end-to-end accounting platform designed for the AI era. Our cutting-edge Autonomous General Ledger (AGL) handles the tedious financial tasks, freeing you to concentrate on what truly matters: expanding your business. With training on over $825 billion in transactions, Digits delivers instant understanding and accurate categorization of your financial data. Financials provide real-time insights into your revenue, burn rate, cash flow, and other crucial trends, ensuring you stay informed and agile. Additionally, our integrated Invoicing and Bill Pay features keep all your financial operations seamlessly synchronized without the need for manual reconciliation or cumbersome integrations. Experience the future of accounting—try Digits for free today 👉

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

Investment firms, financial services and fund managers that need to provide visibility into clients’ holdings, spending habits, and cash flows

Audience

Startups, Small businesses, and Accounting firms.

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

No information available.
Free Version
Free Trial

Pricing

$100/month
Free Version
Free Trial

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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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Morningstar
Founded: 1984
United States
www.morningstar.com

Company Information

Digits
Founded: 2018
United States
digits.com

Alternatives

Alternatives

Quanta

Quanta

Qanta

Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

Apiax
Brivo
Co-Pilot
Gusto
Mercury
MoneyGuide
Plaid
ProTracker Advantage
QuickBooks Online
Ramp
Rippling
Stripe
Teamstack
Visual KPI

Integrations

Apiax
Brivo
Co-Pilot
Gusto
Mercury
MoneyGuide
Plaid
ProTracker Advantage
QuickBooks Online
Ramp
Rippling
Stripe
Teamstack
Visual KPI
Claim ByAllAccounts and update features and information
Claim ByAllAccounts and update features and information
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Claim Digits and update features and information