Fundy

Fundy

Exquance Software
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About

Circit is a centralized audit evidence collection and confirmations platform that helps audit and accounting firms, along with their clients and evidence providers, streamline, automate, and secure key parts of the audit process. It automates the creation and processing of audit confirmation requests, including bank, legal, and fund confirmations, directly from source systems, saving significant time and reducing manual work while improving data accuracy and audit quality. It connects auditors to banks, law firms, fund administrators, custodians, and other third-party providers globally, offering real-time access to verified transaction-level data, a complete audit trail, and collaboration tools that let teams and clients communicate and resolve queries in context without relying on email.

About

A powerful, web-based platform for property and private equity fund managers, Fundy simplifies complex fund operations in a secure, audited environment. Key Features: Automated Workflows: Capital calls, distributions, and fund fee calculations Investor & Portfolio Tracking: Manage transactions and monitor performance Real-Time Payment Status: Integrated with banking and accounting systems Seamless Reporting: Export Excel reports with embedded formulas Enterprise-Grade Security: SSO, audit trails, and multi-user confirmations Trusted by investment professionals to reduce risk, save time, and improve fund oversight. Request a free demo to see Fundy in action.

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

Audit and accounting firms wanting to automate confirmations, verify assets and transactions at source, and improve audit efficiency and quality

Audience

Fund Manager, Investment Analyst, Chief Financial Officer, Finance Manager, Operations Manager, Investor Relations Manager, Auditor, Compliance Officer, Fund Analyst, and Fund Accountant

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

Fundy provides flexible pricing plans that are customised to meet the needs of both small businesses and large enterprises. A free trial period is offered, enabling potential customers to evaluate the features and functionality of the service prior to committing to a subscription.
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

Circit
Founded: 2017
Ireland
www.circit.io

Company Information

Exquance Software
Founded: 2012
Finland
www.exquance.com/products/fundy

Alternatives

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Backstop

Backstop

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Categories

Categories

Integrations

Finago Procountor
ModelTree

Integrations

Finago Procountor
ModelTree
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