+
+
Visit Website

About

No more emailing. Easily drag and drop documents from your computer into our platform. Machine Learning algorithm learns transaction coding behavior of the invoice and memorizes historical patterns. Robust workflow to obtain approval or resolve exceptions. Scheduled payments using the integrated payment solution on the website or on the go with our mobile app. Easily communicate with your customers using our customer portal for quick payments and to resolve billing inquires. Enable quick customer billing using automated and recurring billing solutions. Improve your customer collections process with systematic billing and revenue tracking to reduce manual effort. Integrated payment collection that allows customers to send payments directly to you with the click of a button. Forecast your cash flow for the next one, three, or six months based on historical trends. Gauge current profitability to make more informed business decisions.

About

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

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

Companies interested in a no-code accounting platform

Audience

Accounting and tax firms looking for a solution to automate client onboarding and data workflows

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

No information available.
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cratoflow
Founded: 2019
United States
www.cratoflow.com

Company Information

Soraban
Founded: 2021
United States
www.soraban.com

Alternatives

Asseta

Asseta

Asseta.ai

Alternatives

Categories

Categories

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

Airtable
Authorize.Net
Drake Tax
Focus POS
HubSpot CRM
Microsoft Dynamics 365
Microsoft OneDrive
NetSuite
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Square POS
Stripe
Toast POS
UltraTax CS
WooCommerce
Xero
Zapier
Zoho CRM

Integrations

Airtable
Authorize.Net
Drake Tax
Focus POS
HubSpot CRM
Microsoft Dynamics 365
Microsoft OneDrive
NetSuite
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Square POS
Stripe
Toast POS
UltraTax CS
WooCommerce
Xero
Zapier
Zoho CRM
Claim Cratoflow and update features and information
Claim Cratoflow and update features and information