Portfolio Genius

Portfolio Genius

TPG Software
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+

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About

EasyInterest was designed to help business owners get paid on time. Manually calculating and applying interest to overdue accounts is tedious and time-consuming, but with EasyInterest, you’ll be done in under 15 minutes. This powerful and flexible tool is everything a small business needs to manage late payments efficiently. It syncs in real-time with Xero Accounting and Sage Cloud Accounting South Africa, allowing you to calculate and apply interest when it suits you. You can set custom interest rates, apply charges in bulk, and easily reverse previously applied interest, all in just a few clicks.

About

Accuracy in accrual, accretion and amortization in conformity with the current Generally Accepted Accounting Principles (GAAP) for concessions on debt, fees, premiums, discounts and accrued interest (calculated using various day count methods, and the International Financial Reporting Standards (IFRS). Accuracy in the maintenance, tracking and projection of the financial terms of fixed-income securities as related to principal and interest payments, coupon rates, rate resets, call dates, MBS and CMO factors, CPRs and PSAs, and maturities. You can base interest rates on a mathematical formula with embedded index, caps, floors, etc. Automated back office functions such as: automated data entry, maintenance, business calendar maintenance, principal and interest payment calculations, and reconciliation.

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

EasyInterest is designed for small business owners and accountants who want a fast, flexible, and easy-to-use tool to automate interest calculation and management on overdue accounts

Audience

Financial Risk Management platform for financial institutions

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

No images available

Screenshots and Videos

Pricing

$11/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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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Pros & Cons from Real Users

Pros

  • The system is simple and easy to set up. It takes less than 5 minutes from signup to applying interest to overdue accounts. It fully integrates with Xero which means the entire process is automated.

Cons

  • There are some features that would be nice to have, but they do not detract from the main point of using the product.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EasyInterest
Founded: 2022
South Africa
www.easyinterest.co.za/

Company Information

TPG Software
Founded: 1991
United States
www.tpgsoftware.com

Alternatives

TaxInterest

TaxInterest

TimeValue Software

Alternatives

Synergen

Synergen

Synergen Technologies
Amortization Pro

Amortization Pro

Power Of Interest

Categories

Categories

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

8am CPACharge
Sage Accounting
Xero

Integrations

8am CPACharge
Sage Accounting
Xero
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Claim EasyInterest and update features and information
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