Endowment Manager

Endowment Manager

Endowment Solutions
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About

Endowment Manager™ software is a complete information management tool designed to help you and your entire endowment management team to maximize your endowment. Endowment Manager™ functions as a specialized, fully auditable subsidiary ledger, uniquely designed for managing information related to endowment and other restricted accounts. It is interfaced via auditable batch transactions with any of your current: general ledger, accounts payable, grant management, or fundraising systems, and will accept data from your custodian or investment management firms directly. Manage the unitization of one or more investment pools with varying distribution rules for shares, income, gains, and spending. Easily map to your existing chart of accounts and adapt to any account structures planned in the future. Complete, detailed compliance information for controlling and tracking fund account restrictions and expenditures.

About

Expensya is a solution that transforms spend management. Expensya users can manage and process any type of expense: online purchases, general costs, expense reports, remote work, Per Diems, mileage expenses, and more. Thanks to its across-the-board features and expertise, Expensya currently supports more than 5000 companies and provides a comprehensive solution to its users, for flawless end-to-end management of all business spends. Expensya also integrates with your bank cards, your HR system, your ERP, your accounting system, and your Travel manager. Expensya automates every step of the process, saving time and increasing your team's productivity Our vision is to give the most complete, intuitive, and scalable solution.

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

Organizations seeking a tool to allocate and reconcile investment earnings and spending to endowment

Audience

Businesses of all sizes

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

$5.91/month/user (annually)
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 4.8 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.5 / 5
support 4.8 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Endowment Solutions
United States
www.endowmentsolutions.com/wp/endowment-manager/

Company Information

Expensya
Founded: 2015
France
www.expensya.com

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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

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Bookkeeping Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Expense Report Features

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Spend Management Features

Approval Workflow
Budgeting / Forecasting
Expense Tracking
Multi-Currency
Prepaid Cards
Procurement Management
Receipt Management
Spend Analysis
Spend Control
Supplier Management

Integrations

Amex GBT Egencia
Axis LMS
Cegid Retail
DATEV
Divalto infinity
Hosted FTP
JD Edwards EnterpriseOne
LoopVOC
Microsoft Excel
Nekton.ai
Oracle PeopleSoft
Perk
QuickBooks Online
QuickBooks Online Advanced
Sage 100
Sage Intacct
Sage X3
Workday Financial Management

Integrations

Amex GBT Egencia
Axis LMS
Cegid Retail
DATEV
Divalto infinity
Hosted FTP
JD Edwards EnterpriseOne
LoopVOC
Microsoft Excel
Nekton.ai
Oracle PeopleSoft
Perk
QuickBooks Online
QuickBooks Online Advanced
Sage 100
Sage Intacct
Sage X3
Workday Financial Management
Claim Endowment Manager and update features and information
Claim Endowment Manager and update features and information
Claim Expensya and update features and information
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