Endowment Manager

Endowment Manager

Endowment Solutions
IDOS

IDOS

Digital CFO - IDOS
5.0 out of 5 stars
Endowment Manager IDOS

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Endowment Manager:

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.
IDOS:

About

Digital CFO is an automated accounting, financial management & reporting software ERP, that is agnostic to sector and size of business. IDOS enables real-time and accurate transaction processing and ensures that the data processed is available in real-time for every upstream reporting & analytics activity. IDOS is used by businesses of all sizes including micro and small businesses as well as large multi national organisations with multiple branches and business segments. IDOS even powers the accounting & CFO services of two of the Big 4 Global Accounting & Audit firms, which use IDOS to provide accounting, financial management & reporting services to their end customers. One of the unique capability of IDOS is its ability to help the business to engage with the eco-system in which it functions. IDOS has in-built digital portal which can be accessed by customers, vendors, bankers of the business to transact and engage with the business in realtime. Contact us to know more.
Endowment Manager:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
IDOS:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Endowment Manager:

Audience

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

Audience

SME, Accounting & audit firms, Banks, trading businesses, manufacturing companies, Hospital chains
Endowment Manager:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
IDOS:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Endowment Manager:

API

Offers API Not Supported
IDOS:

API

Offers API Supported
Endowment Manager:

Screenshots and Videos

IDOS:

Screenshots and Videos

Endowment Manager:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
IDOS:

Pricing

$5.00/month
Per User Per Month on subscription model.

Module wise pricing for large Enterprises.
Free Version Not Supported
Free Trial Supported
Endowment Manager:

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:

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IDOS:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5
IDOS:

Pros & Cons from Real Users

Pros

  • Idos Software can be used by anyone with out any accounting / Technical knowledge. More Automated system so reduces the human efforts and more importantly eliminate the human errors. Migrated to Regional tax compliances so this ease our tax computations.

Cons

  • As of now, I didn't find many bad things to say about IDOS.
Endowment Manager:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
IDOS:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Endowment Manager:

Company Information

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

Company Information

Digital CFO - IDOS
Founded: 2014
India
www.myidos.com
Endowment Manager:

Alternatives

IDOS:

Alternatives

Sage Intacct

Sage Intacct

4.3 out of 5 stars
Endowment Manager:
Sage Intacct

Sage Intacct

4.3 out of 5 stars
IDOS:
Xero

Xero

4.4 out of 5 stars
Endowment Manager:
Agilon One

Agilon One

Agilon
IDOS:
QuickBooks Online

QuickBooks Online

Intuit
4.4 out of 5 stars
Endowment Manager:
IDOS:
Endowment Manager:
Xero

Xero

4.4 out of 5 stars
IDOS:
Endowment Manager:

Categories

Accounting Supported
Fund Accounting Supported
General Ledger Supported
Nonprofit Supported
IDOS:

Categories

Accounting Supported
Accounts Payable Supported
Bookkeeping Supported
Budgeting Supported
Church Accounting Supported
Compliance Supported
Corporate Tax Supported
Expense Report Supported
General Ledger Supported
Loan Origination Supported
Loan Servicing Supported
Sales Tax Supported
Tax Compliance Supported
Endowment Manager:

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Not Supported

Financial Management Features

Budgeting & Forecasting Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Not Supported
Revenue Recognition Not Supported
Risk Management Not Supported
Tax Management Not Supported

Fund Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Activity Tracking Not Supported
Asset Management Not Supported
Bank Reconciliation Not Supported
Budgeting & Forecasting Not Supported
Compliance Management Not Supported
Donor Management Not Supported
General Ledger Supported
Partnership Accounting Not Supported
Purchasing & Receiving Not Supported

Nonprofit Features

Accounting Supported
Committee Management Not Supported
Donor Management Not Supported
Dues Management Not Supported
Event Management Not Supported
Fundraising Management Not Supported
Member Database Not Supported
Membership Management Not Supported
Social Media Management Not Supported
Volunteer Management Not Supported
IDOS:

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Supported
Revenue Recognition Not Supported
Risk Management Supported
Tax Management Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Not Supported
Duplicate Payment Alert Supported
Fraud Detection Not Supported
General Ledger Entry Supported
Vendor Management Supported

Accounts Receivable Features

ACH Payment Processing Not Supported
Billing & Invoicing Supported
Check Processing Not Supported
Collections Management Supported
Online Payment Processing Supported
Overpayment Processing Not Supported
Partial Payments Supported
Receivables Ledger Supported
Recurring Billing Supported

Auto Dealer Accounting Features

Buy-Here-Pay-Here Supported
Collections Management Supported
Expense Management Supported
Financing Management Not Supported
Inventory Management Supported
Lease-Here-Pay-Here Not Supported
Parts Management Supported
Payroll Management Supported
Recurring Billing Not Supported
Sales Management Supported
Sales Tax Management Supported
Service Department Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Not Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Bookkeeping Features

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

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Not Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Supported

Church Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Asset Management Not Supported
Bank Reconciliation Not Supported
Budgeting & Forecasting Supported
Donation Management Supported
Fund Accounting Not Supported
General Ledger Supported
Payroll Management Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Supported

Expense Report Features

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Spend Control Supported
Time Tracking Not Supported
Workflow Management Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Not Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Not Supported
Customer Database Not Supported
Digital Signature Not Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Supported
Amortization Schedule Not Supported
Application Management Supported
Auto Loans Not Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Not Supported
Collections Management Supported
Compliance Management Not Supported
Construction Loans Not Supported
Customer Database Supported
Fee Management Not Supported
Investor Management Not Supported
Loan Processing Not Supported
Student Loans Not Supported
Endowment Manager:

Integrations

Microsoft 365 Not Supported
Microsoft Excel Not Supported
Oracle Fusion Cloud ERP Not Supported
SAP Ariba Supply Chain Collaboration Not Supported
SAP ERP Not Supported
TallyPrime Not Supported
IDOS:

Integrations

Microsoft 365 Supported
Microsoft Excel Supported
Oracle Fusion Cloud ERP Supported
SAP Ariba Supply Chain Collaboration Supported
SAP ERP Supported
TallyPrime Supported
Endowment Manager:
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Claim Endowment Manager and update features and information
IDOS:
Claim IDOS and update features and information
Claim IDOS and update features and information