Praxi ManagePraxi Manage
|
||||||
Related Products
|
||||||
About
Accounting. Billing. Banking. SaaS & Ecommerce. Together in one solution. For Accountants, Lenders & Acquirers. FirstOfficer is the original reporting tool for startups. Now all those battle-tested integrations, tools, and benchmarks are yours. Effortlessly onboard your Clients, Prospects or Portfolio Companies. A green circle with green checkmark in the center Configurable Onboarding: Setup an onboarding the way you want to share with your clients. A green circle with a green checkmark in the center White Label Experience: Match the onboarding experience to your brand. Are you trying to decide if you should just build the integrations you need? Trust us when we say you're going to encounter THOUSANDS of edge cases, especially with Subscription billing. And the maintenance will never end. FirstOfficer is the original reporting tool for startups. Now all those battle-tested integrations, tools, and benchmarks are yours.
|
About
Praxi is a fully-fledged Financial Advisory system that handles all aspects of your brokerage. Praxi includes a full Client Relations Management system, helping you keep track of your client base as you grow. Task and action workflow management, tracking and assessment. Praxi helps you take care of your compliance issues. Always available - Store all your documents online in our secure environment. Use our needs analysis to quickly help you assess your client's insurance and investement needs and risks. Need help? Simple! Reach out to your agent or log a support request and we'll respond within 24 hours! While the entire Praxi Manage solution is awesome, and contains much more than you'll see here, we wanted to showcase just a few items from our solution. Did you know that the setup of your account simply uses a wizard to get you going in less than 4 minutes? We can even import your existing data from most systems.
|
|||||
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
Accountants, lenders and acquirers seeking an onboard and reporting solution for SMB financial data
|
Audience
Companies looking for a Financial Advisory Management system
|
|||||
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
$199 per month
Free Version
Free Trial
|
Pricing
$50 per user, per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationFirstOfficer
Founded: 2014
Finland
www.firstofficer.io
|
Company InformationPraxi Manage
Founded: 2017
South Africa
praximanage.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
|
||||||
Integrations
App Store
FreeAgent
FreshBooks
PayPal
Plaid
ProfitWell
QuickBooks Online
QuickBooks Online Advanced
Recurly
Sage Accounting
|
Integrations
App Store
FreeAgent
FreshBooks
PayPal
Plaid
ProfitWell
QuickBooks Online
QuickBooks Online Advanced
Recurly
Sage Accounting
|
|||||
|
|
|