+
+

Related Products

  • Xero
    6,132 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Soraban
    8 Ratings
    Visit Website
  • Monk
    8 Ratings
    Visit Website
  • gtechna
    19 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • IONOS Cloud Object Storage
    45,199 Ratings
    Visit Website
  • Runpod
    230 Ratings
    Visit Website
  • Datasite Diligence Virtual Data Room
    715 Ratings
    Visit Website

About

Power your investment operations with real-time data immediately and seamlessly integrated across all workflows. Unburden yourself of obsolete technology while shaping the future of investment accounting. Delight your clients with unparalleled speed, innovation, and digital experiences. Embrace new regulations, ensure oversight, and easily incorporate new asset classes – including crypto – with ease. Scale for the future, improve operational efficiency and dramatically reduce costs. Complete with general ledgers and NAV values in addition to portfolio holdings and cash. Designed to handle near limitless volumes of data without the common constraints of relational databases. Cloud-native, big-data database and distributed architecture enables near real-time business continuity and disaster recovery.

About

uiAgent is an AI-driven automation platform built specifically for accounting teams and firms that embeds an intelligent agent called Ava directly into existing accounting tools and workflows to automate repetitive, detail-oriented tasks with high accuracy. Instead of forcing teams to migrate systems or learn new software, Ava works within current ledgers, file systems, and processes to extract data, reconcile accounts, match transactions, flag anomalies, accelerate the month-end close cycle,s and produce audit-ready documentation while maintaining a complete trail of actions. It turns complex accounting queries into conversational interactions so users can ask questions about financial data and receive real-time insights without sifting through spreadsheets manually. It seamlessly integrates with both modern and legacy systems, enabling data extraction and automation across bank reconciliations, journal entry creation, fraud detection, and other core workflows.

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

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

Audience

Businesses wanting an all-in-one investment accounting solution that helps control and digital workflows

Audience

Accounting teams and CPA firms that need AI-powered automation to reduce manual workload, improve accuracy, and accelerate financial close and audit processes

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

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

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

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

Training

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

Training

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

Company Information

FundGuard
Founded: 2018
United States
www.fundguard.com

Company Information

uiAgent
Founded: 2024
United States
uiagent.co

Alternatives

Alternatives

Endowment Manager

Endowment Manager

Endowment Solutions

Categories

AI Accounting Supported
Fund Accounting Supported

Categories

AI Accounting Supported

Integrations

No info available.

Integrations

No info available.
Claim FundGuard and update features and information
Claim FundGuard and update features and information
Claim uiAgent and update features and information
Claim uiAgent and update features and information