Perfios

Perfios

Perfios Software Solutions
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About

We help financial institutions deal with a practically unlimited range of relevant (un-)structured data to automate customer onboarding, decisioning, risk pricing, and fulfilment. We extract, categorize and analyze this data from hundreds of financial institutions to help lenders automate data-driven risk and pricing decisions. Perfios is cash- and EBIDTA-positive since 2018 and has solid support from marquee investors such as Bessemer Venture Partners and Warburg Pincus. The Perfios data platform uses a combination of home-grown machine learning techniques to offer in-depth data analysis as per customer requirements and generate reports customized for each customer. We scaled from a few thousand transactions a month to millions per day, without any degradation of performance. Our engineers, their thinking styles, and their problem-solving approaches offer a professional experience not easily available in most companies.

About

Well automates and streamlines your finance operations workflow by capturing, structuring, and enriching financial documents and data from scattered sources. The platform lets you ingest invoices, receipts, payslips, statements, and other unstructured items via email, cloud storage, browser portals, and more, then converts them into clean, searchable records. It enriches data, filling missing fields, detecting duplicates or anomalies, and reducing error risk by up to 99%. With a built-in “financial vault”, Well unifies your payments, bookkeeping, and ERP systems so you can ask natural-language questions and instantly receive relevant charts and insights. You can also build workflows and pipelines (in minutes) to trigger actions based on document events, plus export to multiple formats (JSON, CSV, XML, UBL) and integrate with existing tools with minimal setup.

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

Financial institutions searching for a software solution to optimize their decisioning and analysis processes

Audience

Founders, finance-leads, and small-to-mid-sized business teams needing a tool to automate invoice/receipt retrieval, unify financial data and gain real-time insights

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

Free
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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Perfios Software Solutions
Founded: 2008
India
www.perfios.com

Company Information

Well
United States
wellapp.ai/

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
MX.3

MX.3

Murex

Categories

Categories

Integrations

Amazon
Asana
Box
Cegid HR
Databricks
Figma
Google Chrome
Google Drive
Loom
Microsoft 365
Microsoft Outlook
Notion
Qonto
QuickBooks Online
SAP Cloud Platform
Shopify
Slack
XML
Xero
Zendesk

Integrations

Amazon
Asana
Box
Cegid HR
Databricks
Figma
Google Chrome
Google Drive
Loom
Microsoft 365
Microsoft Outlook
Notion
Qonto
QuickBooks Online
SAP Cloud Platform
Shopify
Slack
XML
Xero
Zendesk
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Claim Perfios and update features and information
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