Praxi Manage vs. Praxie Comparison


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Join the 1,200+ organizations already benefiting from smarter financial management with Martus. Achieve transparency, accountability, and efficiency- easily and affordably! 141 Ratings Visit Website FISPAN FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity. Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record. Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN. 5 Ratings Visit Website Kantata Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees. 2,261 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 6 Ratings Visit Website Canopy Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. 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Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. 945 Ratings Visit Website BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. 2,090 Ratings Visit Website Tai TMS Tai Software is a fully integrated Transportation Management System (TMS) built to meet the real needs of freight brokers. It efficiently manages Full Truckload (FTL), Less Than Truckload (LTL), and more, helping optimize operations, enhance carrier selection, win more business, and improve profitability. Tai connects with leading LTL carriers, load boards, tracking tools, and other platforms to centralize workflows and eliminate inefficiencies. Brokers and 3PLs rely on Tai to quote smarter, book faster, automate repetitive tasks, and gain real-time visibility into every shipment. All from one single screen. By embedding AI and machine learning into daily operations, Tai TMS helps teams focus on strategic growth, improve service, and adapt quickly in a shifting market. Empowering brokerages to do more with less, Tai turns complexity into clarity, so brokers can scale efficiently without sacrificing control. 167 Ratings Visit Website NaviPlan Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. Visit Website
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.	About Praxie is an AI-powered business automation platform designed to help organizations quickly build, deploy, and scale digital apps, workflows, and dashboards across every department. It offers full access to hundreds of customizable, ready-to-use applications that support functions such as Finance, HR, IT, Sales, Marketing, Operations, Supply Chain, Production, Quality, Safety, and executive leadership. Praxie enables users to select an app from its library or simply describe what they need to instantly generate tailored business solutions. The platform uses AI-driven insights to improve visibility, decision-making, and operational performance. Teams can manage audits, KPIs, project execution, compliance, onboarding, scheduling, and reporting within a single unified environment. Praxie supports proven frameworks including Lean, Six Sigma, DMAIC, Kaizen, OKRs, and continuous improvement methodologies.
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 Companies looking for a Financial Advisory Management system	Audience Praxie is ideal for mid-sized to enterprise organizations seeking to automate, standardize, and continuously improve business processes across multiple departments using AI-driven tools
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $50 per user, per month Free Version Free Trial	Pricing $25/month/user 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 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 Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Praxi Manage Founded: 2017 South Africa praximanage.com	Company Information Praxie Founded: 2018 United States praxie.com
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Categories Financial Management	Categories AI App Generators Artificial Intelligence Change Management Collaboration Innovation Manufacturing Manufacturing Execution Product Management Remote Work Standard Operating Procedure (SOP) Strategic Planning Vibe Coding
Show More Features Financial Management Features Budgeting & Forecasting Cash Management Consolidation / Roll-Up Currency Management Financial Reporting Investment Management Project Management Revenue Recognition Risk Management Tax Management	Show More Features Collaboration Features Brainstorming Calendar Management Chat / Messaging Contact Management Content Management Document Management Project Management Real Time Editing Task Management Version Control Video Conferencing Innovation Features Collaboration Discussion Threads Engagement Monitoring Evaluation Workflow Feedback Management Gamification Idea Ranking Ideation / Crowdsourcing Open Innovation Polls / Voting Trend Tracking Manufacturing Features Accounting Integration ERP Maintenance Management MES MRP Purchase Order Management Quality Management Quotes/Estimates Reporting/Analytics Safety Management Shipping Management Manufacturing Execution Features Document Management Forecasting Quality Control Quote Management Resource Management Supplier Management Supply Chain Management Traceability Product Management Features Collaboration Feedback Collection Idea Management Milestone Tracking Prioritization Product Roadmapping Release Management Requirements Management Resource Management Workflow Management Remote Work Features Collaboration Credential Management Electronic Signature Employee Monitoring Live Chat Meeting Management Project Management Remote Access Remote Support Screen Sharing Softphone Task Management Time Zone Tracking Video Chat Web Conferencing Strategic Planning Features Budgeting & Forecasting Dashboard Goal Setting / Tracking Idea Management KPIs Modeling & Simulation Roadmapping Scenario Planning Scorecards
Integrations Google Cloud Platform SAP ERP Salesforce XAML	Integrations Google Cloud Platform SAP ERP Salesforce XAML View All 4 Integrations
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