Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows.
The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance.
Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.
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Premier Construction Software
Premier Construction Software is a global, AI-powered construction ERP that helps growing general contractors control job costs, cash flow, and risk across every project in one easy-to-use cloud platform.
Replace disconnected accounting, project management, and field tools with a single source of truth for WIP, change orders, and forecasting, so your team can shorten billing cycles and keep margins on track.
How we're different:
• Built for general contractors, owners, and land developers managing multi-project, multi-entity portfolios.
• Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L.
• Project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule.
• Automated billing, approvals, and payroll to reduce manual entry and speed up collections.
• Unlimited entities, consolidated reporting, and role-based dashboards.
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Copia
Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.
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