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About

A fully automated reconciliation solution that will automate and standardize your account reconciliation process to generate real-time and accurate financial statements. Summarized view of real-time data, reconciliations with relevant statuses, breaks by age, interfaces, notifications and reminders. Customer-specific templates, matching rules, files interfaces and effective break management for performing automated reconciliations. Effectively manage reconciliation process between custodian accounts and internal accounting systems, funds and legal entities. Leaders can continuously monitor and evaluate performance to drive further process optimization by leveraging a combination of data. Process standardization, embedded internal controls, real-time reporting and dashboards, accounting and finance.

About

The Social Collective’s software solutions aim to maximize the sustainable impact of the world’s ESG investments. By providing structure and process for Monitoring and Evaluation (Impact Reporting), our clients are able to continually quantify the impact and sustainability of their programs. Our cloud-based solutions assist organizations in understanding and improving the efficiency of their impact investing. Keeping track of applications, implementation, and reporting in relation to funding or donations while ensuring the correct supporting documentation is updated. All via an easy-to-use and supported online portal. We provide a secure online portal, with data verification controls in place. Your data is kept safe with our solutions and can be clearly compared to tell your impact story. Solutions to track all program types. If your data needs to show impact, we are the solution.

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

Businesses seeking for a loan servicing software

Audience

Companies searching for a digital monitoring and evaluation software specializing in sustainable impact

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

No information available.
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:

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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

CashTrax
United States
www.cashtrax.net/index.html

Company Information

The Social Collective
Founded: 2014
South Africa
thesocialcollective.co

Alternatives

Alternatives

M&E Plus

M&E Plus

K&A Plus
CommCare

CommCare

Dimagi
M&E Online

M&E Online

United Business Solutions

Categories

Categories

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

ESG Features

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Integrations

No info available.

Integrations

No info available.
Claim CashTrax and update features and information
Claim CashTrax and update features and information
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