Business Management & Support ->
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Financial Planning Software offers progressive tax analysis.
Brookfield, WI 53045
Feb 18, 2014
Supporting cash-flow based financial planning, AdvisorVision™ enables advisors to analyze cash in-flows and out-flows over client's lifetime, across all financial goals, and expose risk and debt in single, illustrative view. Advisors can also model lifetime tax impact of investment decisions with program's progressive tax engine, providing greater insight to help clients control amount or timing of plan contributions, withdrawals, deductions, conversions, gifts, and donations.
Electronic Bill Payment Service makes interactions engaging.
Brookfield, WI 53045
Jan 30, 2014
Designed to boost adoption of electronic bill payment among online banking users, CheckFree® RXP® Service incorporates gamification principles to make process intuitive and engaging. Progress bar shows new user 3 Easy Steps to get started with bill pay, including setting up first payee and making first payment. Tutorial elements instruct users on type of information they should input in certain fields. Once user becomes more familiar with service, more advanced features can be unlocked.
Payroll Processing Services integrate expense management.
San Leandro, CA 94577
Dec 30, 2013
Available through HR Passport® system, ExpenseCloud enables companies to reimburse their employees directly through TriNet payroll. Cloud-based expense management solution lets users create, submit, and approve expense reports online. System seamlessly connects with many online accounting solutions specifically tailored for SMBs including NetSuite, Intacct, and Intuit QuickBooks. It also features receipt scanning and capture directly from iPhone, iPad, Android, and Blackberry devices.
Billing Services support interactive voice response.
Hamilton, NJ 08619
Jul 18, 2013
Part of Billing Services Suite, Interactive Voice Response technology includes Inbound IVR, Outbound IVR, and Emergency Alerts, giving end-customers phone number by which they can check account balances or make payments by ACH or credit card, 24/7. To help billers apply payments, Billtrust IVR is integrated with other payment methods, so billers receive one payment file to apply, eliminating extra work required when payment files in different formats are received.
Payment Service includes backup and disaster recovery.
US Dataworks, Inc.
Sugar Land, TX 77478
Jul 17, 2013
Interfacing with variety of check and document imaging equipment, Clearingworks - NextGen Lockbox allows users to configure custom reports and accounts receivable extracts without software customizations and providing online portal for exception handling, research, and reports. Cloud-based service removes complexity from all types of payment processing by consolidating all payment channels in one solution.
Accounts Payable Solution automates workflow for SMBs.
West Caldwell, NJ 07006
May 28, 2013
Accounts Payable Solutions for Small to Medium-Sized Businesses provide electronic workflow for invoices. Users scan invoices at MFPs and route them to person approving payments. Point-and-click options are included for capturing data, to match information with purchase orders or contracts. Solutions integrate with accounting software, business systems, and/or electronic archives, while analytics provide visibility into cycle times, labor costs, discounts, and avoided penalties.
Financial Service helps government minimize improper payments.
Brookfield, WI 53045
Apr 23, 2013
Using industry best practices, predictive fraud analytics, and lean Six Sigma methodology, Payment Accuracy and Fraud Solution helps government agencies reduce overall loss of cash associated with improper disbursement and recovery of funds. Diagnostic professional services include discovery sessions, interviews, hands-on process observation, mapping, and data collection/analysis with goal of delivering actionable roadmap that enables identification, mitigation, or elimination of improper payments.
Fraud Detection Service stops fraud at check-out.
Valley Forge, PA 19481
Apr 18, 2012
Through Visa Strategy Manager, financial institutions can create and implement strategies for identifying and stopping fraudulent transactions in real-time at check-out. Algorithms enable users to target riskiest transactions with customized strategies and determine whether they should be approved, declined, or flagged for review. By building customized rules that are based on issuer's transactions, Visa Strategy Manager can target fraud patterns that are specific to issuer's portfolio.
Revenue Management Service optimizes collections processes.
Netsmart Technologies, Inc.
Great River, NY 11739
Mar 15, 2012
With Plexus Revenue Cycle Management Service, health and human services providers can manage financial health and optimize efficiency of billing and collections processes. Service includes billing administration and claims management, internal authorizations, external eligibility, and compliance management. Organizations benefit from minimized rejected claims, optimized cash flow and data reporting, as well as compliance with state and federal reporting requirements.
Payroll Service offers QuickBooks(TM) interface.
Colorado Springs, CO 80918
Feb 17, 2012
Residing in Payroll City cloud environment, Payroll City QuickBooks(TM) Interface Module lets users track payroll checks by department, track job labor cost, determine total profit of specific jobs or clients, and look at year-on-year department labor cost trends. Users can also query past payroll information and reissue checks showing wage deductions. Interface can map all payroll data, broken down by department or job costs, to correct class, job, or item within QuickBooks(TM).
Remote Deposit Capture Solution expands deposit channels.
Henry, Jack, & Associates, Inc.
Monett, MO 65708
Jul 06, 2011
With Remote Deposit Anywhere(TM), financial institutions can offer retail and small business customers option to deposit checks from compatible smartphone, camera-enabled tablet device, or flatbed scanner. Hosted solution, complementing existing Enterprise Payment Solutions platform or implemented as stand-alone solution, can be customized based on business-sized and personal-sized checks, velocity preferences, and limits for mobile-based transactions and traditional deposits.
Vehicle Payment Calculation Service links to current rates.
Lake Success, NY 11042
Feb 10, 2011
Built as web service, PaymentDriver(TM) offers online finance payment calculation for automotive industry portals and websites. Consumers can generate monthly payments for specific vehicles based on current finance rates and residuals available from dealership's finance partners. Supporting integration with online vehicle research and inventory workflows, solution also lets retailers customize lender and rate choices to provide 24/7 access to best available rates and programs.
Payment Processing Service suits international companies.
Las Vegas, NV 89119
Dec 22, 2010
Global payments processing platform enables localization of processing engine based on regional regulations, language, currency, and processing standards. Service includes full processing of credit cards with integrated circuits (EMV cards), and offers direct connection to Banknet platform for use in European and Latin American markets. Multinational companies are able to utilize product to support programs in each country they serve.
Portfolio Management Platform comes with roles based user interface.
Brookfield, WI 53045
Nov 18, 2010
Targeted at managed accounts industry, OneView(SM) for APL(SM) features filterable and flexible columns to enhance data management feature in scalable APL data structure. Each view of interface is configurable as per user requirements. Platform is designed for sponsors, money managers, overlay managers, advisors, outsourcers, banks and Turnkey Asset Management clients.
Invoice Management Service includes scanning and indexing.
Automatic Data Processing
Roseland, NJ 07068-1786
Nov 17, 2010
Invoice-Professional Edition PLUS is scanning and indexing service that manages all of organization's paper-based invoices. Within 24 hr of receiving paper invoice, image of invoice and all supporting documents are available as fully indexed package. Service automatically moves data through account coding and approval processes to ERP system. It is also available as enterprise edition offering line-item review and adjudication of electronic invoices, and ability to track electronic receipts.
Patient Financial Assistance SaaS identifies payment sources.
Greenwood Village, CO 80111
Oct 28, 2010
Recondo Financial Assistance helps hospitals identify most likely payment source for each patient. Based on account evaluation of patients who fall into categories of self-pay, underinsured, Medicare without supplement, or catastrophic determination, software guides hospital patient access staff and financial counselors through evaluation process. It is integrated with PARO score that predicts likelihood of patient qualifying for financial assistance and charity care.
Payroll Management Service targets users of Unistaff HR Software.
Carval Computing Ltd
Silsoe United Kingdom
Oct 22, 2010
Payroll Bureau Service delivers either traditional or secure e-payslips and utilizes bureau interface included in Unistaff software module. Employees of clients with Employee Self-Service Software installed can access current and historic payslips and P60 and P11D forms via secure browser. All users of service receive full management reports and can contact account manager to guide them through process.
Retro Income Verification Service facilitates loan reviews.
Alpharetta, GA 30005
Sep 22, 2010
Point In Time(TM) retro income verification service validates and documents borrower's employment and income at point of loan funding. Using automated workflow designed to capture and reuse employer data by tracking and documenting agent progress and findings, service can also access The Work Number's employer database of current and historical payroll data. It provides loan-level documentation to investigate repurchases and mortgage insurance rescissions.
Person-to-Person Payments Service simplifies online transactions.
Brookfield, WI 53045
Jul 28, 2010
ZashPaySM allows users to send money to anyone in U.S. using recipient's name and e-mail address or mobile phone number, as well as send or receive money using existing online banking accounts. Service can be accessed through websites of participating financial institutions, or at ZashPay.com. With payments delivered in as little as one business day, confirmations are sent to recipient's e-mail address or mobile number.
Freight Payment Service provides accuracy and data visibility.
Logistics Management Solutions (LMS)
St. Louis, MO 63141
Mar 15, 2010
Designed to accelerate freight payment transactions, TOTALFreightPay processes paper and electronic invoices within 24 hours at which point data is available online to authorized shippers and carriers. System relies on customizable, table- and rules-driven architecture to ensure accurate auditing process that eliminates billing errors. It also equips shippers with Windows-based tools and extensive data warehouse to support customized and ad hoc transportation/financial reporting.
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