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Matching
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Site
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Automated Transaction Matching
(ATM) Engine
Import and match bank data with internal data in automated,
high-speed processes.
Produce matched and unmatched reports - then export to Excel,
csv and other formats |
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Stay In Balance™ - Reconciliation
reports and wizards.
Easily create audit-ready reconciliation reports.
Protect 'closed' reconciled periods. |
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Automation and Integration:
Software Integration Kit (SIK), a.k.a. Custom Import Menus.
No programming required.
Command Line Interface can be used to interface to 3rd party
software and Task Scheduler for unattended operation. |
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Site Field
Typically used in multi-unit entities when the various locations
deposit into one bank account.
Includes the 'Site' field in the import, matching and reporting
processes. |
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For all features available, see the complete feature
list.
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One-time traditional |
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One-time 'traditional' licensing |
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| Platform |
Users
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Standard
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Site
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| SQL Express |
Single/Multi
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| SQL Server |
Multi
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| Platforms |
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SQL Express |
Single and/or multi-user for up to 5
users. Includes Microsoft SQL Express.
Database can be local on a workstation, or remotely on a server.
Bundled with 3 workstation and 5 bank account licenses. |
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SQL Server |
Multi-user. Scalable and secure.
Requires Microsoft SQL Server.
Database can be kept on an existing SQL Server
with other applications.
Bundled with 10 workstation and 5 bank account licenses. |
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One-time traditional |
Subscription |
| Software location |
You download the software and run it at your location. |
Same
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| License fees |
One-time fee.
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Same fee every month. No setup or cancellation fees. |
| License term |
In perpetuity - never ends. |
Month to month, you can cancel at any time.
Access to software corresponds to license term. |
| Support |
Not included. Support is additional. |
Included in the monthly price. |
| Payment method |
Use any payment method in our on-line store. |
US-based credit card for our recurring billing feature.
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| Advantages |
May be less expensive for the long term, especially if you go without support. |
Excellent for banking clients to help increase participation, especially for SMB clients.
Very popular in 'bridge' and other short-term projects.
Provides everything in one package - phone support, updates, major upgrades and licensing in a fixed budgeted amount.
No up front cash outlay.
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100% Guarantee
Since our inception in 1999, we have maintained an ongoing commitment
to quality, support and customer satisfaction. If you're unsatisfied
with our solutions --for any reason-- within the first 30 days,
we will return your full purchase price. No small print. No questions
asked. Your unconditional satisfaction is our guarantee.
100% Upgrade Credit
Apply 100% of your license fees to a platform
or edition
upgrade within 12 months of your system purchase - or as long as
you maintain a support contract.
Support
Each platform purchase includes 90 days free maintenance, including
free US-based phone support.
Optional extended annual support: All other versions - approximates
18.5% of system price (see on-line store for exact price)
Delivery
All versions - Immediate Electronic Delivery of software. Licenses
at time of payment. There are no shipping or handling charges.
Discounts
A discount
is available when purchasing more than one program (30% off the
second title).
Platform license note:
* SQL Express - Maximum of 5 workstations
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