70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Manage Clients, Secure Placements
ClientAccessWeb, Applied Innovation’s flagship software solution gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves.
Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Spend Control
To reduce spending and prevent unauthorized use by setting transactional control.Card Spending Tracker
Automatically tracks the expense done using a linked debit or credit card.Multi-level Approval
A sequential and thorough review process to approve expenses.Reconciliation Summary
A statement prepared to report total outstanding payments and receipts.Tax Claim
Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.Bank Feed Sync
Can sync with bank notification and fetch expenses to make entries in the record book.Receipt Scanner
OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.Receipt Management
Store and manage receipts of the expenses incurred by the employees.Multiple Reporting Currency
Reports entries from different origin currencies in the native exchange rate.Reimbursement Management
Helps in managing employee expenses claims and regularize the approval process.Expense Approval
Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.Mileage Tracking
Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reportsFree Trial
Not available
Pricing Options
Premium Plans ( Quotation Based )
Pricing Plans
ClientAccessWeb Custom
Features
Disclaimer: The pricing details were last updated on 24/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about ClientAccessWeb Pricing.
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ClientAccessWeb R...
What is ClientAccessWeb used for?
ClientAccessWeb is Expense Management Software. ClientAccessWeb offers the following functionalities:
Learn more about ClientAccessWeb features.
What are the top alternatives for ClientAccessWeb?
Here`s a list of the best alternatives for ClientAccessWeb:
Does ClientAccessWeb provide API?
No, ClientAccessWeb does not provide API.
Vendor Details
Wenatchee, WashingtonContact Details
Not available
https://www.appliedinnovationinc.com/clientaccessweb/
Social Media Handles
Not available
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