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Envestnet | Tamarac Case Studies

  • Krilogy Financial- Customer Case Study

    Andrew MillerDirector of Analytics at Krilogy Financial

  • Weston Financial - Customer Case Study

    Jake FiloonPresident and Chief Operating Officer
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    4.7 / 5.0
    Customer References98 total
    About

    Airbase is the top-ranked modern spend management platform for businesses with 100-5,000 employees. It’s the best way to control spending, close the books faster, and manage financial risk. Airbase’s powerful and user-friendly software combines accounts payable automation, expense management, and corporate cards into a package that employees, accounting teams, and vendors love to use. It seamlessly integrates into the most popular general ledgers including NetSuite, Sage Intacct, and more. Their approach to guided procurement ensures that all purchases — from initial requests to payment and reconciliation — make it easy for all employees to buy what they need while giving all necessary stakeholders in the loop. Airbase’s modern approach to spend management brings efficiency to complex business processes and accounting needs like support for multi-subsidiaries, multi-currency, and purchase orders. Flexible intake forms and approval workflows ensure full stakeholder oversight across multiple buying scenarios. Build a culture of spend compliance and control your destiny by using Airbase.

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    4.7 / 5.0
    Customer References164 total
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    FreshBooks is the 1 cloud accounting software designed exclusively for service-based small business owners. The company has helped more than 10 million people process billions of dollars through its easy-to-use invoicing, time-tracking, expense management, and online payments features. Recognized with six Stevie awards for best customer service in the world, the company’s mantra is to execute extraordinary experiences everyday.

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    4.7 / 5.0
    Customer References3 total
    About

    Wave delivers innovative financial services and award-winning free software to small and micro-businesses around the world.By providing access to capital (Lending), improving cash flow (Payments), delivering money to employees (Payroll), helping businesses get paid (Invoicing), preparing for tax time and providing business insights (Accounting, Receipts), Wave covers the spectrum of a small business owner's financial life, and helps businesses grow and thrive.

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