For accounting professionals and auditors, chasing clients for bank statements and conducting client due diligence is more frustrating and time-consuming than it needs to be.
Armalytix solves this for you, giving you the data and insights you need quickly, accurately and securely – with a simple, digital journey for your clients.
We decided to build an API into Armalytix to improve the efficiency and accuracy of creating ban CSV’s.
Use our code “Engager10” to try 10 reports for free. Once you experience the speed and accuracy we think you’ll sign up for their paid solution.
The customer support is absolutely out of this world – most email queries get answered within minutes (ranging from middle of the week to a Sunday night at 21:35!)
The software itself has a lot in it and at a price that is really excellent value for money!
I’ve built a sales funnel as a process in the software (although this is officially being launched in a few months in any case) – which leads to built in pricing software which leads to click of a button LOE to be autosigned in the portal and click of a button Professional Clearance letters/ emails.
Workflows for staff is super simple as well.
It really does what it says on the tin and much more.
For me an absolute no-brainer!
We have only just started using Client Engager after looking at a few other alternatives.
What a breath of fresh air Client Engager is and their customer service support goes above and beyond any others we have used.
The ease of use and flexibility to tailor to our internal processes only adds to the value Client Engager brings to our practice.
Add to this the ever evolving development which runs in conjunction with customer feedback, there really isn’t anything more to write!
This software is such a game changer. So easy to use – it’s fast, accurate, clear, easy to configure for individual clients and bulk updates has been a pleasure!!
The support team have been amazing, very responsive and helpful.
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