Transform Your Financial Operations with AI

Streamline your accounting, automate financial processes, and gain real-time insights with our AI-powered financial management platform.

CrMagic Dashboard
Live Demo Available

1M+/month

Active Transactions

+15% from last month

500K/month

Invoices Processed

+8% from last month

99.9%

Payment Success Rate

+0.5% from last month

25%

Cost Reduction

+5% from last month

Powerful Features for Modern Business

Everything you need to manage and grow customer relationships effectively

Contact Management
Organize and manage your contacts with AI-powered insights and automation.
  • Automatic receipt processing
  • Automated invoice processing
  • Automated collection campaigns
  • Automated credit scoring
  • Automated report generation
  • Prospectus automation
Contact Management

Intelligent Lead Management

Convert more leads with smart automation and AI-powered insights

AI-Powered Expense Reconciliation

Automate expense matching and reconciliation with our advanced AI agent that learns from your organization's patterns and policies.

  • Automatic receipt processing
  • Smart expense categorization
  • Policy compliance checking
  • Real-time fraud detection

Intelligent Accounts Payable

Let our AI agent handle your payables workflow, from invoice processing to payment scheduling and vendor management.

  • Automated invoice processing
  • Smart payment scheduling
  • Vendor risk assessment
  • Cash flow optimization

AI Collections & Receivables

Transform your collections process with AI-driven customer communications and payment prediction.

  • Automated collection campaigns
  • Payment behavior prediction
  • Smart dunning management
  • Customer risk scoring

AI Credit Analysis & KYC

Comprehensive credit risk assessment and KYC verification powered by AI, including automated phone verification.

  • Automated credit scoring
  • Real-time KYC verification
  • Fraud prevention
  • Automated reference checks

Stock Exchange Reporting

Generate detailed financial reports compliant with stock exchange requirements and regulatory standards.

  • Automated report generation
  • Compliance checking
  • XBRL tagging
  • Audit trail tracking

IPO Document Automation

Streamline IPO documentation with AI-powered document generation and compliance checking.

  • Prospectus automation
  • Due diligence support
  • Regulatory compliance
  • Version control

Streamlined Opportunity Management

Close more deals with advanced pipeline and activity management

AI-Powered Expense Reconciliation

Automate expense matching and reconciliation with our advanced AI agent that learns from your organization's patterns and policies.

  • Automatic receipt processing
  • Smart expense categorization
  • Policy compliance checking
  • Real-time fraud detection

Intelligent Accounts Payable

Let our AI agent handle your payables workflow, from invoice processing to payment scheduling and vendor management.

  • Automated invoice processing
  • Smart payment scheduling
  • Vendor risk assessment
  • Cash flow optimization

AI Collections & Receivables

Transform your collections process with AI-driven customer communications and payment prediction.

  • Automated collection campaigns
  • Payment behavior prediction
  • Smart dunning management
  • Customer risk scoring

AI Credit Analysis & KYC

Comprehensive credit risk assessment and KYC verification powered by AI, including automated phone verification.

  • Automated credit scoring
  • Real-time KYC verification
  • Fraud prevention
  • Automated reference checks

Stock Exchange Reporting

Generate detailed financial reports compliant with stock exchange requirements and regulatory standards.

  • Automated report generation
  • Compliance checking
  • XBRL tagging
  • Audit trail tracking

IPO Document Automation

Streamline IPO documentation with AI-powered document generation and compliance checking.

  • Prospectus automation
  • Due diligence support
  • Regulatory compliance
  • Version control

Seamless Integrations

Connect with your favorite tools and platforms

QuickBooks

QuickBooks

Import accounting data and transactions

Accounting
Xero

Xero

Sync financial records and reports

Accounting
Stripe

Stripe

Payment processing and reconciliation

Payments
PayPal

PayPal

Online payment processing

Payments
Wise

Wise

International payments and transfers

Payments
Expensify

Expensify

Expense management and tracking

Expenses
SAP

SAP

Enterprise resource planning integration

ERP
Oracle NetSuite

Oracle NetSuite

Cloud ERP integration

ERP
Avalara

Avalara

Tax compliance and calculation

Tax
Plaid

Plaid

Bank account integration

Banking

Ready to Transform Your Customer Relationships?

Join thousands of businesses using CrMagic to build stronger customer connections.

App preview

Feature Details

Comprehensive list of features and capabilities.

AI-Powered Expense Reconciliation

Automate expense matching and reconciliation with our advanced AI agent that learns from your organization's patterns and policies.

  • Automatic receipt processing
  • Smart expense categorization
  • Policy compliance checking
  • Real-time fraud detection
Intelligent Accounts Payable

Let our AI agent handle your payables workflow, from invoice processing to payment scheduling and vendor management.

  • Automated invoice processing
  • Smart payment scheduling
  • Vendor risk assessment
  • Cash flow optimization
AI Collections & Receivables

Transform your collections process with AI-driven customer communications and payment prediction.

  • Automated collection campaigns
  • Payment behavior prediction
  • Smart dunning management
  • Customer risk scoring
AI Credit Analysis & KYC

Comprehensive credit risk assessment and KYC verification powered by AI, including automated phone verification.

  • Automated credit scoring
  • Real-time KYC verification
  • Fraud prevention
  • Automated reference checks
Stock Exchange Reporting

Generate detailed financial reports compliant with stock exchange requirements and regulatory standards.

  • Automated report generation
  • Compliance checking
  • XBRL tagging
  • Audit trail tracking
IPO Document Automation

Streamline IPO documentation with AI-powered document generation and compliance checking.

  • Prospectus automation
  • Due diligence support
  • Regulatory compliance
  • Version control

Financial Analytics Dashboard

Real-time insights into your financial performance

Revenue vs Expenses
Monthly comparison for 2024
Net profit up by 15.2% this month
Showing financial performance for the last 6 months
Expense Distribution
By category
Cash Flow Analysis
Daily cash movement tracking