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| Feature | ||
|---|---|---|
| Rating |
3.0
|
3.7
|
| Reviews | 3 | 7 |
| Category | Payment Processing | Payment Processing |
| Description |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
We're building a commerce solution for SaaS companies globally that have overseas customers. We especially help them with streamlining billing operations like invoicing and reconciliation, managing foreign sales tax and accepting payments. We abstract out the complexities of compliance, remittance and integration for these merchants by running all that machinery in the background. |
| Website | https://www.meetthyme.com/ | https://www.xpaycheckout.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
"Easy onboarding process. Everyone picked it up quickly."
Abdul Moen PhD - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
"Had to switch to a different solution after trying this."
Mrs. Theodora Donnelly - 1/5
|
| Details | View Full Review → | View Full Review → |