Juniper Square

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Accounting Features

Accounts Payable Software, Accounts Receivable Software, Bank Reconciliation, Billing & Invoicing, Budgeting/Forecasting, Expense Tracking, Financial Reporting Software, General Ledger, Inventory Management Software, Purchase Order Management

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Juniper Square is a WordPress accounting plugin that is founded by Adam Ginsburg, Alex Robinson, and Yonas Fisseha in 2014. The company has its headquarters in San Francisco Bay Area, West Coast, Western US, and it are a for-profit company. GPs and LPs are given the freedom by Juniper Square to focus on creating enduring bonds and great investment possibilities.

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For commercial real estate investment managers and the individual investors, they work with, Juniper Square is a new web-based service. Software is offered by Juniper Square, Inc. The business provides a platform that users can utilize to construct and manage lists in support of fundraising operations like automation, compliance, investor reporting, and security.

Features

  • File sharing, document management, money distribution, and customized reporting are important features.
  • Users of the application can build databases for present and potential investors and keep track of phone calls and meetings.
  • This system allows managers to keep track of the emails, document sharing, and fundraising efforts that team members engage in.
  • To execute transactions, such as capital and net asset value (NAV) calls, and to distribute investor payments via ACH and automated checks, finance teams might develop rule-based workflows.
  • They have a dedicated support person to get in touch with and they frequently do so, both by phone and by physically visiting our workplace.

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