Clearwater Analytics vs. Catalyst, by EBM Software

If your company has multiple investment accounts Clearwater is a great choice to consolidate month end reporting.

[Catalyst, by EBM Software] is well suited to track invoices from vendors to get them paid on time to avoid late fees. [Catalyst, by EBM Software] is less appropriate when paying vendor because that is not a function they currently have. If the system was an all in one system that could track and pay your invoices it would be an amazing software.

• The GUI is easy to navigate on the iPad mini, which we use for charting.
• The options are simple so there is very little room for mistakes.
• Charting is easy and the setup allows for necessary fields that must be completed so charting stays uniform.

• The browser closes unexpectedly at times when refreshing the page and you get logged out
• The incorrect vendor is chosen by Catalyst a few times
• The Catalyst file is occasionally not placed on time in the folder

Well.... when it works... it's good. When it doesn't it is very frustrating for our staff.

The support for Catalyst is great and they are usually within the 48 hour response time. There could be a little quicker upload time for invoices that are submitted. They usually show up until the next day on the system and sometimes gives us a stress on time. Overall, the support is quite good

[Catalyst, by EBM Software] is a very easy system to use and is very user friendly. It gives you different ways of researching an invoice and not just one. Catalyst also helps to allow us to research an invoice within seconds and eliminates a lengthy and confusing process. It is a great software for first time users to learn quickly and efficiently.

• Catalyst is better than pencil and paper data analysis. But the app can be very frustrating when it's not working the way it did last week.
• The GUI is very simple. Sometimes too simple, like there is no way to go back in and edit SOAP note options.
• New feature roll-outs are mandatory. I understand that no one would opt in to being the guinea pig, but it would be nice if you weren't the first user to try it.
• The integration with billing software has streamlined the billing notes and saved us money over having two separate systems.