Compare BI Book vs. FlexiEPM

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

anny is an all-in-one solution for booking and managing hybrid workplaces. Employees can easily reserve desks, rooms, parking spots, equipment, and other shared resources in one central platform. Flexible booking rules and group permissions ensure you stay in control of access and usage. Key Features: ✨ anny AI: Simply say what you need in the chat, for example, “Book my favorite desk for Thursday.” The AI checks availability in real time and immediately creates a booking. 🗺️ 3D Office Map – Interactive floor plans for an easy and visual booking experience. 🧍 Visitor Management – Simplify guest registration with digital check-in, e-signatures, and real-time notifications. 🗓️ Weekly Planner – Coordinate office presence, see when colleagues are onsite, and plan smarter. 🌐 Integrations – Works seamlessly with Microsoft 365, Outlook, and Google Workspace. 📞 Dedicated Support – Personal, reliable support that helps your team succeed. 🔒 Data Privacy & Security – Internationally compliant and built to protect your organization’s data. Trusted by 1,000+ organizations worldwide – including DeepL, Samsung, and Nio – anny helps teams collaborate effectively and optimize office space.

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

Premier Construction Software is an AI-powered cloud ERP built for growing general contractors who need tight control over job costs, WIP, and cash flow across multiple projects and entities. It unifies construction accounting, project management, and field operations so GCs can eliminate spreadsheets, speed up billing, and protect margins with real-time financial visibility. How we help GCs win more work and protect margin: • Construction cloud ERP built for general contractors, owners, and developers managing multi-project, multi-entity portfolios. • Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L. • Integrated project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule. • Automated billing, approvals, and payroll workflows (including subcontractor and pay app portals) to reduce manual entry and speed up collections. • Native AI and predictive intelligence that surface risks, recommend next actions, and provide executive-ready dashboards for owners and project leaders. • Unlimited entities, consolidated reporting, and role-based dashboards so finance and operations see the same numbers in real time. Trusted by GCs and Land Developers globally, Premier saves time, cuts risk, and helps you move forward with clarity. With Premier, you’re not just adopting software, you’re partnering with a trusted leader committed to your success.

Planview ProjectAdvantage brings clarity, control, and scalability to enterprise project management by unifying project data, resources, and performance insights in one platform. Built for growing PMOs and complex organizations, it eliminates silos and inefficiencies by connecting teams through a single source of truth. Users can monitor resource allocation, track workloads, and forecast capacity with precision using dynamic dashboards. ProjectAdvantage’s portfolio scoring tools and sandbox environments make it easy to prioritize initiatives and align them with company strategy. Its flexibility supports any methodology—Agile, hybrid, or Waterfall—making it ideal for diverse industries and workflows. Seamless integrations with leading enterprise systems like Jira, ServiceNow, and Microsoft Teams enable cross-functional collaboration and real-time visibility. Backed by AI-driven analytics, Planview Projectadvantage helps accelerate project delivery, improve performance tracking, and ensure continuous strategic alignment. Designed for agility, it’s a transformative solution that turns project chaos into structured, measurable success.

Bridgit is the leading AI workforce planning software built exclusively for construction. Trusted by over 40% of the ENR 400, Bridgit gives general contractors and specialty contractors a single source of truth to align business development and operations, forecast labor demand, and build high-performing project teams with confidence. Construction workforce planning is too complex for spreadsheets and disconnected tools. Bridgit replaces scattered emails, whiteboards, and siloed systems with one clear, real-time view of your people, projects, and pipeline — so operations leaders can plan ahead, staff smarter, and protect margins. Bridgit AI delivers intelligent staffing recommendations, experience-based matching, and 5-year scenario forecasting powered by your own data. Track skills, certifications, project history, and utilization across your entire workforce — from long-term project admins to craft workers in the field. Bridgit connects seamlessly with the tools contractors already use, including Procore, Autodesk Construction Cloud, Salesforce, BambooHR, Unanet, and more — eliminating double data entry and keeping every team aligned. Recently expanded to serve specialty contractors with purpose-built Labor Forecasting and Crew Management capabilities, Bridgit is now the definitive workforce planning platform for the full construction workforce.

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use SaaS solution for centralized management of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Flat file data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification. Custom Programming available.