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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Achieve a unified overview of your cash flow by utilizing a single platform that seamlessly integrates with all your banks and accounts without manual effort. This solution ensures every stakeholder has access to the same comprehensive financial picture. Enhance your working capital management through a consolidated display of cash alongside credit lines, loans, and additional financial assets. Effortlessly create bank statements and account reports, minimizing both errors and the time spent on manual processes. Instantly check opening, projected, and intra-day balances, along with real-time updates, eliminating the need to log into various banking websites. Tailor your dashboards and screens to fit your specific preferences for optimal usability. Monitor your anticipated revenues, accounts payable and receivable, and payroll with ease, while also comparing forecasts against budgets. The platform automatically syncs your financial data, allowing you to utilize various tools and views for effective liquidity management and informed decision-making. You can filter, drill down, and export your data as needed, and view your cash positions in both original and reporting currencies. Furthermore, this comprehensive approach aids in identifying trends that can help optimize financial strategies over time.

Description

Eliminate uncertainty in your data by utilizing integrated reports along with user-friendly dashboards that are a breeze to create. Merge data from various applications to form a comprehensive and powerful overview of your organization. Motivate significant changes directly from your personalized reports, which can be effortlessly updated. Easy Insight empowers you to enhance your business strategies through evidence-based data. Link your cloud applications to achieve unparalleled clarity regarding inventory management, conversion rates, and project timelines. Acquire practical insights and transform your data into visually appealing, straightforward dashboards from SaaS platforms like Basecamp, DEAR Systems, Katana, Xero, and several others. By combining data across different departments, you can attain a well-rounded perspective of your business, covering everything from sales pipelines and project developments to financial metrics and inventory levels. Effortlessly design custom dashboards featuring tables, charts, maps, and more, to effectively address critical business intelligence inquiries and foster informed decision-making. This streamlined approach not only simplifies data management but also empowers teams to act swiftly based on insights gleaned from comprehensive analytics.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asana
Basecamp
ClickUp
Constant Contact
Freshdesk
Insightly
Keap
Mailchimp
Quickbase
Redbooth
Salesforce
Smartsheet
Solve CRM
SurveyMonkey Enterprise
Teamwork CRM
Teamwork.com
Trello
Zendesk
Zoom Webinars

Integrations

Asana
Basecamp
ClickUp
Constant Contact
Freshdesk
Insightly
Keap
Mailchimp
Quickbase
Redbooth
Salesforce
Smartsheet
Solve CRM
SurveyMonkey Enterprise
Teamwork CRM
Teamwork.com
Trello
Zendesk
Zoom Webinars

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bottomline

Country

United States

Website

www.bottomline.com/us/global-cash-management-hub-businesses

Vendor Details

Company Name

Easy Insight

Country

United States

Website

www.easy-insight.com

Product Features

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Alternatives

Alternatives

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