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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ByAllAccounts converts financial information into actionable insights by aggregating accounts from a multitude of sources. Our platform consolidates raw data from more than 15,000 different origins. As we remain independent of specific formats, we select the highest quality and most comprehensive data available, enabling a clear view of clients’ assets, expenditure patterns, and cash flow dynamics. We then normalize the collected data into a unified, consistent framework adhering to industry benchmarks and utilizing Morningstar’s exclusive identifiers, effectively turning varied data into its most practical form. Additionally, ByAllAccounts employs an AI-driven solution to swiftly provide client account information to various systems such as portfolio management, reconciliation, compliance, trust accounting, and performance tracking, thereby reducing both time investment and operational expenses. Our innovative patented methods allow us to interpret inadequate data sources effectively and fill gaps using Morningstar data, thereby supplying enriched feeds at the firm level to a vast network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. Ultimately, this positions us as a key player in the financial data aggregation landscape, enhancing our clients' operational efficiency and decision-making capabilities.

Description

A business intelligence system gathers data from your accounting and various other systems, processes and modifies it as needed, and ultimately compiles it into a versatile format that aids in making informed strategic decisions. The ProVantage Business Intelligence Suite serves as a robust, user-friendly graphical analysis tool that allows senior managers and partners to assess the firm's essential financial and business performance indicators, seamlessly integrating with most accounting software. This suite provides immediate access to multi-dimensional perspectives of vital information contained within the firm's accounting systems, enabling quick insights. Moreover, the ProVantage BI Suite is highly affordable, ensuring that critical data can be accessed without the need for expensive infrastructure or dependence on IT personnel. Its ease of use and accessibility make it an invaluable resource for decision-makers in any organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI
iTimekeep

Integrations

Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI
iTimekeep

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Vendor Details

Company Name

ProVantage Software

Country

United States

Website

provantagesoftware.com/business-intelligence/

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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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