Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CashWhiz is a budgeting software for Windows, crafted in Australia, that provides organizations with powerful tools for financial planning and analysis. It includes capabilities for modeling cash flow through various "What If" scenarios, generating balance sheets and income statements, performing forecasting, managing cash, and consolidating data across multiple entities. Additionally, it integrates with general ledger systems, offers profit-and-loss reports, supports project budgeting, tracks run rates, and maintains version control. Tailored for environments with multiple companies, departments, and projects, CashWhiz simplifies the budgeting process while improving financial visibility for mid-sized businesses, enterprises, nonprofits, and government entities alike. Its comprehensive features make it an invaluable tool for organizations aiming to enhance their financial management and strategic planning.
Description
Easy Rollup is the smart choice, because it's:
It's easier to use
More Powerful
No cost
There is no limit to the number of rollups
Easy Rollup runs natively within Salesforce, with a user-friendly interface. Easy Rollup is simple to install and does not require additional setup.
Easy Rollup allows businesses to create a custom rollup summary in Salesforce with just a few clicks and no code. It allows you to use the following Salesforce functionalities:
1. Also supports roll-up of lookup objects.
2. All records can be exported in one click.
3. You can create multiple filters and include more criteria in one filter.
4. In graphical format, see the number of Rollups for objects.
5. Edit any Rollup detail or filter.
6. User-friendly UI.
Salesforce made it easy to roll up data.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Salesforce
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
CashWhiz Australia
Website
www.cashwhiz.com.au
Vendor Details
Company Name
Cyntexa Labs
Founded
2018
Country
United States
Website
cyntexa.com
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Product Features
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction