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Description
Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting document—be it a journal entry, invoice, bill, purchase order, or bank transaction—you can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systems—after all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.
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
Integrations
Asana
Basecamp
ClickUp
Constant Contact
Freshdesk
Insightly
Mailchimp
QuickBooks Online
Quickbase
Redbooth
Integrations
Asana
Basecamp
ClickUp
Constant Contact
Freshdesk
Insightly
Mailchimp
QuickBooks Online
Quickbase
Redbooth
Pricing Details
$35 per month
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
DataDear
Country
Malta
Website
www.datadear.com
Vendor Details
Company Name
Easy Insight
Country
United States
Website
www.easy-insight.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax 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