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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 documentβ€”be it a journal entry, invoice, bill, purchase order, or bank transactionβ€”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 systemsβ€”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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana No 
Basecamp No 
ClickUp No 
Freshdesk No 
Insightly No 
Keap No 
Mailchimp No 
QuickBooks Online Yes 
Quickbase No 
Redbooth No 
Salesforce No 
Smartsheet No 
SurveyMonkey Enterprise No 
Teamwork CRM No 
Teamwork.com No 
Trello No 
Xero Yes 
Zendesk No 
Zoom Webinars No 

Integrations

Asana Yes 
Basecamp Yes 
ClickUp Yes 
Freshdesk Yes 
Insightly Yes 
Keap Yes 
Mailchimp Yes 
QuickBooks Online No 
Quickbase Yes 
Redbooth Yes 
Salesforce Yes 
Smartsheet Yes 
SurveyMonkey Enterprise Yes 
Teamwork CRM Yes 
Teamwork.com Yes 
Trello Yes 
Xero No 
Zendesk Yes 
Zoom Webinars Yes 

Pricing Details

$35 per month
Free Trial No 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

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 Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger No 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

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