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Description
Engage your entire team in the budgeting process to ensure comprehensive input and collaboration. Streamline operations by utilizing repeatable methods—simply replicate the previous year's budget as a foundation. Strategically prepare for the forthcoming year while tracking progress and leveraging comparative analysis for year-end projections. Oversee customer billing for products and services rendered, which includes generating invoices, processing payments, and managing credits or refunds effectively. You have the flexibility to print invoices and customer statements whenever necessary. Tailored access and permission settings grant you the level of control you require. Enjoy a customizable chart of accounts that suits your organization's needs. Access your data with ease and convenience from any location. This web-based solution is supported by a modern data infrastructure to ensure robustness. Your information remains safe and secure, as Daxko adheres strictly to PCI-DSS compliance standards. Comprehensive support and system upkeep are part of the package. Additionally, you can produce essential reports that provide insights into your association's financial status across various dimensions, such as funds, branches, departments, or programs. Conduct audits of your general ledger to assess the effectiveness and precision of your budgeting efforts while also identifying areas for improvement. By including everyone in the process and leveraging technology, you can create a financial strategy that supports your organization's overall goals.
Description
Track rollover amounts, create custom budget cycles, track campaigns, automatically pause campaigns, reduce spend if budgets exceed, keep track your KPIs, and much more. Automated, current, and efficient budget pacing reporting that will save you time. You can set custom budget cycles or monthly budget cycles for any time period, whether it's one-off or repeated. Track rollover amounts to automatically update the next budget cycle. A top-level dashboard view of all clients, budgets in both graph and table formats. You can drill down to individual budgets to view the campaigns and modify their daily budgets. Platform and email notifications can help you spot potential pacing issues and take corrective steps. We won't force you to work in a certain way. You can create repeating cycles based on days, weeks, or months and use monthly budgets to start on any day of the month.
API Access
Has API
API Access
Has API
Integrations
Facebook Ads
Google Ads
Instagram Ads
Meta Ads
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$79 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
Daxko
Founded
1998
Country
United States
Website
www.daxko.com
Vendor Details
Company Name
EDEE AI
Country
United Kingdom
Website
edee.ai/
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
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Product Features
Campaign Management
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
PPC
A/B Testing
Account Alerts
Analytics / ROI Tracking
Bid Management
Budget Management
Campaign Management
Conversion Tracking
Google / Bing Ads
Keyword Research Tools
Keyword Tracking
Landing Pages / Web Forms
URL Builder
