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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Collaborate effectively to pinpoint obstacles and make decisive choices that lead to the realization of your objectives. Seamlessly integrate your revenue, sales targets, marketing strategies, financial plans, and recruitment efforts without any mistakes. Employ straightforward business language formulas to calculate shared metrics across various regions, market segments, and channels. Analyze actual outcomes in comparison to your plans to discern which areas of your enterprise are excelling or facing challenges. Receive anticipatory alerts regarding possible deviations from your expected figures and understand their implications. Gain a comprehensive view by synthesizing data from multiple sources for a holistic understanding. Tailor financial reports to your needs and enhance cost efficiency, revenue, and profits through superior visual representations. Achieve complete transparency in business performance by consolidating data from diverse sources—ranging from ERP and CRM systems to various databases, Excel, and CSV files. This holistic approach ensures you are always informed and ready to pivot as necessary for sustained growth.

Description

A financial management platform tailored for professional service firms, design studios, IT outsourcing companies, consulting agencies, and various B2B services. Managing a multitude of applications and spreadsheets manually can be quite overwhelming and frustrating. Consolidating information related to projects, resources, tasks, time, and expenses consumes a significant amount of your valuable time and energy. It can be challenging to assess the profitability of your projects after navigating through numerous stages, revisions, and delays. With real-time monitoring of project profitability that takes all expenses into account, you can gain clearer insights. Additionally, automated keyword sorting simplifies the organization of your business transactions. This platform empowers service-oriented companies to optimize their financial management by leveraging the advantages of open banking and an API-first framework, ultimately enhancing their operational efficiency. By streamlining these processes, you can focus more on delivering value to your clients rather than getting bogged down by administrative tasks.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift Yes 
Amazon S3 Yes 
BambooHR Yes 
Chargebee Yes 
ClickUp No 
Darwinbox Yes 
Freshsales Yes 
Google Cloud BigQuery Yes 
HiBob Yes 
Lever Yes 
NetSuite Yes 
Paylocity Yes 
Pipedrive Yes 
SAP CRM Yes 
Sage Intacct Yes 
Sugar Connect Yes 
Tableau Yes 
Zoho Books Yes 
Zuora Yes 

Integrations

Amazon Redshift No 
Amazon S3 No 
BambooHR No 
Chargebee No 
ClickUp Yes 
Darwinbox No 
Freshsales No 
Google Cloud BigQuery No 
HiBob No 
Lever No 
NetSuite No 
Paylocity No 
Pipedrive No 
SAP CRM No 
Sage Intacct No 
Sugar Connect No 
Tableau No 
Zoho Books No 
Zuora No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€49 per month
Free Trial Yes 
Free Version 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 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Drivetrain

Founded

2021

Country

United States

Website

www.drivetrain.ai/

Vendor Details

Company Name

Fintellect

Founded

2022

Country

Estonia

Website

www.fintellect.pro

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard No 
Key Performance Indicators No 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Alternatives

Alternatives

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