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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Edstruments is a financial management platform designed to present budgetary and HR data in a clear, timely, and actionable manner for leaders in various sectors. Tailored for K–12 schools, higher education institutions, nonprofits, government entities, accounting firms, and other organizations with missions, it effectively replaces outdated spreadsheets, static reports, emailed documents, and separate staffing files with user-friendly cloud-based tools. The Real-Time Budget Management feature employs dynamic visualizations, straightforward search and filtering options, adaptable permissions, and seamless ERP integration to assist leaders in monitoring their income and expenditures, adjusting forecasts, managing fund allocations and restrictions, and ensuring that spending aligns with the organization’s objectives. Additionally, the Collaborative Budget Planning function enables stakeholders to offer specific feedback, utilize historical data from previous years, evaluate different scenarios, consolidate budgets across various cost centers, and delve into individual plans without facing version-control challenges. This innovative approach not only enhances financial oversight but also fosters a culture of collaboration and transparency among all participants.

Description

Immediate Insights offers accessible, high-level data that helps you track expenditures and gain valuable analytics effortlessly. Take charge of your spending and much more by customizing SpendBoss to fit your organization's framework, overseeing budgets, and obtaining insightful analytics within a user-friendly platform. Dedicate more time to customer engagement and boost your revenue. With features like one-click ordering, shopping lists, and straightforward reporting, managing finances becomes significantly easier! Implement and uphold spending controls and policies without the need for additional staff. Furthermore, empower location managers to remain within budget by providing them with real-time data instead of outdated reports, enhancing overall efficiency. This approach not only streamlines operations but also fosters a culture of accountability and informed decision-making across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccuFund Yes 
Ascender Yes 
Blackbaud Financial Edge NXT Yes 
LINQ Yes 
Multiview ERP Yes 
NetSuite Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Tyler Content Manager Yes 

Integrations

AccuFund No 
Ascender No 
Blackbaud Financial Edge NXT No 
LINQ No 
Multiview ERP No 
NetSuite No 
QuickBooks Online No 
Sage 100 No 
Tyler Content Manager No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$30 per user 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 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 Yes 
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 Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Edstruments

Founded

2019

Country

United States

Website

www.edstruments.com

Vendor Details

Company Name

SpendBoss

Founded

2014

Country

United States

Website

www.spendboss.com

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 

Purchasing

Catalog Management No 
Compliance Management No 
Contract Management No 
Inventory Management No 
Invoice Processing No 
PunchOut No 
Purchase Order Management No 
Requisitions & Approvals No 
Sourcing Management No 
Spend Management No 
Supplier Management No 

Product Features

Asset Tracking

Activity Tracking Yes 
Audit Trails Yes 
Barcoding / RFID No 
Checkout / Check-In No 
Depreciation Tracking No 
Disposal Tracking No 
Inventory Management No 
Location Tracking Yes 
QR Codes No 
Reservations No 
Service History No 

Procurement

Asset Management Yes 
Auction Management No 
Bid Management No 
Budget Management Yes 
Catalog Management Yes 
Contract Management Yes 
Inventory Management Yes 
Invoice Processing No 
PunchOut Yes 
Purchase Order Management Yes 
Receiving Yes 
Requisitions & Approvals Yes 
Sourcing Management No 
Spend Management Yes 
Supplier Management Yes 

Purchasing

Catalog Management Yes 
Compliance Management Yes 
Contract Management No 
Inventory Management Yes 
Invoice Processing No 
PunchOut Yes 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management No 
Spend Management Yes 
Supplier Management Yes 

Retail Management

CRM Yes 
Commission Management Yes 
Email Marketing Yes 
Employee Management Yes 
Loyalty Program Yes 
Mail Order Yes 
Merchandise Management Yes 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

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