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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Excelpoint is a global company that specializes in no-code business process automation. Our success and reputation have been built by working with our customers to identify business-critical issues and address them using our no-code software. We configure and deploy scalable solutions to automate business processes and workflows. Our no-code software is a key component of our customers' success in creating streamlined operations that improve business results, reduce cost, drive business improvement and enhance customer and employee experience. We design and implement solutions that meet your specific requirements. These solutions replace manual, paper-based and spreadsheet-based processes with highly efficient and automated solutions that are integrated into your technology landscape.

Description

Enhance your financial transparency and profitability by evaluating your business's overall health, strengthening financial controls, and making informed decisions that promote agility and growth through detailed, real-time financial reporting, integrated analytics, and AI-powered insights. Seamlessly incorporate financial data into essential business operations and streamline monotonous tasks to enhance productivity, accommodate changing business models, and elevate financial performance. Additionally, reduce expenses and fine-tune spending across various regions by leveraging process automation, budget management, and comprehensive financial planning and analysis. Stay nimble in the face of shifting financial and regulatory landscapes with an intuitive, rules-based chart of accounts and a no-code configuration tool that simplifies tasks like regulatory reporting, electronic invoicing, and international payments. Businesses are successfully optimizing their financial processes with Dynamics 365 Finance, making it a vital tool for modern financial management. Embracing these strategies can lead to significant improvements in overall operational efficiency and financial success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXtension Content Gate
AcuitySpark
Binary Stream Subscription Billing Suite
CHAMPS
Configure One Cloud
DynamicPoint Portals
Frontu
Greenshades
HENRI
Havenstar
Lyftrondata
Microsoft 365
Microsoft Authenticator
PairSoft
Salesforce Data 360
Scotty
StarfishETL
The Asset Guardian EAM (TAG)
UnForm
b2wise

Integrations

AXtension Content Gate
AcuitySpark
Binary Stream Subscription Billing Suite
CHAMPS
Configure One Cloud
DynamicPoint Portals
Frontu
Greenshades
HENRI
Havenstar
Lyftrondata
Microsoft 365
Microsoft Authenticator
PairSoft
Salesforce Data 360
Scotty
StarfishETL
The Asset Guardian EAM (TAG)
UnForm
b2wise

Pricing Details

£50/monthly for 1 users
Free Trial
Free Version

Pricing Details

$180 per user 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

Excelpoint

Founded

2004

Country

United Kingdom

Website

www.excelpoint.co.uk

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/finance/overview/

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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