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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Data automation allows you to save time and allow you to analyze your entire business holistically. Transform insights into decisions and forecast with confidence. Finmark is used by hundreds of businesses from BILL to make faster financial decisions and better financial decisions. Finmark makes financial planning easy and saves you hours of data entry Finmark can provide you with the strategic insights that you need to make the best growth decisions. You can say goodbye to version control nightmares, and the hassle of chasing down data from different teams. Finmark provides a single source of real-time information to share and manage your financial plan with both internal and external stakeholders. You can easily collaborate, gather feedback, and share what each user requires while protecting sensitive information. Finmark integrates seamlessly with your entire stack to automatically reconcile your actuals. Integrations include Quickbooks & Xero accounting software, Stripe payment processors, and payroll such as Gusto & ADP.

Description

PlanMagic Business offers a complete package to help you create your business plan and project financials. Advanced Edition (AE), offers 2 investor pitches, executive dashboard and state-of-the art analyses and scenarios, as well as an interesting Web-marketing guide. *A MS Word template for a business plan. *Fully automated close to reality financial projection application (MS Excel). *A PowerPoint presentation template to help you plan your business. *An award-winning PowerPoint investor pitch deck that has been beautifully prepared (AE only). *An online guide to complete business plans that covers all related topics *A few small, but useful business tools Extra features *Easy to Use - Simple and easily understood terms, clearly explained. *Print wizard - Pre-formatted business financial printouts in Letter, Legal, or A4 paper sizes. *Sales tax – Financials handles US sales tax, VAT and GST or similar calculations. *Multiple currencies

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud
Gusto
Microsoft 365
QuickBooks Online
Stripe
Xero

Integrations

ADP DataCloud
Gusto
Microsoft 365
QuickBooks Online
Stripe
Xero

Pricing Details

$50 per month
Free Trial
Free Version

Pricing Details

$138/one-year/user
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

BILL

Founded

2006

Country

United States

Website

finmark.com

Vendor Details

Company Name

PlanMagic Corporation

Founded

1995

Country

United States

Website

planmagic.com/business-plan/business-plan.html

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Product Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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