Average Ratings 0 Ratings
Average Ratings 3 Ratings
Description
Finrely is a cloud-based platform designed for financial reporting and financial planning and analysis, catering to founders, finance professionals, fractional CFOs, and accounting firms. It establishes a read-only connection to various services such as QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, enabling the generation of financial statements like profit and loss, balance sheets, cash flow reports, dashboards, and board presentations. Users have the capability to delve into source accounts and analytical dimensions, evaluate data quality metrics, create budgets, and develop forecasts based on various drivers while comparing actual performance against plans and analyzing the accuracy of previous forecasts. The Pro and Advisor subscription tiers offer advanced features like managing multiple entities, performing consolidations and eliminations, handling multi-currency translations, creating different scenarios, and exporting co-branded reports. Additionally, the platform incorporates AI functionalities that provide summaries of changes, highlight potential risks and opportunities, and respond to inquiries using integrated financial data. Reports generated can easily be exported in multiple formats, including PDF, XLSX, and CSV, ensuring versatility in how users can utilize their financial insights. This seamless integration and comprehensive reporting make Finrely an invaluable tool for financial professionals looking to streamline their processes.
Description
IBM Planning Analytics, which utilizes IBM TM1®, offers a cohesive planning solution aimed at enhancing collaboration throughout the organization while adapting to the rapid pace of contemporary business. Its robust calculation engine enables this enterprise performance management tool to surpass the constraints of traditional spreadsheets, streamlining the planning process for quicker and more precise outcomes. By consolidating extensive data into a single repository, users are empowered to create advanced, multidimensional models that yield more trustworthy forecasts. Instead of relying on cumbersome and error-prone planning methods, organizations can adopt a more automated and dependable approach tailored for actual business needs. This platform effectively dismantles silos, integrates data, and harmonizes planning efforts across the organization, providing a comprehensive overview to facilitate cohesive plans. Users can visualize the consequences of their decisions before implementation through the use of what-if scenarios, and they have the ability to modify plans in real-time to respond to changing circumstances. Ultimately, this flexibility allows businesses to stay agile in an ever-evolving market.
API Access
Has API
No
API Access
Has API
No
Integrations
Azure Marketplace
No
Microsoft Excel
No
MotioCI
No
Odoo
Yes
QuickBooks Online
Yes
SE Technology
No
Stripe
Yes
Teamstack
No
Xero
Yes
Zoho Books
Yes
Integrations
Azure Marketplace
Yes
Microsoft Excel
Yes
MotioCI
Yes
Odoo
No
QuickBooks Online
No
SE Technology
Yes
Stripe
No
Teamstack
Yes
Xero
No
Zoho Books
No
Pricing Details
$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
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
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Finrely
Country
United Arab Emirates
Website
finrely.com
Vendor Details
Company Name
IBM
Founded
1911
Country
United States
Website
www.ibm.com/products/planning-analytics
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
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
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No
Strategic Planning
Budgeting & Forecasting
No
Dashboard
No
Goal Setting / Tracking
No
Idea Management
No
KPIs
No
Modeling & Simulation
No
Roadmapping
No
Scenario Planning
No
Scorecards
No