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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.
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
Integrations
5X
AXIO Advanced Projects
AgriERP
Alumio
Binary Stream Subscription Billing Suite
Cloudfy
Datalog TMS
Frontu
Journyx
Lightyear
Integrations
5X
AXIO Advanced Projects
AgriERP
Alumio
Binary Stream Subscription Billing Suite
Cloudfy
Datalog TMS
Frontu
Journyx
Lightyear
Pricing Details
€49 per month
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
Fintellect
Founded
2022
Country
Estonia
Website
www.fintellect.pro
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
dynamics.microsoft.com/en-us/finance/overview/
Product Features
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