Compare IDL Designer vs. dataroomHQ

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

icCube, a Swiss-made analytics solution, is crafted for B2B SaaS product and development teams aiming to integrate advanced analytics directly into their applications. Our dashboards are designed to merge effortlessly within the SaaS solution's UI and UX, powered by icCube’s strong analytical engine, which supports complex data models with high-level security features. Adopting a developer-to-developer approach, the icCube team guides clients to ensure a smooth, rapid transition to production. We recognize the challenges of data navigation, so we’re thrilled to offer our Data Analytics Boutique Services. Tailored for both new and existing clients, this suite provides seamless data integration, fortified security, deep insights, automated decision-making, and visually impactful reports. At every project stage and throughout the product lifecycle, we partner closely with our clients, from providing quick feedback to full project and product launches.

Our vision is to End Month End. For nearly 30 years, Multiview has been proudly advancing corporate finance and back-office operations alongside our clients so they can spend more time focusing on their business. Corporate Finance and accounting have been leveraged as a way to discuss past performance. There is value in that. We believe, however, there is even more value if you can leverage that information not only monthly, quarterly, or annually, but daily to drive results and decisions with the information. Not talk about the results after it is too late to do something about it. The power of data control is at the hands of the CFO or centralized in an organization is you can share it throughout the company. Trusting the information you’re making decisions on is incredibly important. Ultimately, the finance team’s job is to tell stories. Tell the stories about what is actually going on within an organization, and support the story with accurate, timely data. Join us on our vision to End Month End, and help your organization Stop Chasing Numbers. Start Using them.

dReveal simplifies data visualization and reporting for businesses of all sizes. Seamlessly integrate it into your product for a powerful, scalable solution: Build Feature-Rich Reports: Create and define detailed grids, interactive dashboards, and polished documents using our intuitive builder. Simplified User Access: Business users access reports directly within your product, eliminating app switching and boosting user experience. dReveal goes beyond static data: Engaging Visualizations: Craft beautiful, interactive reports that allow users to explore data from different angles and gain deeper understanding. Flexibility & Control: Export reports in various formats and schedule automated deliveries to keep everyone informed. dReveal grows with you: Integrates seamlessly with products of any size, adapting to your specific needs. Empower users, unlock data insights, all within the familiar environment of your product. Choose dReveal.

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

Based on your interests, history, and role, you will receive personalized and recommended results. QuaerisAI provides near-real-time data access for all data. QuaerisAI enhances your data and document workload with AI. To increase knowledge sharing and track performance, teams can share insights and pinboards. Our advanced AI engine transforms your inquiry to a database-ready language within micro-seconds. Data is nothing without context, just like life. Our cognitive AI engine interprets search terms, interests, roles, and past history to provide ranks results that allow further exploration. You can easily add filters to search results to dig into the details and explore relevant questions.

Dashboards, codeless reports, interactive visualizations, data security, mobile access and scheduled reports. DashboardFox is a dashboard- and data visualization tool for business users. It comes with a no-subscription pricing plan. You only pay once and the software is yours for life. DashboardFox can be installed on your own server behind your firewall. Are you looking for Cloud BI? We offer managed hosting, but you retain ownership of your DashboardFox data and licenses. DashboardFox allows users to drill down and interact with live data visualizations through dashboards and reports. Without requiring any technical knowledge, business users can create new visualizations in a codeless builder. Alternative to Tableau, Sisense and Looker, Domo. Qlik, Crystal Reports, among others.

Budgyt is a budgeting software that's affordable and intuitive for small businesses. Budgyt is a cloud-based budgeting software that helps small and medium-sized businesses as well as non-profits to eliminate the risks of traditional spreadsheets. You can save 80% on the time and expense involved in managing multiple budgets for different departments or projects. Data sheet, formulas and user management are some of the top features. Reports, versioning, dashboards and user permissions are also available.