Average Ratings 2 Ratings
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Description
Picante is a crypto portfolio and treasury management platform.
Picante allows anyone to easily track their crypto wallets, protocol positions, CEX accounts and bank accounts (fiat), set up monitoring, run financial reports, share data privately with key stakeholders and create public financial dashboards to build confidence in a project by being transparent.
Built for:
(1) Web3 Companies & DAOs : to track their treasury, spending habits, and generate business reports and share critical financial data with stakeholders.
(2) Investors: to monitor the financial health and performance of their portfolio companies.
Key Features: Web3 companies & DAOs
• Live dashboards to track treasury and the historical performance
• Bookkeeping tools to keep accounts in order
• Private dashboards for internal teams and public dashboards for anyone on the web
• Financial report creation tools
• Real-time on-chain notification system.
Key Features: Investors
• Live dashboard for tracking the financial health of portfolio firms
• Query tools to filter companies based on specific criteria, such as treasury distribution.
• Messaging tools to communicate with portfolio companies during 911 events.
Description
Say goodbye to the tedious task of managing your cash flow through complicated spreadsheets. By linking your bank accounts, you can automate your financial reporting and monitor your cash flow as it happens. Explore various forecasting options and make informed choices to enhance your business operations. Cash flow is crucial for success, but tracking it manually in Excel can be a drain on your resources. RocketChart streamlines and automates your cash management, allowing you to save time and maintain better oversight of your expenses. With real-time cash flow management, you can connect your bank accounts for immediate synchronization of both receipts and payments. Gain a comprehensive view of your consolidated cash flow while also delving into details by individual bank accounts. Keep track of your cash runway and manage your spending effectively by optimizing costs. You can create custom categories and subcategories for more personalized tracking, and our algorithm will automatically classify your transactions for you. This way, you can easily pinpoint large expenses and make adjustments to optimize your budget. Embrace a smarter approach to financial management today!
API Access
Has API
API Access
Has API
Integrations
EcholoN
Pricing Details
FREE
Free Trial
Free Version
Pricing Details
$49 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
Picante
Founded
2022
Country
EU
Website
picante.io
Vendor Details
Company Name
RocketChart
Founded
2020
Country
France
Website
rocketchart.co
Product Features
Treasury
Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management
Product Features
Treasury
Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management