Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Escali Financials presents a robust modular software solution tailored for financial management, trusted by over 100 customers in the Nordic region. Its Portfolio Management module provides a comprehensive approach to managing investments in stocks, bonds, funds, private equity, and derivatives, featuring automated routines and calculations, seamless integrations with more than 50 ERP systems, banks, brokers, and data vendors, along with 200 visual reports and dashboards, all accessible through a cloud-based SaaS platform with Power BI and mobile app capabilities. On the other hand, the Treasury Management module delivers a fully automated, scalable, and independent system for overseeing debt, cash, liquidity, securities, leasing, foreign exchange, and derivatives, featuring integration with over 50 systems, daily foreign exchange reference rates, visual reporting tools, APIs, automatic bookkeeping, and a no-install SaaS deployment approach. This comprehensive suite of solutions empowers organizations to streamline their financial operations efficiently.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Power BI No 

Integrations

Microsoft Power BI Yes 

Pricing Details

FREE
Paid accounts are charged monthly per seat.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Picante

Founded

2022

Country

EU

Website

picante.io

Vendor Details

Company Name

Stacc

Founded

2016

Country

Norway

Website

www.stacc.com/financial-management

Product Features

Treasury

Cash Management Yes 
Debt Management Yes 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management Yes 
Payment Management Yes 
Risk Management Yes 

Product Features

Treasury

Cash Management No 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management No 
Payment Management No 
Risk Management No 

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