Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
MartusMartus 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.
-
NaviPlanNaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
-
Sage IntacctSage 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
-
Epicor FinancialsEpicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud. -Drive financial planning and operational planning across all departments Connect to multiple data sources and reduce silos Focus on automating workflows for efficiency -Increase collaboration between Finance and Accounting Expand your business globally
-
Project InsightProject Insight helps organizations connect project data across teams and systems to make better decisions about their business. As a strategic project and portfolio management platform, it brings together resource and capacity planning, financial management, project requests, execution, governance, and portfolio performance. The result is a connected project data backbone that gives PMOs and executives visibility into organization-wide work and supports trustworthy reporting, forecasting, and AI analysis. Teams can continue using familiar tools such as Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot while Project Insight brings their project information into one central command center, reducing manual data entry and disconnected reporting. Manage projects, programs, and portfolios using flexible workflows, intelligent scheduling, Gantt charts, Kanban boards, time tracking, budget management, and customizable dashboards. Leaders can monitor workloads, project health, costs, and strategic priorities without chasing information across departments. AI-powered features help create project plans, turn meeting discussions into action items, recommend resources, forecast capacity, and evaluate what-if scenarios. From growing teams outgrowing spreadsheets to established PMOs with complex business processes, Project Insight adapts to the way organizations work through configurable processes, dedicated onboarding support, and free view-only access for clients and stakeholders.
-
Monarch MoneyMonarch Money is an all-in-one financial management app designed to give users complete clarity and control over their money. By aggregating bank accounts, credit cards, loans, investments, and real estate into a single view, Monarch offers a comprehensive picture of your financial health. The app’s budgeting tools are flexible and adaptive, helping you stay on track with personalized spending plans. It supports seamless collaboration, enabling couples or professionals to manage shared finances together with ease. Monarch automatically tracks subscriptions, flags unusual transactions, and provides insightful reports through customizable charts. Its net worth tracking feature gives real-time updates on assets and liabilities. Compatible across multiple devices and syncing with thousands of financial institutions, Monarch ensures your financial data is always up to date. Users praise the app for its intuitive design, reliability, and robust features that outperform competitors like Mint and YNAB.
-
RunnRunn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed. Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress. Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.
-
Premier Construction SoftwarePremier Construction Software is an AI-powered cloud ERP built for growing general contractors who need tight control over job costs, WIP, and cash flow across multiple projects and entities. It unifies construction accounting, project management, and field operations so GCs can eliminate spreadsheets, speed up billing, and protect margins with real-time financial visibility. How we help GCs win more work and protect margin: • Construction cloud ERP built for general contractors, owners, and developers managing multi-project, multi-entity portfolios. • Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L. • Integrated project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule. • Automated billing, approvals, and payroll workflows (including subcontractor and pay app portals) to reduce manual entry and speed up collections. • Native AI and predictive intelligence that surface risks, recommend next actions, and provide executive-ready dashboards for owners and project leaders. • Unlimited entities, consolidated reporting, and role-based dashboards so finance and operations see the same numbers in real time. Trusted by GCs and Land Developers globally, Premier saves time, cuts risk, and helps you move forward with clarity. With Premier, you’re not just adopting software, you’re partnering with a trusted leader committed to your success.
-
North OneAmerica's business banking. Better banking was what business builders wanted. North One was born. In minutes, you can open an account. You are responsible for building your business, creating jobs, and serving your community. It's hard work. North One makes it easy to manage the most difficult parts of your business. We're here to help you focus on the road ahead. North One is built for freelancers, small businesses and startups across America. Smart integrations with existing tools allow you to make payments, track your money, and automate your finances. North One was designed to make managing money simple so you can concentrate on running your business. No more branches. No more lines. No more paperwork. Access your North One Account 24/7 from your smartphone or computer. No matter where your business is located, you can access it from anywhere. Automatically create envelopes for taxes, payroll and rent.
-
KonstructIQKonstructIQ is an innovative platform that integrates artificial intelligence to serve the needs of residential general contractors, remodeling companies, and home builders by streamlining both construction and financial management. This comprehensive tool covers the entire project lifecycle, encompassing fast and professional estimates, budgeting, invoicing, payment processing, change-order management, cost tracking, subcontractor coordination, and real-time reporting, all within a unified interface. Its estimating feature allows contractors to create precise bids swiftly, utilizing customizable cost codes and the ability to calculate markups or margins, as well as accommodating both cost-plus and fixed-price pricing models. Upon approval of an estimate, it transforms into the project budget, ensuring that every bill, invoice, or change order automatically reflects on the budget, enabling contractors to maintain precise job costing and oversight of profitability. Additionally, the platform facilitates payments to subcontractors or suppliers, supporting various methods such as ACH transactions, checks, debit and credit cards, virtual cards, or Zelle, while also enabling clients to pay invoices directly through a user-friendly portal, which accelerates cash flow significantly. This holistic approach not only simplifies administrative tasks but also enhances financial transparency for contractors, ultimately contributing to more efficient project completion.
Description
PlanGuro allows you to create intelligent, dynamic financial forecasts. PlanGuru is a tool for accountants to prepare budget analysis, create financial forecasts, and address financial limitations in their businesses. This on-premise budgeting and business planning solution provides financial ratios, cashflow analysis, and other analytical tools that help evaluate and improve business performance. The core features include payroll utility, budget/forecast up to 10 years, archive buget, custom report builder in Excel, business valuation tool, as well as other key features.
Description
The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.
API Access
Has API
No
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
Xero
Yes
Basiq
No
Clio
No
Clover
No
Exact Online
No
FreeAgent
No
Harvest
No
Microsoft Excel
Yes
NetSuite
No
Integrations
QuickBooks Online
Yes
Xero
Yes
Basiq
Yes
Clio
Yes
Clover
Yes
Exact Online
Yes
FreeAgent
Yes
Harvest
Yes
Microsoft Excel
No
NetSuite
Yes
Pricing Details
$99.00/month
Pricing:
For a Single Business/ Nonprofit
- $99 for the Monthly Plan
- $899 for the Annual Plan
For Multiple Companies
- $99 for the Monthly Advisor Plan
- $899 for the Annual Advisor Plan
For a Single Business/ Nonprofit
- $99 for the Monthly Plan
- $899 for the Annual Plan
For Multiple Companies
- $99 for the Monthly Advisor Plan
- $899 for the Annual Advisor Plan
Free Trial
Yes
Free Version
No
Pricing Details
$5 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PlanGuru
Founded
2013
Country
United States
Website
www.planguru.com
Vendor Details
Company Name
Forwardly
Founded
2022
Country
United States
Website
www.forwardai.com/precise
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
No
Version Control
No
