Average Ratings 1 Rating
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Description
Premium Strategic Business Planning Software for professionals and individuals.
Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff.
You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.
Description
TackleBox offers a seamless way to create automated PowerPoint presentations, dynamic dashboards, and insightful data analysis. Effortlessly embed Excel content into your PowerPoint slides and receive notifications when new information is available. With just a simple click, you can refresh your presentations, viewing the most recent updates from multiple Excel files simultaneously, all without needing to open them. It feels as though you possess x-ray vision for your Excel data. TackleBox integrates smoothly with your existing Office 365 folders and documents, requiring no downloads or installations, and eliminating the need for complex user manuals—simply log in and start using it. Focus on what you excel at: analyzing data, constructing models, and designing charts and tables. You can link files from any OneDrive folder directly into TackleBox, allowing you to continue your work seamlessly. TackleBox monitors file updates so you can stay focused on your tasks. Easily create PowerPoint slides and real-time dashboards by selecting the desired charts, tables, and cells, while your presentations automatically refresh in the background. This innovative approach not only saves you time but also enhances your productivity.
API Access
Has API
Yes
API Access
Has API
No
Integrations
MYOB
Yes
MYOB AccountRight
Yes
Microsoft Excel
No
Microsoft PowerPoint
No
QuickBooks Online
Yes
Xero
Yes
Integrations
MYOB
No
MYOB AccountRight
No
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
QuickBooks Online
No
Xero
No
Pricing Details
$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month
60-day risk free money-back guarantee
https://www.planiumpro.com/pricing-professional/
Annually: $ 20 per month
60-day risk free money-back guarantee
https://www.planiumpro.com/pricing-professional/
Free Trial
Yes
Free Version
Yes
Pricing Details
$39 per user, per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Levant Software Technology
Founded
2017
Country
Australia
Website
www.planiumpro.com
Vendor Details
Company Name
Insiten
Founded
2016
Country
United States
Website
www.insiten.com
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Business Plan
Business Plan Templates
Yes
Collaboration
Yes
Dashboard
Yes
Financial Projections
Yes
Financial Templates
Yes
Fundraising Management
No
Investor Management
No
Pitch Presentation
Yes
Social Sharing
No
Step-by-Step Wizard
Yes
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
Yes
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
Yes
Visual Workflow Management
No
Dashboard
Annotations
No
Data Source Integrations
No
Functions / Calculations
Yes
Interactive
No
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
No
Themes
No
Visual Analytics
No
Widgets
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
Yes
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
No
Interactive
No
KPIs
Yes
OLAP
No
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
Yes
Themes
No
Visual Analytics
No
Widgets
Yes
Presentation
3D Objects
No
Animations & Transitions
No
Audio Content
No
Collaboration Tools
Yes
Content Library
No
Customizable Templates
Yes
Media Library
No
Offline Editing
Yes
Offline Presenting
Yes
Screen Sharing
No
Search/Filter
Yes
Templates
No
Video Content
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
Yes
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes