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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MYOB
MYOB AccountRight
Microsoft Excel
Microsoft PowerPoint
QuickBooks Online
Xero

Integrations

MYOB
MYOB AccountRight
Microsoft Excel
Microsoft PowerPoint
QuickBooks Online
Xero

Pricing Details

$ 10 per user per month
Free Trial
Free Version

Pricing Details

$39 per user, 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

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
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Presentation

3D Objects
Animations & Transitions
Audio Content
Collaboration Tools
Content Library
Customizable Templates
Media Library
Offline Editing
Offline Presenting
Screen Sharing
Search/Filter
Templates
Video Content

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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