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Description

PracticePro 365 stands out as an exceptional software solution, meticulously crafted to elevate your business to its highest potential. This robust platform is committed to enhancing operational efficiency across enterprises, offering a comprehensive suite of integrated features that equip your team with vital resources necessary for thriving in a competitive landscape. With the advantage of cloud scalability, PracticePro 365 is designed to support your business now and anticipate its needs in the future. As the evolution of work shifts away from conventional office environments, PracticePro 365 empowers users to stay informed about ongoing projects, human resources, customer interactions, and overall company operations. Regardless of your location or mode of travel, you can effortlessly keep a finger on the pulse of your business, accessing crucial information when it matters most, ensuring that you are always in control and prepared for what lies ahead.

Description

Take charge of your metrics and achieve outcomes swiftly. Our strategic management software not only allows for efficient planning but also enhances the organization of your daily tasks, fosters team engagement, and promotes a culture focused on results! We do much more than simply streamline your workflow. Explore the transformative capabilities of strategic management software designed to elevate your business performance while motivating your team to meet shared objectives. This performance indicator software facilitates the reduction of time spent on collecting, validating, and consolidating KPIs, enabling you to identify challenges and devise actionable solutions. Additionally, it allows for comprehensive reporting of results across all company levels. By involving your entire team in a results-driven culture, you can reach your targets more effectively and improve overall business outcomes. Create an environment where everyone has the resources needed to fulfill their objectives and manage the delivery of strategic projects while fostering engagement in these initiatives. Ultimately, boost your team's productivity and make informed decisions with increased speed and confidence, paving the way for long-term success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 

Integrations

Microsoft 365 No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PracticePro 365

Founded

1990

Country

United States

Website

practicepro365.com

Vendor Details

Company Name

Siteware

Founded

2001

Country

Brazil

Website

www.siteware.com.br

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations No 
Interactive No 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards No 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

ERP

Accounting Integration No 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Resource Management

Capacity Management No 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop No 
Employee Scheduling No 
Filtered Search Yes 
Resource Allocation No 
Skills Tracking No 
Utilization Management Yes 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management No 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management Yes 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Business Plan

Business Plan Templates No 
Collaboration No 
Dashboard Yes 
Financial Projections Yes 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing No 
Step-by-Step Wizard No 

CAPA

Audit Management No 
CAPA Planning No 
Change Management No 
Complaint Management Yes 
Incident Management Yes 
Nonconformance Tracking Yes 
Quality Control Yes 
Risk Management Yes 
Root Cause Analysis Yes 
Training Management No 

Change Management

Approval Workflow No 
Audit Trail No 
Automated Notifications No 
Change Calendar No 
Change Planning Yes 
Compliance Management No 
Prioritization Yes 
Release Management No 
Task Management Yes 
Tracking & Reporting No 
Training Management No 

Compensation Management

Bonus Management Yes 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling Yes 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs No 
Organizational Charting Yes 
Salary Planning No 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive No 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets No 

Data Analysis

Data Discovery No 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

Data Warehouse

Ad hoc Query No 
Analytics Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control No 
ETL - Extract / Transfer / Load Yes 
In-Memory Processing No 
Match & Merge No 

Decision Support

Application Development No 
Budgeting & Forecasting Yes 
Data Analysis Yes 
Decision Tree Analysis Yes 
Monte Carlo Simulation No 
Performance Metrics Yes 
Rules-Based Workflow No 
Sensitivity Analysis No 
Thematic Mapping No 
Version Control No 

Employee Recognition

Goals Yes 
Leaderboards / Activity Tracking No 
Manager-to-Peer Recognition No 
Mention Management No 
Nominations No 
Peer-to-Peer Recognition No 
Performance Management Yes 
Rewards Catalog No 
Rewards Points Yes 
Social Recognition No 
eCards No 

OKR

Benchmarking No 
Feedback Management No 
Goal Management Yes 
KPIs Yes 
Prioritization No 
Progress Tracking Yes 
Strategic Planning Yes 

Performance Management

360 Degree Feedback No 
Compensation Management No 
Custom Rating Scales Yes 
Customizable Templates No 
Individual Development Plans Yes 
On-going Performance Tracking Yes 
Peer Appraisals Yes 
Review Cycle Tracking Yes 
Self Service Portal No 
Self-Appraisals Yes 
Skills Assessments No 
Weighted Performance Measures Yes 

Project Planning

Agile Methodologies No 
Budget Management Yes 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts No 
Kanban Board No 
Prioritization No 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management No 
Traditional Methodologies Yes 

Strategic Planning

Budgeting & Forecasting No 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs Yes 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards Yes 

Succession Planning

"What If" Scenarios No 
360 Degree Feedback No 
Career Development No 
Competency Scale No 
Employee Profile Yes 
Goal Management Yes 
Organizational Charting Yes 
Performance Management Yes 
Recruiting Management No 
Succession Management No 

Talent Management

Career Development Planning No 
Compensation Management No 
Competency Management Yes 
Employee Lifecycle Management No 
Goal Setting / Tracking Yes 
Job Description Management No 
Onboarding No 
Performance Appraisal No 
Recruiting Management No 
Succession Planning No 
Training Management No 

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