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Description

Global Software's Spreadsheet Server is a robust reporting solution that integrates seamlessly with Excel, enabling businesses to enhance their accounting and reporting processes by directly linking their ERP data within the application. This innovative approach eliminates the need for manual data entry or the cumbersome task of extracting data back into Excel, allowing users to effortlessly access real-time ERP information, create reports instantly, and automatically distribute reports and other documents to their teams. With a client base exceeding 4,500 organizations globally, Spreadsheet Server is compatible with major ERP systems, including Oracle, Infor, Netsuite ERP, and SAP, making it a versatile tool for various business needs. As companies continue to seek efficiency in reporting, the ability to leverage live data directly in Excel becomes increasingly invaluable.

Description

Performance Canvas Financials offers a comprehensive, advanced, and user-friendly solution for financial planning and analysis (FP&A) that aims to simplify and intelligently automate the entire FP&A workflow from start to finish. This cohesive software facilitates financial reporting and analysis, consolidation, dashboarding, budgeting, and planning, seamlessly integrating as an add-on to your current ERP system to provide complete oversight of your financial planning and analysis needs. The cloud-based version of Performance Canvas Financials introduces the latest industry best practices in FP&A through pre-configured finance modules, which include components like cash flow management, capital expenditures (CAPEX), and financial consolidation. These modules leverage established best practices such as driver-based budgeting, drag-and-drop financial reporting, real-time financial forecasting, unlimited scenario analysis, assumptions testing, and allocations, all while supporting multiple entities and currencies. Additionally, organizations can benefit from activity-based costing, ensuring a thorough and precise approach to managing financial resources. With its robust features, Performance Canvas Financials not only enhances efficiency but also empowers users to make informed financial decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SAP Business One Yes 
Acumatica Cloud ERP Yes 
Epicor Kinetic Yes 
JD Edwards EnterpriseOne Yes 
M1 Yes 
MYOB Acumatica Yes 
Microsoft Dynamics SL Yes 
Microsoft Excel Yes 
NetSuite Yes 
Sage 500 Yes 
Visma Severa Yes 

Integrations

SAP Business One Yes 
Acumatica Cloud ERP No 
Epicor Kinetic No 
JD Edwards EnterpriseOne No 
M1 No 
MYOB Acumatica No 
Microsoft Dynamics SL No 
Microsoft Excel No 
NetSuite No 
Sage 500 No 
Visma Severa No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

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

Customer Support

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

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 No 

Vendor Details

Company Name

Global Software

Founded

1973

Country

United States

Website

www.globalsoftwareinc.com

Vendor Details

Company Name

DSPanel

Founded

1999

Country

Sweden

Website

www.performancecanvas.com/cloud-fpa/

Product Features

Accounting

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

Business Performance Management

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

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Procurement

Asset Management Yes 
Auction Management No 
Bid Management No 
Budget Management Yes 
Catalog Management No 
Contract Management No 
Inventory Management Yes 
Invoice Processing No 
PunchOut No 
Purchase Order Management Yes 
Receiving No 
Requisitions & Approvals No 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management No 
Issue Management Yes 
Mobile Access No 
Multi-Year Planning Yes 
Risk Assessment Yes 
Workflow Management Yes 

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
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 Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views No 
OLAP Yes 
Relational Display Yes 
Simulation Models No 
Visual Discovery 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 Yes 
Sensitivity Analysis Yes 
Thematic Mapping Yes 
Version Control Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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