Best Finance Software for Microsoft Excel - Page 14

IRIS CARBON is an advanced cloud-based platform designed for managing disclosures and regulatory reporting, enhancing the processes of creating, reviewing, validating, tagging, and submitting intricate financial and non-financial documents, including Annual Financial Reports, ESG disclosures, SEC/EDGAR filings, ESEF/XBRL/iXBRL submissions, FERC reports, ACFR filings, and various other required digital disclosures across different global taxonomies and jurisdictions, all within a unified collaborative space. By automating the collection of data, implementing structured tagging, and conducting quality checks, it boosts both accuracy and transparency of the information presented. The platform fosters collaboration through role-based access and version control while seamlessly integrating with commonly used applications like Word, Excel, and PowerPoint, which aids teams in minimizing reliance on manual spreadsheets, cutting down on errors, and streamlining iterative review processes. Additionally, IRIS CARBON offers specialized modules tailored for ESG reporting that comply with significant frameworks such as GRI, SASB, TCFD, and CSRD/ESRS, thus supporting centralized compliance workflows. This comprehensive approach not only simplifies complex reporting tasks but also enhances the overall efficiency of financial and sustainability reporting.

Orca is an all-in-one fund management software specifically created for venture capital and private equity firms, aiming to automate and enhance essential fund processes within a single platform, thereby replacing outdated manual procedures and disconnected tools with comprehensive solutions that boost both efficiency and insight. With contributions from numerous VC firms, Orca consolidates investor relations and onboarding through a contemporary digital LP portal and streamlines subscription workflows, while also handling portfolio performance monitoring, fund performance analytics, predictive modeling, market research, financial reporting, and personalized reporting dashboards that empower firms to make informed decisions and track vital performance metrics in real time. Furthermore, it features secure data rooms for the organization and distribution of important documents to potential investors, integrates data from investors and portfolio companies to create in-depth performance analyses, and offers customized dashboards that cater to the specific needs of each firm. By facilitating collaboration and transparency, Orca helps firms not only improve operational efficiency but also strengthen their relationships with investors.

CtrlPrint is an innovative cloud-based platform that facilitates collaborative corporate reporting, simplifying the comprehensive process of creating, reviewing, managing versions, tagging, and publishing various reports, including financial, sustainability, and regulatory documents, which aids teams in minimizing manual tasks, ensuring accuracy, and adhering to compliance standards. By centralizing all operations—from drafting and editing to review, approval, and final publication—it accommodates key reporting formats like ESEF, UKSEF, CSRD, DK-GAAP, Inline XBRL (XHTML), and print-ready PDFs from a unified source, thereby decreasing redundancy and the likelihood of errors. The platform provides secure, role-specific access along with audit-proof version control, allows for seamless integration of live data from Excel and Word into structured formats with automatic updates, and promotes collaboration through well-defined workflows, permissions, and real-time visibility for all contributors involved. Additionally, built-in XBRL tagging, validation tools, and compliance features guarantee that all regulatory requirements are satisfied, making it an essential tool for modern corporate reporting. This functionality not only enhances efficiency but also empowers organizations to maintain high standards in their reporting processes.

Stacks is an innovative platform that leverages AI to streamline financial closing and automate accounting processes, empowering finance teams to achieve month-end tasks with enhanced speed and precision. By unifying financial operations into one cohesive workspace, it allows organizations to automate key functions such as reconciliations, journal entries, variance analysis, and reporting, all while maintaining full integration with their ERP systems. Its agentic AI capabilities enable the platform to learn from both accounting data and team interactions, facilitating automatic transaction matching, discrepancy identification, and explanation generation within a secure and auditable framework. Additionally, teams benefit from real-time insights into their responsibilities, timelines, and financial patterns via dashboards that monitor progress and identify potential risks prior to their escalation. Designed to minimize reliance on manual spreadsheets and disjointed processes, Stacks consolidates data across various entities and currencies, ensuring robust governance and traceability are upheld throughout. This comprehensive approach not only enhances efficiency but also fosters a more organized financial environment.

Vayu is an innovative revenue management and billing solution powered by AI, aimed at streamlining the entire contract-to-cash process for contemporary digital enterprises. By integrating operational data such as product usage, API interactions, and service activities with contract stipulations and pricing strategies, it transforms these activities into precise billable items and invoices in real-time. Its no-code design empowers finance and revenue teams to set up intricate pricing frameworks—be it subscription, usage-based, hybrid, or outcome-oriented—without needing any engineering support. Vayu efficiently gathers usage data from various sources, including data warehouses, APIs, and operational systems, and utilizes a metering engine to standardize these events while applying established billing rules. Additionally, the platform features automated contract intelligence that extracts key commercial elements, pricing tiers, and billing timelines from contracts and CRM data, ensuring that invoices consistently align with signed agreements. This comprehensive approach not only enhances accuracy but also significantly optimizes the revenue collection process for businesses.

Drivepoint is a smart finance platform tailored for consumer and CPG brands, utilizing data and AI to streamline forecasting, scenario planning, and financial analysis. By replacing traditional spreadsheet workflows, it integrates data from various sources like wholesale, Amazon, direct-to-consumer, and retail, which allows teams to create precise financial models and forecasts much more quickly. The platform enhances core forecasting tasks with AI-driven insights, enabling users to accurately predict comprehensive financial statements, including profit and loss, balance sheets, and cash flow. Additionally, it facilitates swift scenario planning, empowering users to generate and compare numerous business scenarios within seconds, thereby assisting teams in evaluating the financial ramifications of their decisions without the need for cumbersome manual modeling. Ultimately, Drivepoint revolutionizes the financial planning landscape for brands, ensuring they can respond to market changes more effectively and efficiently.

Mosaic is an advanced, AI-powered platform for deal modeling that caters to the needs of private equity firms, investment banks, and deal-making teams by automating and standardizing their financial analysis processes. By moving away from conventional spreadsheet-based methods, it implements a structured and rules-driven approach to swiftly produce accurate deal calculations, enabling users to transform basic deal materials like CIMs and financial statements into comprehensive LBO and operating models in just a matter of minutes. The platform prioritizes speed, precision, insight, and transparency, allowing teams to minimize the time spent on formula linking and instead concentrate on assessing investment opportunities and making informed decisions. Its robust modeling engine guarantees consistency by removing typical spreadsheet pitfalls such as broken links or overlooked calculations, while also providing complete traceability of assumptions and results. Additionally, this innovative solution fosters collaboration among team members, ensuring that everyone is aligned and informed throughout the financial analysis process.

Simplify and enhance your content management processes with DocStar ECM and DocStar AP Automation. Designed for scalability and collaboration, DocStar ECM equips expanding businesses with the tools necessary for informed decision-making and rapid returns on investment through features like intelligent data capture, streamlined workflows, and comprehensive business insights. Accessible as both a cloud service and an on-premises solution, DocStar ECM facilitates efficient teamwork from any location and on any device. Furthermore, it seamlessly integrates with various business applications such as accounting, ERP, HRIS, and EMR. With powerful and cost-effective document management and automated accounts payable solutions, DocStar AP Automation empowers your team to work smarter. Discover how to streamline your accounts payable process with AP360, enabling the creation and processing of secure and user-friendly e-forms to capture, verify, approve, and sync data with essential business systems. This innovative approach ensures that your business remains agile and responsive to its needs.

Planful, which was previously known as Host Analytics, stands out as a leading provider of adaptable, cloud-driven enterprise performance management (EPM) software solutions. Designed specifically for large organizations, Planful allows users to seamlessly incorporate realistic modeling data into both operational and financial business strategies, assess forecasts against actual results, and engage with essential stakeholders through a unified, user-friendly platform. Utilizing Planful enables finance teams to enhance their organizational performance by streamlining, speeding up, and synchronizing all financial operations. This comprehensive approach not only boosts efficiency but also fosters stronger collaboration among team members, ultimately driving better decision-making processes.

SYMPAQ SQL is a specialized accounting tool designed specifically for the needs of government contractors. Developed by Aldebaron, this solution enables these contractors to manage the complex requirements of government contract reporting and invoicing effectively. It features a comprehensive suite of integrated solutions that encompasses General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Billing modules, among other functionalities. With SYMPAQ SQL, users can streamline their financial processes and ensure compliance with rigorous government standards. This platform not only enhances efficiency but also supports the growth and success of government contracting businesses.

The Diligent One Platform, formerly HighBond by Diligent, is a GRC platform designed by experts in the industry to improve IT security, risk, compliance and assurance. Built by industry professionals who wanted to improve the way they work. Diligent One Platform streamlines collaborative work across organizations, automates tedious tasks, and delivers the best practices through a seamless interface powered by ACL Robotics. Diligent One Platform consists of several products, each of which covers a different aspect of your organization's governance. These products form the HighBond collective software platform. The Diligent One Platform, the only unified platform designed to centralize all board management and GRC functions is the only solution that can do this. Get a consolidated overview of risk in your organization. Curate it and deliver it to the board so they can take better decisions.

Eliminate the tedious and inconsistent methods of gathering and merging financial data that often lead to confusion in definitions and approaches. CONTROL® provides a solution that significantly improves the speed and accuracy of information available to stakeholders. The growing challenges associated with data collection and consolidation can hinder efficiency. Additionally, internal systems often suffer from discrepancies and outdated methodologies, causing delays in producing necessary stakeholder insights. This sluggishness affects personnel morale, leaving them feeling overwhelmed and less productive. By enhancing the responsiveness and accuracy of information generation, businesses can also lower their maintenance and administrative costs. Furthermore, this system seamlessly integrates with current infrastructures, creating a unified view of your financial landscape. It also opens up new opportunities for deeper analysis and scenario testing, paving the way for previously unattainable applications and insights. Ultimately, this transformation leads to a more proactive approach to financial management.

Down To Earth offers a comprehensive suite of software applications specifically tailored for small to medium-sized enterprises. Our mission is to deliver a holistic solution that caters to the distinct requirements of the accounting, distribution, and light manufacturing sectors. By automating both financial and operational processes, our products significantly enhance efficiency. In a straightforward manner, Down To Earth equips businesses with the essential information needed to thrive in the current marketplace. Moreover, our software is compatible across various system platforms, allowing you to leverage modern technology while safeguarding your hardware investments, regardless of future system changes. This adaptability is a clear benefit in today’s rapidly evolving technological landscape. Additionally, our committed customer support team provides an extensive array of training and support services designed to align with your schedule and budgetary constraints. Ultimately, we aim to empower your team with the necessary tools to maximize the potential and effectiveness of Down To Earth software, ensuring your business remains competitive and successful.

The CreditLens platform from Moody’s Analytics empowers financial organizations to enhance their commercial lending strategies by promoting greater speed and efficiency in their processes. Its cutting-edge technology facilitates uniform data spreading, which supports comprehensive analytics, such as portfolio comparison and benchmarking that improve risk assessments. Users can tap into robust financial evaluations that generate dual risk rating models, or customize rating models to align with their specific internal credit standards and risk assessment criteria. Additionally, refine your risk evaluations through relationship hierarchies either created within CreditLens or imported from your CRM systems, allowing for extensive modeling across various risk entities, relationships, and hierarchies. The platform also incorporates business rules to reduce errors and boost data accuracy, guiding users through the credit risk assessment process in line with established banking policies. Furthermore, it provides options for data auditability, deal approval structures, conditions precedent, and adherence to covenants, ensuring compliance with both internal and external policies. Ultimately, CreditLens stands as a comprehensive tool designed to optimize the lending process while ensuring thorough risk management practices.

Create dynamic reports featuring real-time, interactive data without needing to grasp the complexities of Oracle's row and column structures in FSG. Enhance and streamline your daily reporting tasks by easily accessing your EBS data through Excel. The robust integration utilizes the Oracle data dictionary to handle complex table joins, queries, and calculations, ensuring quick and precise reporting that requires no technical expertise. This seamless approach allows users from all backgrounds to generate insightful reports effortlessly.

We assist you in merging information from all your various tools, applications, and databases, as we are entirely neutral regarding data sources. You won't have to grasp a new reporting syntax; instead, you can compile data from different platforms into an Excel report with just a click. Your tailored solution will be ready in a matter of weeks rather than dragging on for months, allowing you to focus on your core responsibilities while we handle the complex tasks. Our system enables data to be imported from any origin into the Dataccuity central repository, and we offer the option to host your information either in the cloud or within your current on-premise setup. Our streamlined data integration product eliminates reporting inaccuracies, enabling quicker, data-driven decisions with reliable information. You prefer to visualize your data in a personalized manner, and we will serve as the lens through which you can view everything tailored to your business needs, ensuring you have a comprehensive understanding of your data landscape. Furthermore, our solution empowers you to gain insights and make informed choices that can drive your business forward.

Automated underwriting empowers Commercial Real Estate Brokers, as well as CRE investors and lenders, to quickly access projected cash flow information within minutes. This process is essential for assessing the financial risks and potential profitability associated with a property. Thanks to advancements in Artificial Intelligence (AI) and Machine Learning (ML), the tedious tasks of document parsing and calculations that real estate analysts traditionally face are streamlined through automated underwriting solutions. OS/Rent Roll extraction, along with underwriting and workflow automation software, can operate at speeds and cost efficiencies that are ten times better than previous methods. By significantly reducing the hours spent on manually extracting financial data from operating statements, rent rolls, and trailing statements, industry-standard loan models can now be prepared swiftly. Users can conveniently upload various documents in any format, with the assurance that their uploaded files will be securely stored in a personal data vault. The Clik engine processes these documents and extracts vital financial information in mere seconds, boasting an impressive accuracy rate of over 99%. This level of efficiency not only enhances productivity but also empowers users to make informed decisions faster than ever before.

Dasseti delivers innovative software solutions tailored for the due diligence and oversight of asset and fund managers. By integrating a robust and adaptable suite of features, Dasseti streamlines the assessment of funds through tools such as a digitized due diligence questionnaire engine, an automated response flagging and scoring system, research and review management, customer relationship management (CRM), collaboration tools, workflow management, an external managers portal, and comprehensive analytics. Our mission is to empower investors and investment consultants to enhance the effectiveness of their fund due diligence and monitoring processes through the power of digitization and automation. The solutions offered by Dasseti are designed to assist a variety of clients, including investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurance companies, and banks, in selecting or overseeing managers across diverse asset classes such as equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti aims to revolutionize how these entities manage their investment strategies and relationships.

CTRL/Finance is a specialized software solution designed specifically for managing accounting tasks, setting itself apart in the marketplace with its unique features. Its advanced capabilities, such as a fully integrated management dashboard, elevate it beyond mere accounting functionalities. Furthermore, when paired with its leading partner, CTRL/Project, the management opportunities are significantly enhanced, incorporating project management into the equation. For those in search of reliable and robust accounting software, CTRL/Finance is equipped to fulfill both immediate and long-term financial management demands. The software offers remarkable adaptability, making it suitable for a diverse range of environments and requirements. This versatility is further exemplified by the inclusion of four different modes for capturing time cards and expense records, as well as a “centralized entry” feature that ensures comprehensive input management by the administrative team. Ultimately, CTRL/Finance stands as a comprehensive tool that not only meets current needs but also evolves alongside future demands.

Assisting employers, payroll services, and benefits providers in fulfilling ACA obligations for healthcare coverage reporting to the IRS, this software streamlines the creation and printing of IRS forms 1094 and 1095 (versions B and C) while also enabling e-filing of data with the IRS. Designed for user-friendliness, it allows printing on both preprinted and blank forms, with additional corresponding forms and secure envelopes available through ComplyRight. Our aim at ComplyRight is to alleviate the challenges employers face in tracking and adhering to the intricate landscape of federal, state, and local employment laws, empowering them to concentrate on their core business activities. The software simplifies ACA reporting requirements through its Windows-based platform, tailored for those who need to generate, print, and deliver 1094-B, 1095-B, 1094-C, and 1095-C forms to employees, followed by filing them with the IRS. A comprehensive guide with step-by-step instructions assists users throughout the filing procedure, while templates enable easy data import from MS Excel®. This comprehensive approach not only saves time but also ensures accuracy in compliance reporting, making it a valuable tool for businesses of all sizes.

The APIs integrated into our ClearProcess editor facilitate automation that can range from simple tasks to comprehensive business processes encompassing numerous activities. These automations can be initiated by human operators, voice commands, text messages, emails, and various other mechanisms. ClearProcess serves as a unified platform for all automation technologies, allowing for the orchestration of significant automation that leads to remarkable increases in productivity. Ensure that your automations remain intact during upgrades by steering clear of screen-scraping methods. Our approach focuses on automation at both the API and database levels, making it possible to scale operations to accommodate hundreds of thousands of users across essential business processes. ClearWork supports Attended RPA for all bots within ClearProcess, enhancing user interaction. By consolidating data and functionalities across various systems, you can establish a single source of truth. Additionally, we provide thousands of pre-built automation solutions tailored for SAP, Salesforce, Oracle E-Business Suite, PeopleSoft, and numerous other packaged software systems, significantly accelerating implementation and efficiency. This extensive library of resources ensures that organizations can rapidly adopt automation without having to start from scratch.

ClientTrade® is our well-established solution for corporate clients, currently utilized by over 30,000 businesses globally. The latest iteration, CTNet, is a J2EE web-based platform that seamlessly integrates with BankTrade, our back-office application, as well as various third-party Trade Finance systems. In line with the ongoing evolution of BankTrade®, CTNet adheres to a similar developmental approach, featuring a comprehensive product roadmap that guarantees its leading position among client-facing solutions. This innovative web-based platform enables banks’ corporate clients to efficiently create and oversee their Trade Finance transactions and associated activities via an intuitive and interactive web portal. Furthermore, CTNet includes a comprehensive reporting feature that generates standard reports for each module, with outputs available in both PDF and MS Excel formats. Its user-centric design, along with beneficial features like email notifications, significantly improves the level of customer support provided. Additionally, the continuous updates and enhancements planned for CTNet will ensure that it remains a vital tool for corporate clients in the dynamic finance landscape.

Tactic integrates seamlessly with the rest of the accounting software to save businesses time. Tactic combines your crypto-financial activity across exchanges and wallets to integrate with traditional accounting software such as QuickBooks. We envision a world in which every company embraces crypto. Tactic is developing the financial operating system that will power the next generation businesses built on blockchains. With a crypto accounting platform, Tactic saves businesses time every month. It seamlessly integrates with other accounting systems. We index on the lightest processes that make it possible to get things done. It's important to put something out there and get feedback early to determine if we are on the right track. Assume that people's intentions are positive. Accept feedback and give it. We can always improve.

Alkymi is an innovative platform that harnesses AI to automate data processes, specifically in the realms of investment and private markets, by transforming unstructured documents into organized, interactive datasets that seamlessly integrate with a firm's existing systems and workflows. This comprehensive solution facilitates the retrieval, ingestion, transformation, validation, and real-time delivery of structured portfolio data extracted from a variety of complex documents, including capital calls, quarterly reports, financial statements, subscription and offering memorandums, and loan agent notices, all from a unified interface. By leveraging cutting-edge AI technology, machine learning, and large language models, Alkymi streamlines numerous investment document workflows, enabling teams to efficiently capture increased volumes of data, enhance operational productivity, expedite deal reviews, and swiftly adapt to market fluctuations, all while accessing richer data in real time. This capability allows businesses to stay agile and informed, ultimately driving better investment decisions and outcomes.

Jet Reports: A powerful financial and business reporting tool that can be used in Excel or on the internet. Excel makes it easy to create, analyze, and distribute reports in just minutes. Built for Microsoft Dynamics NAV and 365 Business Central. Drag-and-drop interface allows you to create custom reports from your ERP. No IT or consultants required. You can click on any number to instantly access all the underlying information so you always have the right answers. You can easily import real-time data directly from your ERP into your spreadsheets, without needing to download a new CSV each time. With just one click, export data from ERP into Excel. No more manual downloads, CSVs, or manual imports.