Alternatives to CData Excel Add-Ins

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

SQL Spreads is a Microsoft Excel Add-in which allows non-technical users to easily Update Insert and Delete Data in SQL Server Tables directly from Excel. A SQL Spreads Designer creates controlled SQL Spreads Excel files that are connected to SQL Server databases. These documents are then shared with Data Editors, who take ownership of updating data and saving back changes in SQL Server.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

Flash Reports for QuickBooks Online transforms your Excel files into dynamic, easily refreshable reports that enhance financial analysis, budgeting, forecasting, and multi-entity reporting. By eliminating the need to repeatedly export data from QuickBooks to Excel and make manual adjustments, Flash Reports by Finatical Software allows you to directly refresh your QuickBooks Online financial information within your Excel spreadsheet, thus streamlining your workflow and guaranteeing that your reports remain precise and current. This innovative solution not only saves you valuable time but also enhances the overall efficiency of your financial reporting process.

Eliminate the reliance on static spreadsheets by integrating automated data feeds from your portfolio firms. Utilize advanced anti-fraud algorithms to pinpoint potential issues. Effortlessly access public and private comparables for discounted cash flow analyses. Generate current cash flow projections within minutes. Receive a comprehensive financial report monthly without needing manual updates. Ensure your spreadsheets are refreshed automatically with the latest data. Spot discrepancies and pose critical questions at the outset. If you’re investing without encountering financial fraud, it’s likely because you haven’t detected it yet. Enhance your data collection methods to secure precise, real-time insights regarding your investments. Obtain detailed financial information on both your existing and prospective assets. Move away from traditional Excel documents and tedious reminder emails to your portfolio companies. Optimize your data gathering approach by incorporating live updates directly into your models and spreadsheets on a daily basis. This transition not only saves time but also improves the accuracy of your financial assessments.

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

The shift from traditional accounting standards to the updated IFRS 16, AASB 16, and ASC 842 presents a variety of challenges for organizations, including the need for compliance with new regulations, the requirement for extensive data collection and processing, and the increased complexity of tasks for accountants. Rather than relying on outdated lease calculators, businesses should consider adopting modern, efficient, and user-friendly lease accounting software tailored to meet IFRS 16, AASB 16, and ASC 842 requirements. Our innovative lease accounting software not only streamlines processes but also provides exceptional adaptability and flexibility to suit diverse organizational needs. Whether you operate a SaaS company or another business type, the Soft4Lessee accounting solution enhances lease management, making it faster, more cost-effective, and significantly less cumbersome. Furthermore, with our software, you can automate numerous processes, effortlessly import and export data to and from Microsoft Excel, and integrate files in XML and various other formats, ultimately leading to improved operational efficiency and accuracy. This comprehensive approach ensures that your business remains compliant while optimizing its lease accounting practices.

No more repetitive monthly report downloads; with our new system, you only need to configure your reports once to keep them consistently updated. You can easily modify the company name on your template to generate identical reports for different clients in a matter of seconds. By establishing live reports, you can ensure they refresh automatically without any manual effort on your part. Uncover hidden variances and explore your transactions straight from your Google Sheet. LiveFlow allows you to integrate real-time data into your financial models seamlessly. Simply import your data and apply any formula you wish. Additionally, you have the capability to connect an unlimited number of QuickBooks companies to LiveFlow, enhancing your reporting efficiency even further. This streamlined process not only saves time but also improves accuracy in financial reporting.

Hubdoc allows you to seamlessly import your financial documents and convert them into usable data formats. The process of capturing your financial documents is straightforward and can be accomplished by taking photos with your mobile device, sending emails, scanning, or directly uploading files to Hubdoc. All of your essential documents are securely stored online in a centralized location. The platform automates data entry by extracting critical information from bills and receipts, such as supplier names, amounts, invoice numbers, and due dates, which can then be utilized to create transactions in Xero and QuickBooks Online, complete with the original source documents attached. By granting your accountant access to your Hubdoc account through an email invitation, they can effortlessly oversee your bookkeeping activities. This ensures that your accountant remains informed and engaged with your financial management, making collaboration more efficient.

Zebra BI allows you to create stunning reports and dashboards using powerful visualization tools within Power BI and Office. Our easy-to-use tools for creating meaningful, actionable and user-friendly reporting make it possible to deliver real insights in record time. Zebra BI can be imported into Power BI or Excel to create reports in minutes. Create actionable and understandable business reports and dashboards. Zebra BI visuals not only show you whether something is good, but also puts your data in the right perspective. You can better understand your company's performance by using advanced features like dynamic comments, focus modes, scaling groups, and drill-through. Zebra BI will simplify your data models and shorten your report dev time. Zebra BI simplifies your data models, and reduces the time it takes to develop reports.

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.

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.

After integrating your data, you can select from our top-tier applications and leverage insights gained from over 2,000 customer contributions for budgeting, reporting, and analytics via Microsoft Excel and data-centric content packs in Microsoft Power BI. Our goal is to keep evolving data-driven business applications by continuously incorporating feedback from our users. If you can envision it, we are committed to turning it into reality. Our solutions utilize the most advanced technologies from Microsoft. We provide assistance with a flexible data model that can operate in the cloud, on-premises, or in a hybrid environment, ensuring you maximize the potential of both Microsoft Excel and Power BI. By collaborating closely with our clients, we aim to tailor our offerings to their specific needs and aspirations.

Your enterprise relies on immediate data from its backend infrastructures to provide actionable insights and foster growth. The CData Power BI Connectors serve as an essential component in optimizing your data value chain. These connectors present the quickest and simplest approach to linking Power BI with over 250 enterprise data sources, allowing you to harness the full potential of Power BI for comprehensive data analysis. With ease, you can connect Microsoft Power BI to live data from accounting, CRM, ERP, marketing automation, as well as both on-premise and cloud-based systems for real-time visual analytics and reporting. Numerous popular data sources are supported by Power BI connectors, such as: - Microsoft Dynamics CRM - MongoDB - NetSuite - QuickBooks - Sage Intacct - Salesforce - SAP - SharePoint - Snowflake - And over 200 additional sources! Furthermore, the CData Connectors enhance query speed and performance with advanced features like DirectQuery and QueryPushdown, ensuring that your data analysis is both efficient and effective. These capabilities empower businesses to make more informed decisions based on the latest available information.

Your ERP can provide real-time planning, forecasting, and reporting. Limelight, the next-generation Excel, allows data integration, collaboration, and control. All your data is in one place. Limelight connects your data and people in one location. This increases communication, makes work visible, and speeds up time to insight. You can get your forecasting and budgeting done faster, with more accuracy, and with greater collaboration from all departments. Limelight allows you to view and analyze reports in real-time, drill down into transaction details, and provide information via narratives that managers understand and can use to make informed decisions.

Easily share and publish your financial information with your audience, allowing you to upload your Chart of Accounts, budgets, and ledgers independently, or request our assistance if needed. Visualize complex budgeting and expenditure data through a variety of charts, transitioning from high-level summaries to detailed insights for a comprehensive understanding. Track trends over time with straightforward yet robust analytics that cater to both casual users and experienced analysts alike. Users can explore data across time and account categories, with results conveniently sorted and paged by default. For localized analysis, detailed data can be exported to Excel or CSV formats, or you may choose to share report views on social media platforms. Additionally, embedding a report view into your own web pages is a seamless process. Your published reports will be accessible to thousands, so you can rest assured that scaling issues are managed effectively. This enables you to focus on what truly matters—making informed financial decisions.

Are you tired of remapping financial data? Reach allows financial professionals to sync financial data directly from the source, creating beautiful reports for clients. You can choose from pre-built reports, dashboards, and metrics, or create your own. Access your financial reports and dashboards on any device. You can create universal reports and dashboards that will work for all your clients. They will also be automatically updated. You can save time and frustration by not having to remap data for financial reports. The data can be viewed live from 35,000 feet, or through a microscope. It's never been easier to share specific data. Reach Reporting was built on a spreadsheet platform and is designed to make the lives of CPAs easier.

Financial Advisor for Excel is an add-in tool designed specifically for Microsoft® Excel®, featuring a collection of 74 financial calculators that streamline essential financial computations, ultimately saving you both time and energy. These versatile calculators cater to a wide range of assessments, including cash flows, loans, investments, future values, rates of return, financial analyses, and personal financial management. Users simply need to input the required data, and the calculators will instantly generate the desired results. To ensure a seamless experience, it is important to uncheck the checklist before clicking the OPEN button, which notifies Windows that the file is secure and prevents the confirmation window from appearing again for this particular action. This user-friendly approach makes it easier for individuals and professionals alike to manage their financial calculations efficiently.

Qvinci stands out as a pioneer in the realm of financial reporting technology on a global scale. Our innovative software seamlessly integrates with QuickBooks®, Xero®, MYOB®, and Excel®, delivering valuable reporting and transformative analysis. The setup process is both swift and straightforward, leading to immediate impacts on your financial insights. The foundation of Qvinci rests on a clear vision: to equip the accounting, franchising, and multi-unit sectors with affordable, ERP-like solutions that facilitate financial data consolidation, automate reporting, enhance workflow management, and provide advanced business intelligence via the cloud. Currently, Qvinci's top-tier solutions empower users by offering actionable insights, ultimately driving increased operational efficiency, more profound financial understanding, and enhanced profitability. By integrating with platforms like QuickBooks, Xero, MYOB, and Excel, Qvinci ensures that users consistently access the latest and most precise financial data available, enabling smarter business decisions and strategic growth. This commitment to excellence and innovation solidifies Qvinci's position as an indispensable tool for businesses seeking to thrive in a competitive landscape.

bluQube accounting software gives mid-sized businesses the tools and insights they need to succeed. The right software will allow your finance team to focus on the important things, such as strategy and bottom line. We do things differently to deliver real, tangible benefits to our customers. We're an Oracle Gold partner that delivers True Cloud Accounting, fixed-cost implementations, real-time reporting, full UK support and software that integrates with anything!

Datarails is a financial analysis and planning platform that automates financial reporting. It also allows finance teams to continue using Excel's familiar spreadsheets and financial models. Finance teams can spend more time analysing data and less time collecting it by automating tedious manual processes. It also allows them to answer crucial strategic questions such as what they can do to increase revenue or reduce expenses.

Sage 200 enables you to manage your business and accelerate your growth with Microsoft 365. Part of Sage Business Cloud. Get rid of downtime by using a solution that is available 24/7, 365-days-a-year. On the go, manage your accounts, customers, manufacturing, supply chain and business intelligence. Sage 200 combines the power and productivity found on desktops with the freedom and control provided by smart, secure software. You can also collaborate in real-time with your team. Our solution is designed to support manufacturers, distributors, and business services. Control your business and gain full visibility of your operations. Excel allows you to manage multiple companies, and access key insights and reporting on the move. Get market-leading, business-wide software that has all the features and functions you need, when you need them. Scalable solutions will grow with your company.

Longview Close streamlines your consolidation and data validation processes, significantly speeding up the close cycle. By integrating data from a variety of sources, including Excel spreadsheets and legacy EPM systems, our solution allows you to focus less on data management and more on deriving actionable insights. The report outlines market trends and customer satisfaction metrics that encompass financial, operational, and strategic performance management. Transition from tedious manual batch operations to enhanced data visibility, thanks to comprehensive reporting and the ability to drill down into source data. Our cloud-based automated data management system organizes consolidation tasks, providing you with a single, centralized platform for all your performance data needs. Furthermore, Longview Close boasts the largest selection of plug-and-play applications available in the market, making it easier than ever to tailor the solution to your specific requirements. This level of customization ensures that you can adapt quickly to changing business conditions and stay ahead in a competitive landscape.

Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.

The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see. No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? Be a more confident business owner and strategically manage your business from day one - onward.

Jet Analytics empowers business users to effortlessly create visually appealing reports and dashboards within Excel or Microsoft Power BI. With the ability to access your dashboards via the web or mobile devices, you can easily detect trends, identify anomalies, and resolve issues from any location. Transform corporate business intelligence into a seamless experience with pre-built cubes, a comprehensive data warehouse, and a vast array of dashboard and report templates tailored for Microsoft Dynamics. By utilizing Jet Analytics, you will start obtaining valuable insights from your very first day. Implementing a system of record that incorporates historical data alongside various data sources ensures that everyone operates from a consistent set of information and shared "truth" when generating reports. This reliable data fosters a unified approach that can significantly enhance revenue generation across the organization. Furthermore, the intuitive design of Jet Analytics allows users of all skill levels to make informed decisions, thereby driving business growth more effectively.

Whether you are assessing liquidity, streamlining collections, or merging balance sheets from various assets, Helix analyzes numerous financial data sources, QuickBooks documents, and personalized records to deliver immediate, current reports. Are you tired of spending weeks to set up data for complex financial reports, only to repeat the process each time you need them? With Helix, you can quickly generate centralized financial reports from a variety of investments, partnerships, and accounting systems. You can establish rules to address or correct discrepancies in names, accounts, or transactions, all while ensuring data integrity through rigorous cross-checking. You only need to configure your rules once, as Helix retains this information, allowing you to generate precise, updated reports with just a click. Seamlessly integrating with your existing accounting platforms, Helix requires no changes to your current system. You can effortlessly consolidate and analyze even the most challenging financial reports, giving you the insights you need at your fingertips. With Helix, you can enhance your financial decision-making process significantly.

Financial Statement Analysis is a specialized software tool aimed at organizations that follow IFRS and GAAP accounting principles. This application facilitates a comprehensive evaluation of a company's financial health by analyzing the most recent financial reports available. By inputting the IFRS financial data from both the Statement of Financial Position and the Income Statement, the software evaluates key aspects of the business such as Profitability, Solvency, Capital Structure, and Liquidity, ultimately producing a detailed financial report that includes ratios, charts, graphs, and thoughtful commentary concerning the company's overall performance and assigned rating score. Utilizing advanced business intelligence algorithms, the system automatically generates insightful commentary that reflects the company's performance and its rating. Users have the flexibility to download the report in multiple formats, including Word documents, Excel spreadsheets, and PDFs, enabling further customization and analysis according to individual requirements. Additionally, this feature allows stakeholders to easily share and present the findings in various professional settings.

PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy. The result: Teams can spend more time analyzing data than organizing it. Effective collection, no overhead PortCos offers automated data requests. No duplication of work when you use Docs and Forms to get metrics Dashboard to track requests status and data gaps Zero manual work No more copying and pasting from Docs into spreadsheets 100% accurate data extraction, no checks required Alerts sent automatically when key metrics change Track everything that Matters PortCo metrics can be captured. Track actuals and estimates Audit trails for tracking metric history and re-statements Create insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived Metrics across your Portfolio Benchmarking effectively with time-shifts

SBS Financials provides seamless multi-entity accounting and financial reporting. We also offer automated workflows that are tailored to your business. Core accounting includes: * GL, AP and AR, Bank Rec * Imaging * Approvals * Budgeting * Automated intercompany transactions Our integrated system allows users to move easily between departments, locations, or entities. All transactions can be processed in one system with the Payroll HR module. APIs can be used to automate data imports or exchange information between your proprietary software and other software. SBS is an American company. Our headquarters is in suburban Minneapolis. We provide support and software development, even in the coldest temperatures. We also offer direct implementation. We ensure a timely Go Live and keep your project within budget. We offer 24/7 access to our training resources, live support and online training.

Create models, coordinate planning, and evaluate actual results through visually appealing dashboards. This robust financial modeling, planning, and analytics software is adaptable for various sectors. It offers greater usability than any other dedicated solution or spreadsheet alternative. Transition from numerous spreadsheets to a consolidated financial model that streamlines processes. With a unified model featuring a built-in timeline and faster, cleaner natural language formulas tailored for financial tasks, along with convenient shortcuts, you can effortlessly generate key financial statements. These statements are automatically refreshed in your Dashboard, ensuring you always have up-to-date information. New data entries are seamlessly integrated into your model the moment they are inputted. Synchronize your ERP data effortlessly through the Farseer API, allowing for real-time updates in your financial model. Schedule a demo today, and we’ll demonstrate how Farseer can enhance your financial management. Each new data point entered into Farseer updates the model for all users simultaneously, ensuring everyone has access to the latest information.

Syft is used by thousands of companies to make better business decisions using financial data. Try today, no credit card required. Visualizations, beautiful reports, and forecasts that work bring insights to life. With the ability to detect anomalies and calculate health scores, you can spend less time reconciling and reviewing data. Real-time monitoring across all businesses and consolidation allows you to keep your finger on the pulse of performance. Real-time integrations to your favorite accounting or e-commerce software so you can concentrate on analysis and output. Secure-by-design infrastructure with built-in protection on an international network to protect your data. You can learn quickly by working with live instructors or with migration assistance if other tools are used.

The most powerful stock API on market democratizes financial data. Real-Time RESTful APIs & Websockets for Stocks, Currencies, & Crypto. Free access to real-time stock APIs, institutional-grade fundamental data, and other data to boost your investment. We provide detailed financial statements that go back over 30+ years for global companies. Comprehensive dividends data for 30 years is also available. Comprehensive list of shareholders, both individual and institutional. Real-time earnings notifications, historical surprises, analyst price target, upgrade/downgrades and real-time earnings notification. Comprehensive ETFs & Indices data including profile, holdings, industry exposure, and historical constituents. 25 years of historical data on the US market, updated in real time. Direct connection to over 10 forex brokers. With a single API, you can connect to 15+ cryptocurrency brokers. Our API supports precomputed technical indicators and support/resistance level levels, pattern recognition, aggregate indicators' signal, as well as precomputed technical indicators.

Transform how you approach performance reporting by integrating continuous insights, real-time planning, and collaboration tools that are readily available. Ensure that decision-makers have immediate access to a single source of truth regarding critical business metrics. With SAP Digital Boardroom, data is not just presented, but it narrates a compelling story, enhancing board meetings into engaging and personalized experiences. Empower yourself to make informed decisions at crucial times by seamlessly accessing and interacting with your key data, all unified in one reliable source. By linking experiential and operational data, you can derive meaningful insights from your KPIs, visualize performance indicators, and harness intelligent analytics. Propel organizational change through enhanced collaboration and elevate productivity by sharing resources instantly. Approach meetings with enhanced confidence, benefiting from a distinct user experience that delivers real-time insights for optimal results. Additionally, foster collaborative decision-making with dynamic data visualizations and adaptable layouts that respond to evolving needs. This holistic approach not only streamlines workflows but also enriches the decision-making landscape significantly.

The Yokoy tool utilizes your receipts, vendor invoices, and various actions to intelligently learn and automatically populate expense forms and invoices, including VAT details, on your behalf. It identifies anomalies, rule breaches, and possible fraudulent activities, forwarding these cases for further manual examination. The entire process, from submission to integration with your accounting system, is seamlessly automated. Uniquely, Yokoy enables the mapping of your specific company workflows without requiring a dedicated development team for coding and ongoing maintenance. Effective integrations play a crucial role in streamlining data flow across diverse tools, as Yokoy connects with all major third-party applications and offers a complimentary "OpenAPI" platform for all partners and customers. Additionally, this flexibility ensures that businesses can adapt the tool to fit their evolving needs efficiently.

Gain insights into essential metrics like LTV/CAC, magic number, and payback period to evaluate the effectiveness of your sales team in driving revenue growth. Tailor your customer data analysis by any attribute to identify which segments to prioritize for acquisition and which customer accounts merit further investment for growth. Effortlessly categorize data to assess customer performance based on their selected plans or products, allowing you to concentrate on the business areas that yield the highest returns. By integrating your systems with Subscript, we only utilize the necessary components to ensure the product operates seamlessly for you, maintaining full transparency regarding the data we access. We securely store crucial information to facilitate rapid report generation, providing you with diverse analytical options. Subscript continuously tracks updates in your data, offering you a real-time perspective on your business activities, thus enabling better decision-making and strategy formulation. This proactive approach allows you to remain agile and responsive to changing market conditions.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

Experience the premier solution for Performance Management and Business Intelligence. Effective planning and in-depth business analysis lay the foundation for enhanced performance and sustainable growth. With Mercur Business Control, you gain access to a quick, straightforward, adaptable, and economical solution for budgeting, forecasting, reporting, analysis, and strategic goal management. Successful businesses thrive on making timely decisions that are supported by reliable data. Mercur Business Control addresses the performance management challenges your organization faces, enabling you to concentrate on what truly matters. This platform simplifies the handling of extensive data sets, converting them into actionable insights with ease. Our user-friendly business intelligence dashboards empower you to track your business performance, discern patterns, and make well-informed decisions based on comprehensive insights into both financial and operational metrics. Ultimately, Mercur Business Control not only streamlines your processes but also positions you to seize new opportunities for growth.

Uplinq harnesses advanced machine learning and a skilled team to ensure your bookkeeping is always current while converting your data into valuable financial insights with just a single click. The traditional methods of managing bookkeeping, taxes, and finances often lead to wasted time and resources, which is where Uplinq comes in. Our approach transcends basic bookkeeping by delivering financial intelligence specifically tailored to your business needs, updated weekly for optimal relevance. With our data-centric technology, you can effortlessly link to the various institutions and tools essential for running your operations. Shouldn’t managing finances be this straightforward? Our system monitors your business activities and automatically sorts your transactions, enabling us to furnish you with weekly financial analytics without the usual barrage of inquiries. Many entrepreneurs find it challenging to leverage their financial data effectively, but Uplinq directly addresses this issue. You will gain a comprehensive overview of your business, refreshed in near real-time, ensuring that you are always informed and ready to make strategic decisions. By simplifying financial management, Uplinq empowers you to focus on growing your business.

Customized financial models, advanced KPI dashboards, and insightful recommendations from our specialists empower you to enhance customer loyalty, secure funding, and surpass your goals, all supported by our team's wealth of knowledge and experience. These tools are designed for you to easily access or present to your board or venture capital team. Employing a full-time executive can be a significant financial burden, but our service provides the advantages of extensive SaaS finance expertise at a fraction of the typical cost. We are deeply immersed in SaaS financial matters every single day, effectively becoming an integral part of your team. The SaaS model diverges from conventional business practices, and your financial systems should reflect that difference. Eliminate uncertainty regarding the optimal ways to leverage your data; we have established SaaS-specific frameworks for your metrics to facilitate precise business decisions in collaboration with our knowledgeable team. Regardless of whether you're facing resource constraints or simply lack the time to strategize effectively, we are committed to addressing the unique needs of your business and helping you thrive in the competitive landscape. Our approach ensures that you are not just keeping pace but are also positioned for growth and success.

ProForecast is a strategic planning and forecasting tool tailored for the Mid-Market, enabling users to conduct both high-level forecasts and detailed analyses for deeper insights. It empowers companies to make swift and precise future decisions, transforming extensive tasks that typically take months into manageable weeks, weeks into mere days, and days into just hours. By leveraging our Rapier AI Engine, users can significantly cut down on system implementation durations as well as monthly, quarterly, and annual closure times. The solution includes an Import Manager and a comprehensive training package, ensuring substantial returns on investment. Users can generate insightful and visually appealing reports through our Business Intelligence and Data Visualization features. Additionally, it facilitates the creation of custom dashboards with specific reports that cater to both internal and external stakeholders. As a cloud-based SaaS application, ProForecast can be accessed seamlessly from any device, anywhere, providing users the flexibility to analyze their data with as much detail as necessary. This capability to delve into granular data analysis further enhances the decision-making process for organizations.

Subsidiary accounting journals can be seamlessly imported or uploaded in any compatible format with your accounting software. Rephop retains a record of all business combination and asset sale transactions entered during consolidation. Transactions from subsidiaries that operate in foreign currencies are converted to group currency using daily exchange rates. Utilizing advanced machine learning techniques, we identify intergroup transactions from the imported data. With just a few clicks, you can access your financial figures. If you've encountered consolidation errors in the past, our expert consultants are ready to assist you. Designed with CFOs in mind, Rephop is user-friendly and requires minimal training, as the interface is intuitive and self-explanatory. Regardless of the type of consolidation transaction you need to document, Rephop allows you to do so effortlessly. Remarkably, this powerful tool remains lightweight and efficient, ensuring it does not overwhelm users.

Costpoint Manufacturing brings efficiency and digitalization to all aspects of the operations process, from bid to shipment. This will increase profitability and project success for government contractors. All data and financials are linked in one secure system. Paper processes can be digitalized, as data is captured, stored, and analyzed in real time, right down to the project level. Assemble and allocate costs consistently. This will make it easier to adhere to contract requirements. Modernized, flexible, and integrated automation allows for visibility into process control and changes. Automate and connect finance and production processes for better accuracy, true costs, and audit readiness. You can leverage contract flow downs as well as organizational, project, and part security. Automate traceability for every transaction

Gain comprehensive insights into your vacation rental performance without the complications of spreadsheets. Stay informed about your monthly statistics while having the flexibility to adjust variables for future planning. Understand precisely where your income is generated and monitor both revenue and expenses effectively. Share financial data seamlessly with your realtor to facilitate the selling process. Effortlessly import bookings from platforms like Airbnb and HomeAway, and access all your reservations through a unified calendar. During tax season, easily provide revenue and expense details to your CPA, ensuring accuracy and transparency. When considering a sale, you can readily supply your realtor with essential financial insights. With myVRnumbers, all your vital information is readily available from any location via this web application. The platform is designed to be mobile-responsive, enabling you to manage your rentals conveniently from your phone. Additionally, the sharing feature becomes invaluable; while searching for our second home, we faced significant challenges in obtaining reliable revenue data for potential properties, underscoring the importance of such a tool. This ensures that you can make informed decisions based on accurate financial data, enhancing your overall investment strategy.