Alternatives to CubeWeaver

Macabacus is the best productivity and brand compliance tools available to help you create better presentations and models faster in Microsoft Office. These tools are essential for consultants and power finance users. Power users can use these tools to address common problems and make it easier to build financial models. Visually identify inconsistencies and errors in your models that could lead to costly mistakes. You can quickly create complex charts, check brand compliance, add components, and much more. To improve Excel's stability and performance, declutter and reduce spreadsheet file sizes. Synchronize the table of contents and section slides/shapes to allow you to focus on the content. You can quickly align, resize, or otherwise manipulate shapes without the need for tedious manual adjustments.

Budgyt is a budgeting software that's affordable and intuitive for small businesses. Budgyt is a cloud-based budgeting software that helps small and medium-sized businesses as well as non-profits to eliminate the risks of traditional spreadsheets. You can save 80% on the time and expense involved in managing multiple budgets for different departments or projects. Data sheet, formulas and user management are some of the top features. Reports, versioning, dashboards and user permissions are also available.

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.

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.

Automate What-if analysis and Monte Carlo simulations. Visualize your spreadsheets to create interactive dashboards for forecasting or What-if analysis. In just a few clicks, you can create What-if, Scenario and Risk analysis reports. To keep your model current, if the structure or data of your model changes, simply re-run the analysis. Make impactful presentations of your analyses. Turn them into interactive "what-if" calculators that allow viewers to play with the numbers and create their own forecasts. Our cloud service works in a browser and we use security best practices. Visyond can be purchased on-premise or white-label for complete control. Your Excel model, formulas, and interface are stored in the cloud. This allows you to automate workflows that would otherwise be difficult. All while keeping things familiar.

Synario is an industry-leading platform for financial modeling that answers tomorrow's questions. Synario will help you make data-informed financial decisions that will lead your company to a brighter future. Switch to a purpose-built modeling platform that enables advanced modeling, analysis, insight, and reporting. Synario gives your finance team a complete view of your financial future with its patented layering technology and automated financial statements. Contact us to learn how Synario can benefit your organization.

Create models, plan and compare actuals in stunning dashboards. Financial modeling, planning, analytics, and reporting software that is suitable for all industries. It is easier to use than any other specialized spreadsheet solution. A centralized financial model replaces tons of spreadsheets. A centralized model with an inherent timeline, cleaner natural language formulas that are specialized in financial modeling, and built-in shortcuts. You can quickly create the most important financial statements and have them automatically updated in your Dashboard. Easily integrate newly entered figures with your model immediately after an entry is made. Automatically sync ERP data using Farseer API to instantly get the most recent data in your model. We invite you to book a demo and show you how Farseer will improve your financial game. Farseer updates the model instantly for each user with every new input.

Swift Finance is a business solution for accountants and financial analysts who work in the finance department of medium-sized companies. We make it possible for key financial and accounting processes to be optimized, such as planning, forecasting, and month-end. Virtual Cube Solutions' technological framework makes Swift Finance possible. Since 1995, we have been supporting Finance departments in large and mid-sized businesses. We help them improve their planning, forecasting, and month-end processes. You will need to work in an Excel sheet and not a pivot table. Drag and drop data elements directly into the Excel sheet. In just one click, your numbers will be displayed exactly where you want them. It's easy to apply formatting, add Excel formulas, or hide rows/columns. For data entry and validation, use a standard Excel worksheet. Microsoft Excel allows you to create and manage budget scenarios. You can quickly create iterative versions for your budgets.

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

IBM Planning Analytics powered by IBM TM1® is an integrated planning tool that promotes collaboration within the organization and helps keep up with modern business. This enterprise performance management solution is equipped with a powerful calculation engine that allows you to go beyond spreadsheets and automate the planning process to get faster, more accurate results. Unify multiple data sources into one repository to simplify data and empower users to create complex, multidimensional models that can deliver more reliable forecasts. Automated, reliable planning is better for business than time-consuming and error-prone planning. Unify data, break down silos, and synchronize planning across organizations to get the whole picture and create integrated plans. You can see the impact of your decisions before you make them. You can also adjust your plans in real time to adapt to changes.

DrillPoint Reports has an intuitive interface that allows you to create simple and complex financial reports. All of these reports can be integrated with your MIP fund Accounting™. DrillPoint Reports makes it easy to access your financial data in Microsoft Excel® and create high-quality financial statements with a familiar, intuitive spreadsheet application. DrillPoint Reports allows you to create custom, high-quality financial reports for your board or external advisors by using any number of pre-formatted templates. DrillPoint reports allows you to manipulate data, add graphs and other advanced Excel features to maximize value of the information that you present to others.

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.

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.

Get more from your FP&A spreadsheets. Microsoft Excel-based Corporate Performance Management software. Automate low-level tasks and give your data structure. This will help you plan better financial and operational operations. Our interface makes it easy to create cubes. Each cube can have multiple dimensions and dimension members. Connect Excel cells to any cube cell. Our modern Microsoft add-in allows you to upload and download data from cloud to your spreadsheet templates. You can use Pivot tables or other business intelligence tools to analyze data the way you want. Our workflow manager makes it easy to create complex tasks and attach templates so that approval and completion can be automated. You can customize alerts and notifications to keep users informed. PivotXL is a great option if you email Excel files back-and-forth or use a Corporate Performance Management System to bring it all down into Excel and re-do your formatting.

Make use of technology to automate repetitive, tedious tasks. Our platform allows you to automate manual and error-prone tasks to increase efficiency, accuracy, insight, and productivity. You can combine data from multiple sources, verify data quality, calculate your VAT obligations, and submit returns to HMRC. To calculate intragroup pricing or TP charges, you will need to juggle ERP data. You can use the platform with any data source. You can apply any version of any TP method to see the impact. Instead of using a cumbersome spreadsheet to calculate your PAYE Settlement Agreement, (PSA), use managed employee data to process expenses. Feed salary data through to ensure that you never miss a calculation. ARKK automates the finance function. Finance teams can replace outdated tools with smart technology to gain insight from their data faster and more accurately by integrating and processing it.

To accelerate planning cycles and improve forecast quality and budget quality, integrate planning and consolidation data into one platform. Enterprise participation: Get involved at the edges of your organization in all planning processes to increase visibility and accountability. Advanced analytics and in-context analysis: Analyze data throughout an application at the speed of thought without external BI tools. Your business processes: Plan across revenue and expenses, operations, people and profit at a granular scale, in the same platform that Longview Close, Longview Tax and Longview Transfer Pricing. Flexible dynamic modeling: Flexible and adaptable - a future-proof engine for modeling to meet today's needs and tomorrow's.

You can now stop downloading the same reports each month. You can now set up your reports only once and we will ensure that they are always current. You can easily swap out the company name on your template to create the same report in seconds for another client. Set up live reports that will automatically refresh without you having to do anything. Discover the underlying variances of your transactions and drill down directly into your Google Sheet. LiveFlow allows you to feed real-time data into your financial model. Import your data, and then write any formulas on top. LiveFlow allows you to connect an unlimited number of QuickBooks companies.

Don't pay for poor spreadsheet templates or financial analysts to manage your most important business part. Pry is a tool that allows founders to create a current and accurate financial plan. It is easy to spot discrepancies by seeing where you are each month. You can plan for your key hires with an intuitive interface. Pry will automatically calculate monthly costs for your hires. You can use custom formulas to forecast any situation. A revenue model that is easy to understand can be created. Pry's Financial Report is an integrated 3-way forecast that combines three key reports into one consolidated report. All your financial information on one page.

Streamline accounting and financial reporting using the only modern general-ledger that speeds up your close process, reveals additional financial insights, and supports multientity and currency consolidates. Automate revenue accounting, reporting, and invoicing using Campfire. It unifies revenue data and customer data from multiple sources and supports a wide range of business models, including enterprise software and consumer fintech. Automate and streamline your accounting tasks to reduce the time it takes to close your books, elevating your accounting team from data entry to data management. Advanced financial reporting will help you gain greater visibility and unlock actionable KPIs. The first accounting platform to scale with your business, with support for multi-entity, multi-currency, and multidimensional reporting.

Spreadsheet software that helps you make better business decisions. Enhance your financial modeling process. Use powerful APIs to accelerate data integration. Collaborate effectively with any size team.

Dryrun provides real-time dynamic forecasting, streamlining cash flow and sales projections with an easy-to-manage data control system. Its user-friendly, unlimited scenario modeling enables the exploration of various possible outcomes prior to making decisions. Covering everything from effective cash flow management to the consolidation of operations across multiple locations and real-time currency conversion, Dryrun makes complex financial data simple and digestible through its sharp, clear visuals. Spending a minute in Dryrun equates to an hour saved from spreadsheet work, offering instant forecasting, total data control, and vivid visuals to navigate your business forward.

Replace spreadsheets that are hard-coded with data feeds from portfolio companies. Use anti-fraud algorithm to identify red flags. DCF analysis can be done instantly using public and private comps. Cash flow forecasts can be created in minutes. Every month, you'll receive a standard financial report. Update your spreadsheets automatically. Ask the right questions and identify issues early. If you are an investor and haven't discovered a financial fraud, it is likely that you haven't yet. Automate the data collection process for accurate, real-time information on your portfolio companies. Financial data in real-time on your current and future investments. Forget about hard-coded Excel sheets and reminder emails sent to your portfolio companies. Streamline the data collection process by integrating live data into your spreadsheets and models.

End users can use Incisive Xcellerator™, software to do their jobs efficiently and with high accuracy. Xcellerator works seamlessly in Microsoft Excel and detects and helps to resolve errors and risks. It also provides insight into spreadsheet construction. Spreadsheets are critical for business decisions and must be reliable. Spreadsheets can be distorted by fraud, out-of-date references, and other errors that can lead to bad decisions. Xcellerator guarantees reliable data that is free from errors and can be relied on to make good decisions. Xcellerator's strength lies in its extensive testing, which covers everything from formula errors and cell accuracy risks to hidden error and regions that are broken. Xcellerator delivers fast results with high accuracy so spreadsheet reviewers can eliminate hours spent manually checking. Management can rest assured that there are no material errors or possible fraud.

Existing processes can be slow and manual or require long lead times if you work for an external agency. It is a waste of time to reinvent the wheel each and every time, or to create a new narrative. It can be difficult to produce consistent reports both internally and externally that tell the story behind your numbers. Furthermore, the facts or numbers in your final reports may be out-of date before they are published. Lack of compliance or control during the "close-to-disclose" period can waste hours. Data are manually copied and pasted into source systems, spreadsheets, and files are sent back and forth via poorly controlled channels like email. You should create clear annual, quarterly and other external business reports, as well as management summaries for each company or group.

Boost your enterprise performance management through fast integration, real time reporting, and sophisticated planning tools. Organizations are becoming more complex. They require management of changing corporate structures, large amounts of data, and changing market conditions. Calumo, which provides automated reporting, planning and budgeting solutions, is now part of the insightsoftware family. It supports extended planning and analysis to improve corporate performance management. insightsoftware's strategy is a way to provide the best financial and operational reporting and planning solutions for all companies, regardless of size, ERP, EPM or reporting environment preferences.

Without the hassle of spreadsheeting, you can get an in-depth understanding of your vacation rental numbers. Know your monthly stats. Variables that can be adjusted for future guidance. Know exactly where your revenue comes from. Track revenue and expenses. Share revenue information with your agent. Import bookings from Airbnb & HomeAway. All of your bookings can be viewed in one calendar. Share revenue/expense information easily with your CPA during tax season. When you decide to sell, you can easily share valuable revenue information with your realtor. MyVRnumbers makes it easy to access all your information from anywhere you are via this web application. You can access the site from your smartphone via mobile. There's also the sharing feature. It was nearly impossible to obtain accurate revenue data for potential properties when we were searching for our second home.

Once your data has been connected, you can choose from our best-practice apps and benefit from our work with over +2000 customer input. We are committed to building data-driven apps for businesses with customer input. We will make it happen if you can imagine it. All of our solutions are built using the most recent Microsoft technologies. We can help you create a dynamic data model in Cloud or Local og Hybrid, and ensure that you make the most out of Microsoft Excel and Power BI.

It's now easier to predict and manage the future of your company. PlaceCPM syncs with Quickbooks and Xero to enable quick and accurate financial forecasting, cash projections and budgeting. It also unifies data to create visual reports and facilitate intuitive collaboration. PlaceCPM makes it easy to save time and empowers you to make the business decisions that will benefit your company. PlaceCPM gives finance teams the flexibility and speed they need to produce the financial forecasts necessary to grow and manage the business. You can build more robust financial models that are flexible and adaptable to the changing business environment. Dynamically generate cash projections and P&L forecasts based on real transactions. This will allow you to achieve a new level in accuracy and efficiency. With features that simplify complexity, manage revenue like a pro with features that make it easy.

Flowpilot provides transparency in all financial matters. You can connect your bank and the accounting department in just a few steps and plan your future cash flow. Smart tools and artificial intelligence help you make better business decisions based on meaningful scenarios. flowpilot connects to your bank accounts daily and processes them with your accounting. You can work error-free because of the consolidated data. Our software is better than the rest: You can test it for free and see all the features in our product demo. You can cancel flowpilot at any time. German financial experts developed flowpilot in Berlin. We are able to cater to the needs of medium-sized businesses. All data is stored in secure cloud "Hosted in Germany". No matter what concern or question you may have, our support team will be there to help you.

With just one click, you can decide what is important and add it to the report. You can tell the best business story without having to sweat. You can save hours per day on calculating and verifying numbers. You can now focus on the strategy that is most important to your clients. Before sharing with clients, collaborate with colleagues. Inline commenting allows you to improve alignment. Before sharing with clients, collaborate with colleagues. Inline commenting allows you to improve alignment. Live collaboration is key to making faster decisions. All your financial discussions can be done in one place with Inline Commenting Digits uses a deep understanding of your financial history to automatically map every transaction to the appropriate vendor and expense category. Digits learns with every transaction and continually updates its algorithms to ensure that your finances benefit from all data points. Digits works for you, becoming smarter every day.

These legacy consolidation products become less accessible to your business and can pose unacceptable risks to your business. Because financial consolidation is managed separately from financial plan, it can be difficult to maintain a single point-of-truth. For auditors, static spreadsheets are not sufficient. Consolidating financial statements shouldn't be time-consuming, tedious, or manual. IDL Konsis is able to eliminate the time-consuming manual processes of finance and accounting, so you can have a quick, optimized close. We implement fully compliant, standard consolidations that meet all requirements for group reporting. IDL is a leader in corporate consolidation functions.

Spreadsheet Server by Global Software, an Excel-based reporting tool, is designed to help businesses streamline their accounting and reporting tasks. It connects ERP data directly within Excel. Users no longer need to manually rekey data or download data back into Excel. Users can easily import their ERP data directly into Excel and create reports right away. They can then share reports and other files to their team. Spreadsheet is used worldwide by more than 4500 customers and supports major ERP systems like Oracle, Infor and Netsuite ERP.

Real-time dashboards are available for K-12 finance leaders to help them make better decisions. The dashboards are easy-to-read and visually appealing, giving your team real-time visibility to your financial and HR performance. This allows you to spend more time preventing problems or making data-driven decisions rather than digging through spreadsheets.

Our business intelligence software's key feature is its simplicity. It uses Microsoft Excel to create an intuitive and familiar user interface. This combines a digital dashboard with distinct income, balance sheet and cash flow statements to provide a comprehensive reporting system. It allows managers to quickly assess their monthly performance against their budget, forecast, or prior periods, and determine where corrective action is required. Managers can see the financial performance of their enterprise by identifying key performance indicators using the digital dashboard. Our business intelligence software is extremely cost-effective and easy to deploy. It leverages Excel's power and capitalizes on your existing knowledge and investment into spreadsheets.

Jedox offers integrated enterprise planning solutions that are more advanced than spreadsheets. Jedox's integrated planning solution combines enterprise planning, data analysis, and reporting to help organizations improve collaboration between teams, create accurate forecasts, analyze and report, and provide greater process transparency and transparency. Jedox is available from any device, and also has inbuilt integration.

Joiin makes consolidating financial reporting simple. Joiin allows you to manage multi-entity or multi-currency group consolidations, and create great-looking reports and reporting packs using your Xero data, Sage, Sage, Spreadsheet, and QuickBooks data. Automate your group financial reporting with a single keystroke Financial reporting software that is affordable and easy to use.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Jet Analytics is designed to allow business users to create visually stunning reports and dashboards within Excel or Microsoft Power BI. You can access your dashboards from the web or mobile device and quickly spot trends, spot anomalies and fix problems. Pre-built cubes, a data warehouse and an extensive library of report and dashboard templates make it easy to create corporate business intelligence. Jet Analytics will give you valuable insight right from the beginning. A system of record that includes historical data as well as multiple data sources ensures that everyone has the same information and "truths" to run their reports. To drive up revenue, everyone can rely upon the governed data.

Briq can help you expect predictable profits, a reduced workload, and accurate data to make informed business decisions. Slow processes, massive spreadsheets, and out-of-date information are all factors that keep your business from reaching its full potential. Briq can modernize you business with smart data-entry robots, automated workflows, and simplified financial processes. While accounting, project management, CRM, and CRM systems can digitize certain areas of your business, they can also create a vacuum in the middle of how you run your business. Briq can unify your systems. We are a culture of innovation. Our solutions are innovative and cutting-edge. We work with you. Our experts work with your finance team. We are committed to your success. Our platform helps you achieve better business results.

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.

Quaestor, an automated financial collaboration platform, helps founders and investors move faster together and make better, more forward-facing decisions. You can get the information you need quickly and easily. Quaestor makes it easy to collect key metrics from portfolio companies. It does this through data integrations, a user-friendly interface, and automated workflows. You and your founders will save time and have immediate insight into the performance of portfolio companies. You and your team will be able to quickly find what they are looking for, whenever they need it. You can say goodbye to legacy software, siloed spreadsheets and personal inboxes. Access company data across your portfolio, including financial metrics and investment details, and collaborate with your team and founders in real-time.

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.

Foresight Intelligence Financial Information System consolidates all financial information in one place, eliminating any potential errors and saving time. You can easily create reports for different audiences and securely share information with the right people at right times. Automate the automatic pull and refresh of your financial information, regardless if it is in a business system. Report generation is quick and easy. Users can drill down to find the answers they need. No more manual entry and the potential errors that can be associated with it. Different stakeholders need different reports and information. With Foresight Intelligence, you can easily access all your aggregated and automatically generated data and create reports for any of these needs. It's also easier to find and share exactly the information you need with drill down and pivot capabilities.

Your company's future will be brightened with color. Real-time business strategy. You can get started quickly with a pre-built toolbox. Instantaneous native data connectors. Imagine scenarios on steroids that allow you to focus on strategic decision making. Powerful capabilities allow for easy modeling of any planning or forecasting application. Insightful reporting in real time. Models and dashboards that are shared. The platform allows for discussion and decision-making. The platform offers a pleasant interface for all team members at all levels. Easy tracking of data edits. Secure data connectors. Enterprise-grade data governance. By design, end-to-end traceability is possible and clearances are provided. Scale your business in the right way. Make numbers a common language everyone can understand. With confidence, you can anticipate the future. Real-time visualization, understanding and execution.

Our intelligent finance platform lets you get rid of the limitations of legacy applications and spreadsheets. A single, extensible platform that combines financial consolidation, planning and reporting allows you to unify all aspects of financial consolidation, planning, analysis, and reporting. You can conquer the complexity of financial close, consolidation planning, reporting, analysis and reporting. OneStream supports corporate standards and also meets more specific line of business planning requirements. Teams can use trusted financial intelligence to large amounts of operational data to identify trends and financial signals that will allow them to make informed decisions at the speed of business. OneStream's integrated understanding of accounts, currencies and ownership can help you speed up time to value. A unified application replaces multiple legacy systems and cloud point solutions.

Financial Statement Analysis is a software program that can be used by companies that adopt the IFRS or GAAP accounting standards. This software allows for a detailed performance evaluation of the company by analyzing the most recent financial reports. The system generates a financial report that includes charts, graphs, ratios, and comments about the company's performance. Complex business intelligence algorithms generate automatic comments about the company's performance. The report can be downloaded to your computer and edited as you wish. The report can be downloaded as a Word file, Excel spreadsheet, or PDF.

HOC's Enterprise Platform for Integrated Compliance (ePic) is a mission-critical platform for modular technology that can be used across the enterprise. Integrates with disparate enterprise-wide system (ERP, Transaction, and other external). Consolidates data from multiple sources to maintain a single version of the truth. This allows for the modeling and automation data transformation. Allows for various types of user-driven financial or compliance reporting. Future changes in rules, data structures and reporting processes can be accommodated.

Our products have been standardizing and enhancing efficiency for banks and credit unions throughout the country for over 30 years. We know how you work. Vision Software Solutions offers fiscal spreading and tracking. Over three decades of experience working with bankers, our average customer has been with Vision Software Solutions for more than 11 year. Because we know what is important to you, our approach for banking software solutions, credit analysis, loan exception tracking, financial statement spreading, and financial statement spreading, always balances flexibility and consistency. As banking software providers, we have heard it repeatedly that Excel-based tickler tracking and statement spreading processes are inconsistant, prone to error, and slow. We have maintained our products as standalone solutions, as spreading and tracking are too important to be added-ons to large end-to-end systems.

Unified transactions, analytics and planning to improve the entire lifecycle. Intelligent automated processes that streamline and increase throughput. You can choose from subscription- or usage-based billing models that best suit your business' needs. Real-time evaluations and actionable insights are available at the point of decision. Comprehensive analytics can help you increase profit and reduce costs. Real-time reporting, predictive analysis, and integrated business planning allow you to assess profit and margin contribution. Analyze customer experience strategies and manage profitability. Allow subscription-based revenue models. Identify the product or service combination that best suits your customers. With a complete view of your customer, you can deliver consolidated invoices, manage credit scoring and resolve disputes. Simplify financial close and accounting. A single journal that combines financial, management accounting, and profitability data.

Every firm is different. Success looks different for each company. We have the experience to implement technology for a variety of needs to help advisors from all types of business models fulfill their fiduciary responsibilities. We look beyond technology to provide an experience that pushes your limits and drives you to innovate, disrupt, win, and continue to win for many years.