Alternatives to Financial Advisor for Excel

Vena Solutions provides an all-encompassing platform for financial planning and analysis (FP&A) that works harmoniously with Microsoft Excel. This innovative platform empowers companies to enhance their budgeting, forecasting, reporting, and financial closing activities through the use of AI-driven automation. By facilitating real-time collaboration, offering customizable workflows, and featuring user-friendly dashboards, Vena enables organizations to make well-informed decisions, boost operational efficiency, and ensure regulatory compliance. Additionally, Vena's compatibility with Microsoft 365 applications along with its robust data transparency capabilities delivers a unified source of truth for financial operations, making it an excellent choice for businesses, regardless of their size. With its focus on enhancing financial processes, Vena Solutions stands out as a valuable tool for organizations looking to streamline their financial management practices.

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.

You can effortlessly integrate financial statements into pre-established business templates or input Tax Return information into IRS forms with precision and efficiency. This allows you to devote less time to data entry and focus more on the essential aspects of the loan decision-making process. Beyond the standard analysis of financial statements, TAC CREDIT™ offers an extensive array of reporting options for various types of credits, including a complete selection of Narrative Reports, Comparative Global Cash Flow Analyses, and Stress Testing of significant cash flow drivers. Recognizing that each credit situation is unique, the lending decision plays a pivotal role in both community development and the advancement of your banking institution. TAC CREDIT™ supports a thorough examination of the financial data concerning each business and its personal guarantors. Additionally, it streamlines and enhances the efficiency of your annual review process. Financial data for every business is consistently updated for both interim and fiscal periods, ensuring all comprehensive reports and trend analyses reflect the most current information available. By leveraging these tools, you can achieve a more effective and informed lending strategy.

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

DrillPoint Reports features an intuitive interface that provides the flexibility to generate both straightforward and intricate financial reports, seamlessly integrated with your MIP Fund Accounting™ software. This tool empowers you to effortlessly retrieve your financial data within Microsoft Excel® and craft polished financial statements using a widely recognized spreadsheet application. With the capability to design a multitude of pre-formatted financial statement templates, DrillPoint Reports facilitates the creation of tailored, high-quality financial statements for presentation to your board members and external advisors. Furthermore, the software allows for advanced data manipulation, enabling you to incorporate formulas, graphs, and various sophisticated Excel features, thereby enhancing the overall impact of the information you share. This versatility ensures that users can effectively communicate their financial insights and analyses in a compelling manner.

Swift Finance offers a tailored solution for accountants and financial analysts in the finance departments of medium-sized enterprises. Our platform enhances the efficiency of essential financial operations, including month-end and year-end closures, as well as planning and forecasting tasks. Powered by the innovative infrastructure of Virtual Cube Solutions, we have supported finance teams in mid-sized and large organizations for over two decades, streamlining their financial processes. Users can work seamlessly within a conventional Excel sheet rather than utilizing pivot tables, enabling the drag-and-drop of data elements with ease. With just a single click, you can position your numbers exactly where you need them. Formatting, adding Excel formulas, and hiding rows or columns are all simple tasks. In addition, standard Excel worksheets facilitate data entry and validation, allowing for the creation and management of various budget scenarios directly within the Microsoft Excel environment. This flexibility also empowers users to quickly generate multiple iterations of their budgets, enhancing their financial planning capabilities. Overall, Swift Finance simplifies complex financial operations in a user-friendly manner.

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

CashValue is a cash management software that equips treasurers with essential daily insights for overseeing their cash positions, facilitating informed decisions regarding arbitrations and forecasts. This tool offers comprehensive oversight of all banking terms and conditions, enabling it to compute interest ladders for various bank accounts, taking into account retroactive values for any late entries. Beyond merely ensuring the consistency of balances and value dates, CashValue meticulously monitors bank charges, regardless of whether they are unit fees or commission rates, and accommodates various levels and tiers. Additionally, CashValue allows users to visualize the financial status of each subsidiary, while also streamlining cash pooling across bank accounts automatically. With minimal data entry required, the CashValue TMS significantly enhances decision-making capabilities and analytical processes, making it an invaluable asset for financial management. Ultimately, this software not only simplifies cash management but also empowers treasurers to optimize their financial strategies effectively.

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.

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.

What strategies can your finance department implement to enhance revenue, manage expenses, and mitigate risk? One effective approach is to leverage financial management software. By harnessing the capabilities of finance, you can introduce innovative business models, optimize your working capital, boost operational efficiency, and minimize potential risks. Explore the advantages of SAP solutions in this regard. Embracing innovation in your business models can lead to new avenues for growth, an uptick in cash flow, and sustainable revenue streams. Utilizing predictive analytics and subscription billing allows for precise assessments of financial repercussions and the forecasting of liquidity necessary to support new digital ventures. Moreover, intelligent process automation plays a crucial role in accelerating efficiency and responsiveness. The integration of AI and machine learning within finance can enhance operational workflows, improving productivity in areas such as financial closing, cash management, compliance reporting, and control monitoring. In the rapidly evolving business landscape of today, it is imperative to have real-time insights into your financial standing rather than waiting until the end of the fiscal year or even the month. Staying proactive in financial management is essential for maintaining a competitive edge.

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.

GnuCash is designed to be user-friendly while also being robust and adaptable, enabling users to manage their bank accounts, investments, and financial activities like income and expenditures. With an interface as simple and straightforward as a checkbook register, it adheres to professional accounting standards, guaranteeing accurate reporting and balanced financial records. The entire project relies on the efforts of dedicated volunteers for its development, maintenance, documentation, and translation. We encourage your participation in helping to translate GnuCash into your language through Weblate. Each transaction in the system requires that one account is debited and another credited for the same amount, ensuring that the financial records remain balanced, where the total of income minus expenses equals the total of assets minus liabilities. Furthermore, GnuCash's checkbook-style register offers a tailored, convenient, and familiar way to input financial transactions, making the process even more accessible. Your contributions can help enhance this valuable tool for users worldwide.

For more than thirty years, our offerings have brought standardization and enhanced efficiency to banking institutions and credit unions nationwide. We possess a deep understanding of your operational needs. Fiscal spreading and tracking are key solutions provided by Vision Software Solutions. Over three decades, we have partnered with thousands of bankers, with our average client maintaining a relationship with us for over 11 years. Recognizing the priorities that matter to you, we ensure our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading strikes a harmonious balance between consistency and adaptability. Time and again, as providers of banking software, we have encountered feedback that Excel-based processes for statement spreading and tickler tracking are often inconsistent, susceptible to errors, and labor-intensive. Furthermore, we have committed to keeping our products as independent solutions, given that spreading and tracking are too vital to be relegated as mere add-ons within larger comprehensive systems. In doing so, we empower our clients with the reliability and focus they need to thrive in their financial operations.

The essence of our business intelligence software lies in its user-friendly design. Utilizing Microsoft Excel, it features a familiar and intuitive interface that integrates a well-structured digital dashboard alongside unique income statements, balance sheets, and cash-flow reports, creating a thorough management reporting system. This capability empowers managers to evaluate their monthly outcomes against budgets, forecasts, and historical data, enabling them to swiftly identify areas that require corrective measures. The dashboard highlights key performance indicators using a traffic light system—red, amber, and green—to assist managers in visualizing their financial standings. By harnessing Excel's capabilities and building on your existing knowledge of spreadsheets, our business intelligence software offers a highly cost-efficient and straightforward performance management solution. Furthermore, this approach not only enhances decision-making but also fosters a more strategic understanding of financial health across the organization.

MYGIDE facilitates the integration of various business entities and segments through general ledger coding or customized user connections, enabling the seamless aggregation of data that is presented in structured reports and statements for efficient analysis. This system allows for immediate recalibration of changes made at any sub-level, reflecting those adjustments in higher-level summaries. Furthermore, MYGIDE computes both horizontal and vertical run rates, offering projections for short-term and long-term plans that are based on historical data, actual performance, and prevailing business trends. Users also have the flexibility to modify these trend-based run rates with their own assumptions, allowing for a more tailored approach. Additionally, different scenarios for what-if analyses or inclusion/exclusion evaluations can be created, saved, and compared for thorough assessment. MYGIDE promotes a collaborative budgeting and planning process, equipping operational division managers with the necessary data and tools to enhance their planning efforts, while the finance office benefits from real-time consolidation of all contributions. Ultimately, this integrated approach fosters improved decision-making across the organization.

IBM Cognos Controller enhances the financial close, consolidation, and reporting processes by leveraging the flexibility and cost-effectiveness of a cloud solution. This tool empowers finance teams to streamline and hasten the financial closing process while requiring little assistance from IT. Additionally, it aids finance teams in producing accurate financial outcomes, crafting insightful financial and management reports, and equipping the chief financial officer (CFO) with a comprehensive overview of essential financial ratios and metrics. By automating your closing processes, you can greatly simplify the provision of certified financial data. Users have the capability to adapt and manage evolving rules and procedures effortlessly, without the need for coding, scripting, or complicated languages. Furthermore, it facilitates the automation of intercompany eliminations, allocations, currency conversions, acquisition calculations, and beyond. The system also allows for tracking data flow during the consolidation, as well as monitoring the performance of subsidiary reporting through integrated workflow and status reports, ensuring transparency and efficiency throughout the entire process. This comprehensive approach ultimately leads to more informed decision-making and enhanced financial governance.

The BusinessRadar dashboard offers an all-encompassing view of your enterprise, spanning both historical data and future projections. By integrating selected KPIs, visualizations, and figures, it narrates a complete story of your business performance. With BusinessRadar, you can strategize more swiftly and precisely compared to conventional methods. The clarity it provides allows you to anticipate future trends with confidence. This tool simplifies the decision-making process within your organization, enabling you to concentrate on what truly matters: crafting and nurturing a lucrative business while ensuring a steady cash flow. Operating on Windows, BusinessRadar is a standalone application compatible with any accounting software and chart of accounts. Its implementation is seamless and quick, with budgeting, forecasting, reporting, consolidating, and simulating functionalities all accessible in just a few clicks. Recognized as the leading tool for financial management, BusinessRadar equips you with a precise overview of your company's financial health, ensuring you stay on top of your financial strategies. Additionally, its user-friendly interface enhances your overall experience, making financial oversight not only efficient but also straightforward.

Utilize innovative technology to eliminate monotonous and repetitive tasks. Our platform enables your team to automate manual processes that are prone to errors, resulting in improved efficiency, accuracy, and valuable insights. Consolidate data from various sources, maintain data integrity, calculate your VAT responsibilities, and file returns with HMRC seamlessly. Whether you're managing ERP data for transfer pricing calculations or determining intragroup pricing, our platform accommodates any data source, allowing you to implement your preferred transfer pricing methodologies and visualize their effects. Instead of relying on a precarious spreadsheet for your PAYE Settlement Agreement (PSA), utilize managed employee data to accurately process expense claims. Streamline salary data input to ensure that all calculations are handled without oversight. ARKK is designed to automate the financial functions of your organization. By substituting outdated tools with advanced technology, finance teams are empowered to unify their data, process information, and derive insights more swiftly and precisely than ever before, ultimately transforming the way they work. This leads to enhanced decision-making and better strategic outcomes for your business.

CData Excel add-ins can be installed directly into Excel. They allow anyone to connect to live data from over 200 data sources -- within Excel. Access data from your CRM, ERP, sales and marketing, as well as cloud and database tools, is possible quickly and easily. You can even push changes directly from Excel to your data, no matter where it is located. Connect to live data: - Quickbooks – Sage – Salesforce – HubSpot — Microsoft Dynamics 365 ­ MySQL ­ SQL Server eTrade — And many more. The CData Excel Addins simplify how you read, update, and write live data from desktop and web applications. Ideal for mass imports/exports/updates, data cleansing and de-duplication, Excel-based data analysis, and many other purposes. The Add-Ins provide powerful tools such as: - Bidirectional access to live data; - Simple-to-use configuration; - Quick data exports, imports, backups, and other integrations.

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

Argos Solutions offers top-tier loan management software tailored for financial institutions in the retail and wholesale lending, leasing, and investment sectors, with a primary focus on New Zealand and Australia. With a legacy of more than three decades, we have consistently delivered dependable and cutting-edge finance software to our clients. Our extensive experience in the competitive software landscape illustrates that our product suite embodies the principles of being 'ARGOS' – Accurate, Reliable, Great, Original, and Smart. Our comprehensive finance software is adept at managing various types of loans, including both fixed and variable loans, as well as different lease structures such as operating, finance, maintained, non-maintained, and wholesale financing options like floor plan finance, bailment, unit finance, and inventory finance. As the financial landscape evolves, we remain committed to enhancing our offerings to meet the dynamic needs of our customers.

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.

Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel.

Enhance the capabilities of finance departments with CXO-Cockpit, a robust performance reporting solution developed by CXO Solutions BV. This innovative platform eliminates the tedious and error-prone reliance on Excel for reporting by providing a streamlined, secure, and efficient performance reporting experience. Featuring a variety of pre-designed financial and performance reporting templates, as well as intuitive dashboards, CXO-Cockpit delivers valuable insights and analytics. It also supports the addition of Point of View (POV) comments, the sharing of storyboards, and much more. Moreover, this platform grants real-time access to key data from leading Enterprise Performance Management (EPM) systems, including Oracle, SAP, and Tagetik, empowering finance teams to make informed decisions swiftly. By leveraging CXO-Cockpit, organizations can significantly improve their reporting accuracy and operational efficiency.

MediaRights Revolution (MR2) is designed for broadcasting, production, and distribution firms in the film, music, publishing, and merchandising industries. Managing diverse intellectual properties - music, audiovisual content, texts, images, and brands - provides detailed metadata, including rightsholder shares, and securely stores digital content copies with shared access functionality. MR2 enhances licensing processes with real-time control, simplifying deal creation through contract templates. Manage financial reports, including licensee royalties, using intricate fund distribution calculations based on contracts and rights holders' shares. Ensure effective sales management through reports for counterparts and internal analytics. Automation in royalty and licensing payments accelerates workflows, reducing manual efforts and ensuring financial precision, enhancing efficiency, and lowering operational costs. Internal task management automates and guides deal preparation processes. MediaRights Revolution boosts your business with integration. Use API (500+ methods) with your corporate software—from bookkeeping to advanced broadcasting tools. Create an unified environment, providing an optimized operational experience.

Streamline your What-if analysis, Scenarios, and Monte Carlo Simulations by transforming your spreadsheets into engaging dashboards designed for forecasting and analysis. With just a few clicks, you can generate ready-to-present reports on What-if scenarios and Risk assessments. Whenever your model's structure or data undergoes modifications, simply re-run the analysis to maintain its accuracy. Enhance your presentations by converting your analyses into interactive 'what-if' calculators, enabling viewers to manipulate numbers and visualize their own forecasts based on your spreadsheet’s formulas. Our cloud solution adheres to top security standards and is accessible through any browser, while for those seeking complete control, Visyond is available for on-premise deployment or as a white-label option. By taking your Excel model, its formulas, and interface to the cloud, we automate complex workflows that would otherwise be challenging, all while preserving a familiar user experience. This innovative approach allows for greater flexibility and accessibility, ensuring that your analytical capabilities are always at your fingertips.

The primary obstacle that organizations and public services encounter today is ensuring regulatory compliance, making XBRL essential for financial reporting frameworks such as COREP, FINREP, and Solvency II. As the foremost innovator in regulatory reporting and taxonomy development, CoreFiling serves as a reliable consultant to regulators, governments, financial institutions, and filers around the globe. Meanwhile, True North® offers a financial data aggregation application that stands out as the premier source of public company information, encompassing SEC and Companies House filings. This advanced data platform by True North® enables users to effectively search, visualize, and analyze both individual company financial statements and intricate datasets. By establishing structure and meaning in complex and disconnected data, it is possible to define, normalize, and categorize information right from its source, thus enhancing data usability and insights. The integration of these technologies not only streamlines compliance but also empowers organizations to make informed decisions based on robust financial data.

Zumzum Financials is an accounting application that's fully integrated and designed for small and medium-sized businesses. It offers all the functionality you need in one package for one price. It also has a fast and efficient implementation. Zumzum Financials is built entirely on Salesforce. It allows you to unify front and back offices, and improve customer service. All this without manual rekeying. All information is visible on the Account to all those who need it across all departments. This allows customers to quickly and efficiently answer any question. Foster collaboration, gain 360-degree views of your customer, and simplify finance processes. Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.

Sheshi FR, a revolutionary SaaS app, is designed to optimize and streamline financial reporting processes. Sheshi FR, powered by artificial intelligence (AI), aims to empower finance professional by delivering a 'Print-Ready financials' at lightning speeds. The platform is designed to ensure accuracy and conformity, which will reduce the time and effort required for manual report preparation. Sheshi FR is the future of financial report generation, focusing on efficiency and precision while allowing professionals to focus their efforts on strategic decision making. Its ultimate goal is to redefine the role played by finance professionals such as Chartered Accountants (CAs), CFOs, Tax Professionals etc. By equipping them with cutting edge technological capabilities.

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.

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.

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.

FinPro offers a fully Excel-integrated Enterprise Performance Management (EPM) software suite designed to enable finance teams and professionals to generate tailored and impactful financial reports that enhance profitability and bolster the firm's competitive edge. The software is not only user-friendly and scalable but also packed with a variety of features. It encompasses four robust modules that address distinct requirements of a business, which include modules for reporting, planning, analysis, and data visualization, ensuring comprehensive performance management capabilities for various organizational needs.

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.

This robust Financial Management Software is designed to save valuable time and ensure the long-term financial stability of your municipality. With FMS, you have complete access to your financial overview, enabling you to execute intricate calculations with just a keystroke. You will never overlook a step in your procedures again, as FMS can function independently or seamlessly integrate into a customized suite that suits your specific requirements. Our company specializes in developing software tailored for the public sector, promoting efficiency, enhancing resident satisfaction, and facilitating financial management through our user-friendly and secure software solutions. Gather all your property data and access it from any location with FastTrackGov’s property management platform. The permitting process can pose significant challenges and consume a lot of time, even for veteran staff members. FastTrackGov’s Construction Permitting solution streamlines every phase with automated workflows, ensuring a more manageable and efficient approach to your permitting needs, ultimately allowing your team to focus on higher-priority tasks.

Accountail is a smart AI-powered software for accountants and auditors to create detailed accounting reports and analyzes from client or in-house business data. Accountail's capabilities allow users to create a variety of specialized reports, including financial analysis, performance analyses, and analytical reviews. How it works: Upload the documents in any supported file format, and Accountail will use its AI to create a narrative that is thorough and accurate. The platform's AI analyses the data, compiling it into a variety of insightful reports to help with compliance and decision-making. Accountail Enhanced Features Easy to use file uploading process that accepts a variety of formats. Automated generation complex reports that would otherwise take a lot of time to produce manually. Ability to handle multiple report types including but not limited cash flow analyses etc.

FairPlanner is a 360° Hospitality Financial Planning & Analysis Software. It is designed for efficient revenue & profitability planning for all departments based on hotel-specific P&L charts of accounts. It is your go-to hotel budget and forecast planning software. With interfaces to all major data integration systems (PMS, ERP, etc.), it is an intuitive planning & controlling solution with a dashboard of relevant KPIs; 360° insights at a glance.

GATHER.nexus, a financial accounting and reporting software, is designed to consolidate and report on financial data. It's a platform designed for Finance teams of multi-entity companies that use Xero or QuickBooks as their core accounting software.

We know about finance and the challenges of financial planning. We also know that the success of your planning is dependent on how fast you can create, analyse, and adapt the plan information. Global business makes planning and analysis more difficult due to the different regional requirements. This is why you need a system which can adapt to local variations within one global planning strategy. It is difficult and time-consuming to do this manually. Our financial planning and analysis software automates all planning activities, which saves time and reduces costs. ORYX Plan can be managed from one environment. Activities and business logic can also be managed and updated by regular team members. This means that you and your finance team have complete plan cycle control and version control.

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.

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.

EPIC by HOC is a robust, AI-enabled platform tailored for the evolving needs of the modern Office of the CFO. Designed with flexibility in mind, EPIC empowers finance teams to automate processes, unify data across systems, and gain real-time, actionable insights—without overhauling existing infrastructure. Whether you're struggling with fragmented reporting, multi-entity data silos, or delayed decision-making, EPIC serves as a centralized financial intelligence hub to streamline operations and enhance control. Built for Finance Teams: - Automate GL postings, reconciliations & compliance workflows - Seamlessly integrate with ERP, ETRM & other systems - Ask finance questions in plain English via NLQ (Natural Language Query) - Leverage AI-like analysis to identify trends, risks & savings opportunities Why Choose EPIC? ✅ Seamless Integration with Existing Systems ✅ Centralized Multi-Entity Data Management ✅ Flexible, Real-Time Reporting ✅ Audit-Ready Accuracy & Speed ✅ Minimal Manual Intervention ✅ Tailored to Your Business Processes With 20+ years of experience serving the Energy and Financial Services industries, HOC delivers enterprise-grade solutions you can trust. Get in touch with us to know more.

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.

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