
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Most finance teams run two systems: one for lease accounting, one for treasury, reconciled by hand. ZenTreasury runs both as one governed subledger, because the ERP that posts the journal entry does not know the contract behind it. ZenTreasury does.
Add a lease and the platform generates the full schedule automatically: right of use asset, lease liability, depreciation, interest, and balance carry forward, all following the standard from the moment the lease is saved. Index-linked remeasurement is handled automatically, with index rates, base values, and next indexation dates tracked per contract. Every later change, such as a scope change, term extension, rate revision, or partial termination, recalculates the schedule and logs it with a timestamp and user, so auditors get the before and after picture without asking.
On the treasury side: centralised FX position management across forwards, swaps, and cross currency instruments with mark-to-market valuations; internal and external loan tracking with valuation against yield curves and automated interest accrual; trade finance and guarantee monitoring with fee and exposure tracking; and group wide cash flow forecasting with scenario modelling, all multi entity and multi currency. Direct bank connectivity included.
One platform, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client directly to your contract data.
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Maple
Maple is a robust software application that fuses a sophisticated mathematics engine with an intuitive interface, allowing users to manage their calculations as if they were invaluable resources. It caters to a wide range of mathematical tasks, from basic arithmetic to complex computations, visualizations, data analysis, and algorithmic development. The platform creates an environment that optimizes the outcomes of your mathematical endeavors. With Maple, you can seamlessly validate, document, preserve, reuse, and adjust your calculations, which minimizes risk and conserves time and energy for both current and future initiatives. By centralizing all mathematical processes related to your project, you avoid the chaos of scattered notes across various formats, including notebooks, spreadsheets, and even informal records. This organization ensures that you will always have a clear reference for the origins of key figures, maintaining transparency and accuracy well beyond the completion of any project. In essence, Maple transforms the way you interact with mathematics, making it a vital tool for anyone engaged in quantitative analysis.
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Maple AI
Maple AI serves as a privacy-centric, versatile AI assistant tailored for professionals and individuals who value confidentiality in their online communications. Constructed with robust end-to-end encryption, secure enclaves, and a commitment to open-source transparency, Maple guarantees that your discussions remain your own, safeguarded, and available at any time and place. Whether you are a therapist handling sensitive client details, a lawyer preparing confidential materials, or an entrepreneur brainstorming innovative ideas, Maple AI facilitates secure and effective productivity. It enables seamless synchronization across various devices, allowing users to transition smoothly from desktop to mobile, ensuring they can continue from where they last left off without hassle. Maple AI creates a uniform and secure experience on all platforms. Its features, including chat history search, AI-generated chat naming, and tailored chat organization, significantly boost user productivity. Additionally, Maple provides a user-friendly interface that makes navigating through its features both intuitive and efficient, catering to a diverse range of professional needs.
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