Best Markitsoft Control Panel Alternatives in 2024
Find the top alternatives to Markitsoft Control Panel currently available. Compare ratings, reviews, pricing, and features of Markitsoft Control Panel alternatives in 2024. Slashdot lists the best Markitsoft Control Panel alternatives on the market that offer competing products that are similar to Markitsoft Control Panel. Sort through Markitsoft Control Panel alternatives below to make the best choice for your needs
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Banker's Dashboard
Deluxe
6 RatingsAccess your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable. -
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Budgyt
Budgyt
233 RatingsBudgyt 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. -
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Modeliks
Modeliks
$19 per monthFinancial & Business Planning Software for Startups and SMEs - Modeliks Create a fundable pitch deck, business and financial plan and investor reports. Guided business planning software. No experience required. Modeliks can help your startup and/or SMEs build a professional financial model; create an investor ready pitch deck or business plan and report to investors with automated dashboards. with easy to use interface no business planning experience is required. Modeliks guides you through the process. With its intuitive interface you can create investor-ready Pitch Decks , bank-approved Business plans, Driver-Based Financial plans, and powerful Financial Reporting Tools. The Financial Forecast enables you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan with no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts for monitoring & tracking your actual business performance vs your plan and previous periods. Furthermore, you can create customizable Dashboards and one-click Management Reports to share with your stakeholders. -
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FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.
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aSISt
FINGO
Since 2007, banks must submit financial reporting that is compliant with the XBRL standard's COREP and FINREP taxonomies. Many Polish banks were faced with a huge challenge under the new regulations. Not only were the reports difficult to prepare, but there was also a lack of relevant tools for managing and preparing XBRL report. GPM Systems Sp. was our partner to address this problem. z o.o. z o.o. aSISt hides XBRL's technical complexity behind an interface that simplifies the filing process. The application is intuitive because it uses Excel sheets-like forms. The four-step process of filings preparation was simplified to four steps. aSISt supports reporting times, taxonomies (dictionaries), versioning management, and ensures compliance to the selected taxonomy version of each report. -
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Financial Statement Analysis
App4Finance
$21 per user per monthFinancial 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. -
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CXO-Cockpit
CXO-Cockpit
CXO-Cockpit is a performance reporting platform developed by CXO Solutions BV. It empowers finance teams. CXO-Cockpit replaces manual, error-prone Excel-based reporting with a simplified and controlled, controlled, and quick performance reporting. The platform offers a wide range of financial and performance reporting templates, financial dashboards, financial insights and analytics, point of view (POV) comments, sharing storiesboards, and much more. CXO-Cockpit provides real-time insight into the top EPM source systems such as Oracle, SAP, and Tagetik. -
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PivotXL
HealthPlotter
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. -
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Vivid Reports Business Intelligence
Briscoe Solutions, Inc.
Vivid Reports is a company that develops software. Software solutions for business intelligence that specializes in corporate Performance Management (CPM), and BI reporting tools that enable you to leverage Microsoft Excel. Our mission is to provide complete software It organizes, transforms and displays valuable information quickly and easily Our clients to use intelligently. Vivid helps companies reduce costs Gain competitive advantages, recognize opportunities, manage Effectively. -
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XLReporting
XLReporting
$600/month 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 -
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Jet Analytics
insightsoftware
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. -
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Longview Close
insightsoftware
Longview Close automates data validation and consolidation to speed up the closing cycle. Our tool pulls data from all sources, Excel sheets and legacy EPM systems. This allows you to spend less time managing data, and more time creating data-driven insights. This report gives you an overview of market trends and customer satisfaction data. It also covers financial, operational, strategic, and performance management. Say goodbye to manual batch jobs. Say hello to better data visibility with detailed reporting and drill-down to source data. Our cloud-based, automated data administration coordinates consolidation activities so that you have one central platform for all performance data. Longview Close has the most plug-and-play apps in the industry. -
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FairPlanner
Fairmas
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. -
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Mercur Business Control
Mercur Solutions
The market leader in Performance Management and Business Intelligence. Efficient planning and business analytics are prerequisites for greater performance and growth. Mercur Business Control is a cost-effective, simple, flexible and cost-efficient way to budget, forecast, report, analyze, and manage strategic targets. A great business is about making the right decisions at the right time, supported by solid business information. Mercur Business Control allows you to manage your business's performance and allows you focus on what's most important. -
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CubeWeaver
LPNR
$30 per monthScales are better than spreadsheets. Multidimensional data model: It is possible to manage thousands of worksheets efficiently. In just a few clicks, you can transform, aggregate, or copy millions of cells. The data is always available for BI and dashboards. Reliable formulas: No broken reference or endless copy/paste. Complex logic can be expressed using only formulas, instead of VLOOKUPs that are error-prone. Multi-user access: The model can be accessed by hundreds of users simultaneously. Security by design: You can decide which parts of each worksheet should be shared with others. You can grant special permissions to add or subtract rows. Only model designers can modify or see the formulas. It is easier to use than multidimensional databases. It's easy to use and learn: Anyone who is familiar with spreadsheets will be able to master the system in just a few days. The same functions can be used. CubeWeaver can translate many spreadsheet models. -
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pcFinancials
DSPanel
Performance Canvas Financials is a sophisticated, intuitive, and simple-to-use FP&A software that promises to simplify and intelligently automate every step of your FP&A process. Performance Canvas Financials is a single, easy-to-use software that allows for financial reporting, analysis, consolidation, dashboarding and budgeting. It can be added to your existing ERP system to allow you to fully control your financial planning and analysis process. Cloud Performance Canvas Financials delivers the best practices in Financial Planning & Analysis via its off-the shelf finance modules. These modules include prepackaged finance logic like Cash flow, CAPEX and Consolidation. These best practices include Driver based budgeting and Drag & Drop financial reporting, live financial forecasting, unlimited what-if analysis, assumptions testing, allocations, activity-based costing. Multiple entities and currency support are just a few examples. -
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Xcellerator
Incisive Software
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. -
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BusinessRadar
Mastracon
$600 per monthThe BusinessRadar dashboard gives you a complete picture of your business, both past and future. Select KPIs, graphs, and figures are combined to tell the whole story. BusinessRadar makes it easier to plan your business more quickly and accurately than traditional methods. You can see clearly. You can see further ahead. BusinessRadar helps companies plan for the future and facilitates decision-making. You can concentrate on the important things: developing and planning a profitable company. Cash flow is another important aspect. BusinessRadar runs on Windows and can be used with any accounting software or chart of accounts. It is easy to deploy. Just a few clicks away, you can budget, forecast, report, consolidate, and simulate. BusinessRadar is the best tool for financial management. It provides a complete overview of your company's financial position. -
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ByAllAccounts
Morningstar
ByAllAccounts converts financial data into insight by account aggregation. We combine raw data from more than 15,000 sources. We are not constrained by formats and choose the highest quality data from as many sources as possible to give clients visibility into their cash flows, spending habits, and holdings. We standardize aggregated data to create a consistent model that is based on industry standards as well as Morningstar's proprietary identifications. This transforms disparate data into its most useful form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. Our patented process helps us to understand insufficient data sources. We also bridge gaps with Morningstar data by delivering enriched firm level feeds to over 1,400 advisory firms, 50 redistribution partner and 40 platform integrators. -
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ProForecast
ProForecast
$81.43 per monthProForecast is a strategic planning and forecasting tool for the Mid-Market. High-level forecasting, or Drill Down, for greater granularity. You can quickly and accurately make informed decisions about the future direction of your company. ProForecast transforms months of work into weeks and days, and days into days and hours. Our Rapier AI Engine reduces system implementation times and monthly, quarterly, and annual closing time. To create a remarkable ROI, import manager and training package. With our Business Intelligence layer and Data Visualisation layer, you can create informed and visually enhanced reports. Create custom dashboards with reports that are tailored for internal and external stakeholders. ProForecast, a cloud-based SaaS application, is accessible from any device. ProForecast lets you drill down to as much detail as your data will permit. -
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DrillPoint Reports
Capital Business Solutions
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. -
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Planwhiz
Planwhiz
Planwhiz enables finance to connect to other departments and perform variance analysis to identify growth opportunities. Planwhiz connects to accounting, HR and spreadsheets, providing detailed information about each budgeting item. Planwhiz connects everyone to the same page. Planwhiz streamlines your planning process and drives results. Flexible financial planning allows you to quickly adapt to changing circumstances. It is simple to use, accurate and collaborative. Planwhiz offers real-time analysis and insights for all scenarios with pre-built reports like P&L, Cashflow statements and SaaS metrics. Automating repetitive tasks like report-making can help you reduce tedium and increase productivity. You can access your reports whenever you need them. Performance can be shared internally and externally. -
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Adra Balancer
Trintech
For a quick, accurate, and simple financial close, take the repetition out your balance sheet reconciliation process. You can see the most useful features, dashboards, and consoles in action. You can achieve the speed, accuracy, and control that you desire in your balance sheet reconciliation process. -
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VentureLine
VentureLine
Year-to-year comparisons are a great way to identify trends and highlight the need for action. VentureLine's five year accounting ratios combined with a common size analysis make trend ratio analysis more effective. Good or poor performance can be easily identified by comparing financial analysis over time. VentureLine offers cross-sectional financial analysis tools that allow you to compare financial ratios between companies within the same industry or two companies operating in similar business lines. Expert analysts recommend the most efficient form of cross-sectional analysis: comparing a company’s financial ratios and common sizes to industry ratios or percentages in which it competes. Common size financial statements can be used to visualize potential problems and missteps within a company. Common size financial statements remove the dollars and cents and reflect account balances in percentages. -
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Swift Finance
Swift Finance
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. -
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Talentia CPM
Talentia Software
Talentia Corporate Performance Management is a global platform that provides real-time financial reporting, budgeting process, forecasting and consolidation, as well as close. Talentia CPM makes information reliable, improves team productivity, and improves decision making processes. A comprehensive platform that clearly pilots corporate performance: Budgeting and forecasting & rolling prediction, Management Reporting. Multi-standard Statutory Consolidation. Financial Reporting. Intra-group reconciliation. A complete consolidation and close software that allows multi-standard statutory consolidation, portfolio administration and Intragroup reconciliation. Analyze performance, reduce delays, improve financial communication and consolidate in compliance to regulatory requirements from a single repository. -
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Visyond
Visyond
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. -
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FISCAL
Vision Software Solutions
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. -
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FinPro
FinPro Solutions
$1000.00/month FinPro's Enterprise Performance Management software (EPM) is 100% Excel-based and empowers finance professionals and teams. It allows them to create meaningful, customizable financial reporting that increases profitability and enhances the company's competitive edge. FinPro is flexible, user-friendly, and rich in features. It is composed of four modules that can be tailored to the specific needs of a business. This includes modules for reporting, planning, analysis, visualization, and analysis. -
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Prophix
Prophix Software
Prophix is a corporate management (CPM), software that can be used by companies of any size and in any industry. Prophix integrates budgeting, planning and forecasting with financial consolidation and reporting capabilities. This software platform allows businesses to move beyond Excel and improve their performance. Prophix can be used on-premise or in cloud to automate core financial processes. -
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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.
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Finnivo
Infinitus Reporting
We simplify and automate financial reporting. We implement enterprise-wide consolidation, planning, and reporting solutions for large and mid-sized organizations in just a few weeks. We seamlessly deliver on a fixed-scope basis, fixed-time and fixed cost. Infinitus Reporting's client base includes top performing medium-sized to large organizations from all industries, including government, listed, and private. Infinitus Reporting is a leader in the Corporate Performance Management (CPM), solutions market. Our company is known for providing high-end solutions and services to the market. We are proud of our relationship, simplicity, world-class delivery, and win-win outcomes. This proven philosophy underpins our first-time-on-time-every-time delivery model! -
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Qvinci
Qvinci
Qvinci is a leader in financial reporting technology. Our patented software is compatible with Excel®, Xero®, MYOB(), Excel®, and QuickBooks®. It provides insightful reporting and game-changing analytics. It is easy to set up. The impact is immediate. Qvinci was founded with a simple idea. It provides multi-unit markets, accounting, franchising, and multi-unit markets with cost effective ERP-like solutions that provide financial data consolidation, automated reports, workflow management, advanced business intelligence, and financial data management through the cloud. Qvinci's market-leading solutions today empower users with actionable information that leads to greater operational efficiencies, deeper financial insight, and greater profits. Qvinci's capabilities integrate with QuickBooks, Xero and MYOB to provide users with the most accurate and up-to-date financial data. -
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Fathom
Fathom Applications
$44 per monthAll-in-one reporting and analysis, forecasting, and forecasting. Fathom is a business management tool that combines intuitive reporting, cash flow forecasting, and financial insight into one simple solution. Get a detailed analysis of your numbers to get a better understanding of your business performance. You can create custom management reports and share your business results in a clear and compelling way. You can create management reports for print and web in minutes. In one editor, you can combine text, charts, tables, and financial statements. Automate your reporting. You can schedule the delivery of timely reports. -
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MYGIDE
GIDE International
MYGIDE allows you to consolidate different business entities and segments by using general ledger code (or its modifications), or user-defined connections. Instantly, data are pulled together and displayed as report structures and statements. This allows for quick drill down. Any sub-level that is changed instantly will recalculate into the superior levels. MYGIDE calculates vertical and horizontal run rates and generates indicative short-term or long-term plans based upon historical and current performance and business trends. Users can then override run-rate-based trends by using their own assumptions. You can save different versions of what-if and exclude/include analysis as scenarios to be used for evaluation and comparison. MYGIDE facilitates a collaborative process to manage all your planning and budgeting needs. Managers of operational divisions have access to data and tools that allow them to populate their plans. The office of finance has real-time consolidation. -
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IDL Publisher
insightsoftware
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. -
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Longview Analytics
insightsoftware
Longview Analytics doesn't require additional tools or experts to create custom dashboards for your team to monitor company-wide activities and implement performance-enhancing changes. Our tool empowers users to improve resource management and strategic impact via data-driven insights, automation, and improved efficiency. Manual processes can lead more errors and waste of time. Automated real-time financial dashboards can replace manual and personal extract-based reporting. This will allow your organization to reduce costly errors and save valuable time. It is time to eliminate data silos. Data transparency can be improved across departments by bringing together data from multiple sources into one central location. This will allow you to gain high-quality insights into operations and performance. You can make more strategic decisions when you have the most up-to-date information. -
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EMAsphere
EMAsphere
EMAsphere, a SaaS performance management platform, automates your forecasting and reporting processes. Our 50+ connectors allow you to automatically collect your operational and financial data and transform it into pre-configured, customizable KPIs or dashboards. The platform also offers expertise features, such as analytical views, management consolidations, cash flow monitoring, budgets, and forecasts. You can now concentrate on analysis and not on handling errors. -
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Datapine's dashboard and business intelligence software allows users to quickly turn data into actionable insights, and make data-driven decisions. Managers and data scientists can visualize and analyze complex data using a drag-and-drop interface. They can also ask important business questions and receive answers right away. It provides a wealth of innovative analytics features, including predictive analytics and interactive dashboards that allow for the creation of KPI-driven business dashboards. There are dozens of data connectors that connect to any common data source (databases and flat files, social media marketing analytics, CRM, ERP etc.). A wealth of pre-built dashboard templates for different business functions (marketing and sales management, HR, etc.) ), industries (retail and logistics, healthcare, market study, etc. Platforms (Google Analytics, Facebook and Twitter, Zendesk, etc. assist new users to get started quickly.
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LivePlan
Palo Alto Software
$20/month 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. -
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Pulse
AssetBook
Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner. Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation. -
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Presenting simple financial indicators and dashboards for your community will give you peace of mind. Make the financial indicators and ratios of dashboards more widely known to make them easily understandable and easy for everyone. Make sure elected officials and department heads are aware of the financial health of the community. Then, take corrective action. A robustly packaged solution that includes more than 200 financial dashboards, which are immediately available and organized. This allows for greater autonomy in the creation financial management indicators for the community to better understand the space for maneuver. Data formatting system (visuals that allow for easy access to alerts about the financial situation).
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T-Advisor
TechRules
The 'robo advisor' for smart and freelance investors has developed new tools that are based on artificial learning and intelligence to provide quality data to its users. The new T-Advisor interface is designed with usability in mind. T-Advisor can be a great tool, but it is also complex. We listened to the users' requests and created two levels of interface: lite, and full. T-Advisor's lite version shows the portfolios' main information with a graph that shows its evolution over time. Our users tell us that this is their favorite part. T-Advisor users love all the tools. But they wanted an interface that focused more on their performance. The lite interface has another notable evolution: Below the interface and graphics of each portfolio, you can find modules with information on other assets that people invest in. These people also invest in the shares and funds you do. -
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Sage 200
Sage
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. -
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Workday Adaptive Planning
Workday
2 RatingsBuild 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. -
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Board is a highly-rated decision-making platform that can be used by organizations of all sizes. It unites business intelligence, corporate performance management, and business analytics capabilities into one powerful platform. This makes it simple to create and maintain any apps in seconds with no coding. Board is available in multiple deployment options, making it easier for users to access the right information faster.
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Hubble
insightsoftware
Hubble is a dynamic performance platform that combines reporting and analytics with planning, data visualization and data integration to give you more insight into your business. Hubble was created by insightsoftware.com and is designed for critical business systems such as ERP, HCM, CRM, and other technology. Hubble can be used by any business to simplify their processes and help them understand, manage, and predict their business. -
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Primetric
Primetric
$34.20 per monthTo compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time. -
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Obsidian Suite
Obsidian Suite
We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms. -
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Our financial planning and analysis tools are simple, but can handle the complex. Our tools help teams understand the numbers and share that information to improve results. Unit4 Financial Planning & Analysis helps your team understand the real issues and then apply that knowledge to your organization's plans. Our cloud FP&A software gives your employees better and faster ways to put the numbers into action. This includes smarter performance management, planning, budgeting & forecasting, financial consolidation, reporting, visualization & analysis. A flexible, integrated approach is required to meet all financial planning needs of your organization, including planning cash flow, forecasting sales, costs, and revenue, as well as managing operational budgets.