Alternatives to idaciti

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

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.

We offer comprehensive solutions that help you identify, evaluate, and manage financial risks. Our financial risk solutions give you intelligent and actionable insight, giving you a competitive edge in financial risk management. We are able to map both medium- to long-term and short-term risks, unlike other providers. You can predict financial risks accurately before they turn into financial losses. We use cutting-edge machine learning techniques on new, alternative data to deliver unprecedented accuracy to our clients. You can rely on our financial risk management solutions, now and in the future. We've written a guide to credit scoring for companies. We reveal how credit scores work and how they're used to make financial risk decisions. Each credit reference agency is different. It is therefore helpful to dig a little deeper into the way company credit scores are compiled and presented.

Avanzai allows you to use natural language to produce Python code that is ready for production. This will help you speed up your financial data analysis. Avanzai makes financial data analysis easier for both beginners as well as experts. It uses plain English to provide simple English support. Natural prompts allow you to plot times series data, equity index members, or stock performance data. Use AI to generate code using the relevant Python packages. You can edit the code as needed. Once you are satisfied with the code, copy it into your local environment. Then you can get to work. Use Python packages such as Pandas, Numpy and others to perform quant analysis. You can quickly extract fundamental data and calculate the performance for nearly all US stocks. Accurate and current information will improve your investment decisions. Avanzai allows you to write the same Python code as quants to analyze complex financial data.

Fuel is a cloud-based financial department for startups, particularly ecommerce. We offer accounting, financial reporting, analysis and projections. Market analysis is also available. We combine a proprietary technology platform with financial and accounting professionals who analyze client data and provide insights.

Data automation allows you to save time and allow you to analyze your entire business holistically. Transform insights into decisions and forecast with confidence. Finmark is used by hundreds of businesses from BILL to make faster financial decisions and better financial decisions. Finmark makes financial planning easy and saves you hours of data entry Finmark can provide you with the strategic insights that you need to make the best growth decisions. You can say goodbye to version control nightmares, and the hassle of chasing down data from different teams. Finmark provides a single source of real-time information to share and manage your financial plan with both internal and external stakeholders. You can easily collaborate, gather feedback, and share what each user requires while protecting sensitive information. Finmark integrates seamlessly with your entire stack to automatically reconcile your actuals. Integrations include Quickbooks & Xero accounting software, Stripe payment processors, and payroll such as Gusto & ADP.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Automate data cleansing and enrichment to produce more reliable data. Detect financial anomalies to reduce risk and address inconsistencies in real-time. Instantly access key data and actionable insights. Run various scenarios with your AI copilot to make better financial decisions faster based on real-time information. Predictive analytics will help you stay ahead of financial risks. Get the foresight you need to adapt early and maintain your business. Analyze financial metrics such as contractor expenses and headcount with precision to make data-driven, informed decisions. Simulate multiple financial scenarios in real-time. Align finance teams with budget owners by exploring different strategies before making important decisions. Our concierge service goes beyond AI and offers a human touch. Get a custom data analysis, proactive insight, and strategic suggestions, all tailored to meet your unique business requirements.

Adaptive collaboration is key to success in a world of constant change. You can mobilize complex scenario planning down to the smallest detail, forecast the largest picture intelligently, and empower teams to take faster decisions. You can access real-time information and insights from the outermost corners of your company. Use the same, up-to-date, accurate information to collaborate. Everyone follows the same playbook. Everyone is on the same page. Everyone operates from the same source of truth. To fuel your rolling forecasts, you can model broad and varied scenarios. Your plans for tomorrow will be updated automatically with current information, so that it is always up-to-date. It all happens in real-time. It takes minutes, not days, or even weeks. In minutes. You can make everything happen in minutes. Synchronize performance and planning across your enterprise, starting at the top with your C-suite and ending at your most remote hub. Reinvent workflows. Reduce latency. Rapidly transform challenges into opportunities

Apliqo FPM provides enterprise-level analytics at scale. A simple piece of software which manages the complexity in your organization, and extracts the key insights to make a real difference. A web-native tool that adapts to the needs of your organization, offers best practices frameworks for accuracy and transparence and gets you the results you need. Apliqo is a dynamic and intuitive analytics platform for private investors. A dedicated reporting tool unifies all your data, provides transparent performance measurement and benchmarking, and makes powerful projections. Apliqo UX is a sophisticated front end interface that allows stakeholders to interact and visualize the information in your system. It's the premier system for turnkey financial-planning functionality.

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards.

TagniFi Console provides a powerful and intuitive search engine that allows you to find any of our 3 billion data points in just seconds. TagniFi Excel Add in connects your Excel models with 2 billion financial datapoints on the TagniFi Platform. Automate DCFs and other financial calculations, such as public comps, transactional comps, footnote analyses, interest rates, etc. TagniFi’s advanced financial data technologies offer a cost-effective, all-in one solution that makes business valuation more profitable. TagniFi Console allows you to search for public companies. Enter your valuation date and ticker symbol in Excel to run the guideline public company method. TagniFi Console allows you to search for public and private M&A transactions. Paste the Deal ID in your Excel model to run your transaction comps in seconds. Calculate the forward multiples of your guideline public company method based on your valuation date. Estimates for revenue, EBITDA and EPS are available.

PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.

ResolutionPro is an Excel financial analytics library that can be used for risk and MTM calculations. Free trial available. Calculate the risk characteristics and valuations for all commonly traded financial instruments, including interest rate swap pricing - Zero curve construction & swap value. Options, currency options and equity options. Bond Pricing - Government and corporate bonds, as well as FRNs. IRO Pricing, Interest rate options. Swaptions, Caps and Floors. Exotic Options, Exotic option pricing. Utilities, accrual, data calculation, Probability & Statistic, Rates & Discount factors, and Statistics & Probability. Easy and quick derivative pricing. Independent valuation of trades and risk management. Incorporate derivative models into your existing systems. Use Resolution's built in Sensitivity Tool to easily run complex scenario analysis. A wide range of instruments can be used to apply industry-standard pricing methods.

To achieve the best results, leverage the power of a financial analytics platform. We are experts in creating solutions that allow you to access, analyze, compare, monitor, manage, and disclose information in an efficient, consistent, and easy way. Quantum is a financial technology company. It has been in operation since 1999. Quantum maintains a large financial database that is regularly updated with both quantitative and qualitative data. Our dedicated team works continuously to maintain the information and find the best solutions for our customers. Learn how a platform that has a large financial database can help you find the right information you need. This information is accessible online via web browsers, mobile devices and APIs. Data links are also available. You can leverage a solution that will give you a competitive advantage and help you make the right decisions in your company.

We combine design thinking with personal finance to show clients their complete financial picture with clarity. Asset-Map, a financial tech startup based in Philadelphia PA, is an award-winning financial tech startup. Asset-Map has over $1.4 trillion in financial instruments. Advisors can use their professional insight to visualize all the household's finances in an Asset-Map report. Interactive Target-Maps allow you to identify the most important financial priorities of a household and track their progress. Intuitively search for and filter entire advisory practices by keeping an eye on households that require attention in a way that is unique. Book a demo today to join the thousands of financial advisors who help their clients make better financial decisions.

Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

TCM offers powerful tools and a database that can be used to perform complex budgeting, forecasting, financial consolidation, and management reporting and analysis. TCM's integrated functionality gives you an easy-to use solution to get a complete picture about your organization. You can view it from many perspectives and analyze it. TCM eliminates spreadsheet limitations and offers a powerful predictive analytics function that allows you run unlimited "what if" scenarios. This will allow you to greatly improve your corporate information, decision making, and performance management. TCM enterprise performance management solutions are fully scalable and customizable to your specific needs. No programming is necessary. TCM solutions are created by financial and business experts using OLAP technology. TCM's solutions allow you to react quickly to changes and reduce dependence on IT.

The first online financial planner on the market. With our SaaS, you can forget about using Excel for budgets and forecasts, simulate various scenarios, and increase your reliability. Simulate different scenarios to make the best decision for your company. You can generate forecasts to determine your goals and how you want to develop. You can get all the information that you need in a single click, whenever and wherever you need it. Automates financial management through integration with accounting ERPs. Upload your data to our platform, and you will start receiving all the information and reports about your business. The financial report generated by our SaaS will allow you to quickly and efficiently analyze and verify the current state of the company. You can easily and automatically create your ideal budget in just a few simple steps.

Plan and analyze revenue and finance to predict impact. Connect the dots, create the equation and achieve your goals. As a CFO or controller, Exopen gives you everything you need to streamline financial reporting, improve budgeting and forecasting processes, create clear and insightful analysis for your stakeholders, and more. Exopen offers a modern, data-driven interface that streamlines the budgeting and forecasting process. You can save time by getting a better budget and a complete overview. You can make better decisions for your business by using data that is of high quality. Select modules that meet your needs to create a customized budget and forecasting process. Our planning tool allows you to work with account-based and driver-based forecasting, rolling projections, scenario planning and what-if analyses.

Improve your financial management and operational efficiency. Our users report saving up to 40 hours per month. G-Accon's cutting-edge features can save you thousands of dollars. You can easily import data from Xero and QuickBooks into Google spreadsheets. Make changes and then sync the spreadsheets back. Eliminate manual data entry and ensure your records are always current. Take advantage of the power of live data analytics for finance professionals. G-Accon’s cutting-edge analytics tools help CFOs and Accountants make better decisions faster. Let G-Accon do the heavy lifting. Our suite of automation software is designed specifically for finance professionals to reduce repetitive tasks and manual tasks. CSV files are no longer a problem. G-Accon allows users to create, edit, or delete financial records from Google Sheets.

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

A complete set of financial analysis tools and strategic planning tools that will help you chart a clear path to success. A single source of truth about your company is essential to the development of best strategies. You're not seeing the whole picture if you manually switch between platforms to obtain financial data for your strategy. Maus is a comprehensive suite of financial analysis and business planning tools that helps you see the whole picture. You can create strategies that focus on specific data and provide actionable insights by working with one source of truth in your business data. A unified vision for your company will guide future initiatives to success. You will need to create detailed plans that cover the next five years of your business, and show how you can grow. Maus allows you to create business plans, run business analysis to identify areas for growth, and connect with people that can help you go in exciting new directions.

Real-time FP&A right from your spreadsheet Modern times demand power and agility. Designed for all sizes of teams. Identify strategic opportunities and areas of risk. Build trust Collaborate and align across the organization with accurate insights and analysis. For today's business pace, move fast agility. Connect and transform all financial and operational data to provide accurate reports for any audience. Work with business managers to create accurate forecasts and plans that are based on the most current assumptions and drivers. For easy analysis and reporting, centralize disparate data sources and consolidate them into one source of truth. You can track versions and have visibility into data changes. Cube's intuitive software makes it easy to do more, and faster. It's the easiest-to use FP&A platform, from onboarding a single person to a cross-functional team.

Pepper helps asset and portfolio managers to maximize ROI, while adhering to all regulations and maintaining security. Pepper is a cloud-native platform that offers powerful CRM and analytics to make your holdings management as efficient as possible. Pepper was built by industry veterans and alternative asset managers to honor the integrity and transparency in the investment management industry. Pepper uses deal data to optimize portfolio investments, simplify investment complexity and make deals more agile. We deliver a higher ROI while reducing risks. Pepper gives alternative asset managers insights into what investors are looking for in terms of information about their portfolios, investments, and returns. Our integrated data platform will help you improve your investor storytelling. Our extensive and proven data management platform provides an efficient way to manage compliance processes.

Net Zero Now is a cutting-edge carbon accounting system that empowers businesses to achieve Net Zero emissions. Our platform simplifies the complicated process of measuring, understanding, and reducing carbon footprint. Net Zero Now, by leveraging sector-specific protocol developed in collaboration with experts on climate change, offers a bespoke solution that guides businesses through calculating emissions and implementing reduction strategies. You will gain access to tailored strategies and actionable insights to reduce your carbon footprint, which will enhance your sustainability credentials. Our user-friendly interface, coupled with the dedicated support of climate professionals, will help you navigate your way to Net Zero. Sustainable business practices are now accessible to everyone. Showcase your commitment to sustainable business models on a global scale.

Mavarick, a leading provider AI-powered sustainability solution, specializes in carbon accounting and emission reporting for industries such as aerospace and manufacturing. Its advanced software tracks and analyzes Scope 1 and 2 emissions, providing actionable insights for optimizing sustainability efforts. Mavarick simplifies compliance with regulations such as CSRD and achieving net-zero by offering features like automated reports that are audit-ready and real-time analysis of data. Mavarick combines cutting-edge technology and environmental management to empower businesses to make data driven decisions and reduce their carbon footprints.

ESG Flo - Your AI Partner for Sustainability - Unleash Data Automation. ESG Flo is the revolutionary SaaS startup created in Bain's venture studio. Our mission as a pioneer of automating ESG Journeys for large manufacturing and industrial companies, real estate, and realty, is to transform how you integrate environmental, financial, and social factors into your decision making processes. Why ESG Flo stands out: 1. Automating Data Collection, Ingestion and Extraction 2. Built for Trust and Audit Readiness 3. Integrating Industry-Standard Climate Databases 4. Automated and clear Scope 3 processing ESG Flo automates the collection, processing, and reporting of ESG data. This allows you to stay compliant with regulatory frameworks such as CSRD and SEC.

Data providers may provide ESG metrics for companies, but they don't integrate the complexity of investment activity and market volatility in real time. ESGflow sends alerts and initiates rebalancing workflows in order to ensure accurate reporting and compliance with regulatory requirements. ESGflow is a product that we offer to our enterprise customers for monitoring and managing the ESG quality of financial products. Combine market data, third-party ESG analysis and fund positions to calculate real-time ESG metrics. Drill-down table views to reveal the influence of underlying investment on composite ESG metrics. Establish a quantitative method for product ESG profiles and sustainability profiles. Define ESG event triggers for error and warning events to comply with marketing disclosures and policies. Create advanced analytics for historical ESG activities across reporting periods.

Cozero's Climate Action Platform (CAP) is a comprehensive carbon management solution that allows enterprises to measure, reduce, and report emissions. Sustainability teams can make the best economic and sustainability decisions using continuous data insights and use CAP to automate data gathering. The extensive off-the-shelf database of emission factors speeds up calculation for scope 1, 2, and 3 emissions. You can create tailored decarbonization strategies based on scientific forecasting and set targets to identify meaningful steps toward reducing your carbon footprint. A decentralized system can facilitate collaboration within an organization by mirroring complex organizational structures, facilitating data exchange, and sharing results. Start your decarbonization journey today.

Convene ESG is an end-to-end ESG solution. It supports companies in disclosure mapping to multiple provisions and peer benchmarking, data collection and publishing, as well as audibility. Convene ESG allows leaders to take control of the entire ESG reporting process, without having to deal with the complexity required to achieve ESG goals. Convene's meeting and live presentation tools allow directors to easily hold remote meetings while collaborating directly with each other. You can complete the virtual meeting experience with video calls without additional setup. You can speed up approval and decision-making by using tools like E-Signature or Review Rooms all in one integrated secure app. State-of-the-art security measures such as Remote Data Wipe, Biometric Authentication and Auto-Purge protect data.

You can increase the success of your real-estate projects by combining the cost, profit and ESG data of all your assets into one software. Through workflows and data-driven decisions, we help real estate owners maximize their ROI and minimize their footprint. All financial data in one place. Fully transparent with automated documentation. Clear and easy-to-understand processes ensure even greater accuracy. Business intelligence will help you stay ahead of your competition and set you up for success. Manage costs and revenues, plan costs and organize orders, gather data, documents, organize project members, and use data intelligence to manage the success of your project.

Measure emissions accurately at a global level and move towards a net-zero logistic. Our mission at shipzero is to reduce emissions in global freight transport. Our data-driven software helps shippers, carriers, and logistics service providers manage transport emissions, and facilitate their path towards net-zero emission with decision-focused, data-driven information. We are the single source for emissions data across all logistics processes. We provide auditable information on a granular shipment level. We handle the time-consuming report process for each client and guarantee complete coverage of transports as well as integrated data quality control. Set targets to reduce company emission levels and discover data-based reduction opportunities. We handle the time-consuming and complicated data collection, calculation, and report. We provide curated insight on a customer, contractor or business unit level.

FINGREEN AI is used by financial actors, consultants and corporations to collect data and provide ESG reporting. Greenwashing is when a company makes false environmental claims. At FINGREEN AI, we use technology and AI in order to create precise and transparent impact-measuring instruments that empower impactful decisions. FINGREENAI helps you fight greenwashing with an open source ESG referential. It offers an optimized solution that enables you to disclose accurate, traceable and transparent data. We will collect the ESG data and create the reports for your regulatory requirements. Track ESG compliance and performance across your portfolio. You can focus on your insights by being more efficient with ESG data collection. Our platform collects ESG data on private assets and centralizes it, allowing companies to meet their sustainability targets.

As a manager or leader of an environmental team, you understand how important ESG (Environmental, Social, and Governance), reporting is to your organization's credibility, reputation, and financial performance. The process of compiling ESG data and reporting it can be nerve-wracking. NEMS Panorama is an expert solution for Oil and Gas Operators who need to simplify sustainability reports and comply with ESG requirements. NEMS Panorama, a powerful SaaS reporting tool developed by industry professionals, provides tailored expertise and insights. NEMS Panorama, unlike generic ESG solutions and spreadsheets, is tailored to the specific needs of the oil & gas industry. It allows operators to take control over their reporting process, cut costs, and navigate the complex landscape that is ESG reporting. NEMS Panorama offers consistent reporting across all disciplines.

Datamaran's AI Platform empowers business leaders by transforming vast quantities of information into actionable insight. Datamaran, the leader in Smart ESG enables companies to identify and prioritise issues relevant to their operations, deepen ESG knowledge within their teams, monitor risks and opportunity in real-time, and authentically own and control their ESG strategy internally. With Datamaran's support, C-Suites from the world's trusted brands confidently make data-driven decisions. They also transform their ESG initiatives from compliance-focused exercises into governance-centric initiatives which drive business value.

Post-financial crisis, corporate governance has been identified as the most significant risk. Corporate governance has been criticized for its opaqueness and lack of transparency. Investor confidence and corporate profits have been eroded by legal and regulatory controversies, bailouts and public outrage. CGLytics helps corporations, institutional investors and financial institutions manage the increasing challenges in reviewing and monitoring corporate governance risk and making decisions. We offer high-quality corporate governance data, analytics, and actionable intelligence. Our intuitive screening tools provide powerful insight, greater transparency, and control to address ESG risk.

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.

In seconds, you can access and analyze the financials of your customers. One-click accounting integrations make it easy to accelerate reporting, decision making, and risk assessment. Strongbox is the link between all your customers' financial information and you. It allows for a single-click experience and instant data and analysis. Finagraph, a US-based company, specializes in real time financial data collection and analysis using popular accounting systems (QuickBooks Xero Sage, Sage, Microsoft Dynamics, etc.) to provide business intelligence solutions for lenders and accountants. Finagraph has been developing innovative financial tools, APIs and turnkey solutions for some of the most prominent financial service providers around the globe for over ten years. Strongbox, CashFlowTool and TaxReader are some of the commercial SaaS solutions. Instantly see your cash flow today, and tomorrow.

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.

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

Business Intelligence Software makes complex reporting easy. Any ERP, any data point and any report. No IT.

Delfos is a financial modelling solution for startups and medium-sized businesses. Delfos allows you to automatically forecast your company's finances and predict potential cash shortages or funding requirements months in advance. Our solution is distinguished by the following features: It is not necessary to have any accounting or finance expertise. There is not much documentation to be read. There are no complicated user interfaces to learn. Clear and precise results. Delfos is a financial modeling tool. It has the following features: Accounting on a basis Unlimited number of models 36-month detail Forecasting sales and revenue Forecasting direct costs Personnel forecasting Forecasting expenses Fixed assets Investment and financing

All-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.

Uplinq's machine-learning technology and skilled professionals keep your bookkeeping current and transform your data into actionable information - all at the push of a button. Bookkeeping, taxes, financial management solutions that don't work are a waste of time and money. Enter Uplinq. Uplinq is financial intelligence that goes beyond bookkeeping. This information is updated weekly and tailored to your needs. Our data-focused technology allows for seamless connections to the institutions and tools that you use to manage your business. It shouldn't be so easy to do everything. Our technology automatically categorizes transactions and tracks your business activity. This technology allows us to provide financial analytics on a weekly base without having to answer a constant stream of questions. Many business owners struggle with how to use their financial data. Uplinq addresses this problem head-on. Uplinq will give you a global view of all aspects of your business, updated almost in real-time.

RightCapital's platform turns complexity into clarity, with ease, precision and dynamism. Clear illustrations of multiple scenarios, stress testing, and more. Your clients will be grateful that you helped them turn their golf in the morning, beach all day dreams into reality. Show your clients how to save money by using a tax-efficient distribution plan. Explain withdrawal schedules and Roth converts in a language they will understand. Protect your clients from situations like disability or death. Assess their needs and determine the best ways to meet them. Use our unique student loans module to illustrate different repayment programs so that clients can reduce their payments. Help your clients or their kids reduce the burden of student loan debt. RightCapital provides the clarity, flexibility and support that you need to confidently create financial plans.

Real-time data. Automated compliance reporting. Great collaboration. You will also find the tools you need for generating new revenue from your advisory services. Silverfin works with financial systems and bookkeeping systems of your clients to provide you with all the data you need, regardless of where it comes from. Our automated compliance accounting workflows will improve your efficiency, accuracy, and profitability. Our powerful analytics and reporting tools provide you with the information and insight that you need to be a trusted advisor for your clients. Four sights are common for connected accountants. Each sight will make your firm, clients and team more connected. More productive. Can develop new services. Increase your competitiveness and generate more revenue. You can look back with confidence. Automate compliance reporting and reporting for all clients. Your team will be freed from the tedious work of number crunching and can spend more time advising clients.

Kognetics is a platform powered by AI that provides real-time analytics for strategy, M&A and investment professionals. Find better deals and close deals faster. Our solution brings a disruptive change to business growth, idea generation, client pursuits, and more. Source better deals and close deals faster. Our solution brings disruptive changes to business development, ideas generation, and client pursuits. Intelligence that is proactive and operative to help you make strategic decisions. Our solution provides real-time insight and decision analytics for your strategy and execution. Create an exclusive deal-sourcing engine that is differentiated. Our solution enhances the value of your portfolio and proprietary deal sourcing. Strategic value creation levers. Benchmarking of competitors and bolt-on options.

Data-driven insights into alternative investments, faster, with greater clarity, and at scale. Redefining alternative investing from acquisition to analytics. Accelex enables investors and service providers in alternative assets quickly and easily to acquire, extract and analyze investment data. Accelex automates the accessing of alternative investment portfolios, extracting data, organizing and analyzing it using artificial intelligence and machine-learning. This gives clients a complete picture of their investments, from the portfolio down to the assets. The Accelex platform enables portfolio insights, enabling better investment decisions to be made faster, more accurately and securely. Accelex's cutting edge technology allows investors and services to integrate data from private investment portfolios. Firms can automate accessing, extracting and organizing unstructured transaction and performance data.