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DealCloud
DealCloud
Streamline dealmaking and enhance relationships in capital markets.
DealCloud provides an all-encompassing platform tailored for managing deals, relationships, and firms, aimed at simplifying the dealmaking process for organizations in the capital markets sector—from initial strategic planning to deal execution. Our customized solutions are designed to accommodate firms of all sizes, further enhanced by numerous data partner integrations and system APIs that maximize the potential of your existing technology investments. By booking a demo, you can learn how DealCloud can serve your team's needs effectively. Thus far, we have equipped more than 25,000 active capital markets professionals with essential tools to boost their efficiency and competitiveness within the industry. Our financial services software benefits from the expertise of professionals across various fields, and we encourage you to contact us for a demo to explore how it can address your specific requirements. Engage with us to discover the innovative features that can significantly improve your firm's performance in the ever-evolving capital markets environment. Experience firsthand how our platform can transform your operations and drive success.
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Arria NLG Studio
Arria NLG
Empower your business with rapid, intelligent decision-making solutions.
NLG Studio, an innovative AI solution crafted by Arria NLG, is designed specifically for small and medium enterprises. It equips these businesses with capabilities akin to those of dedicated financial analysts, enabling them to detect trends, pinpoint issues, and anticipate future events. Utilizing Arria's patented technology, this software-as-a-service (SaaS) platform delivers pertinent information rapidly through Natural Language Generation. By integrating aspects of financial and business intelligence, NLG Studio streamlines decision-making processes for its users. As a result, companies can make more informed choices in a fraction of the time it would typically take.
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MYGIDE
GIDE International
Transform your data into strategic insights and alignment.
MYGIDE streamlines the integration of diverse business entities and segments by utilizing general ledger coding or tailored user connections, which facilitates the cohesive gathering of data that is organized into structured reports and statements for effective analysis. This innovative system provides the ability to instantly adjust any changes made at a lower level, ensuring those modifications are reflected in summary reports at higher levels. In addition, MYGIDE calculates both horizontal and vertical run rates, generating forecasts for both short-term and long-term strategies grounded in historical data, actual outcomes, and current market trends. Users are empowered to personalize these trend-based run rates with their own assumptions, resulting in a more customized approach to planning. Moreover, it allows for the creation, storage, and comparison of different scenarios for what-if analyses or evaluations of inclusions and exclusions, promoting a comprehensive assessment process. MYGIDE encourages a collaborative budgeting and planning environment, providing operational division managers with essential data and resources to refine their planning efforts, while also offering the finance office the advantage of real-time consolidation of all inputs. Ultimately, this integrated system enhances decision-making capabilities throughout the organization, leading to better strategic outcomes and alignment. By fostering a culture of data-driven insights, MYGIDE ensures that all levels of the business are equipped to contribute effectively to the overall objectives.
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Xcellerator
Incisive Software
Maximize efficiency and precision in your spreadsheet tasks!
End users can leverage the Incisive Xcellerator™ software to enhance their work efficiency and achieve high precision in their tasks. This powerful tool integrates seamlessly with Microsoft Excel, identifying and assisting in the resolution of errors and potential risks. Additionally, it offers valuable insights into how spreadsheets are constructed. Given the pivotal role spreadsheets play in business decision-making, it is essential that they maintain a high level of reliability. Distortions caused by fraud, outdated references, and various other errors can result in detrimental decisions. Xcellerator ensures that the data used is dependable and devoid of errors, thus supporting informed decision-making. Its robust capabilities stem from thorough testing, addressing issues ranging from formula inaccuracies to hidden errors and problematic regions within the spreadsheet. By providing quick and accurate results, Xcellerator enables spreadsheet reviewers to save countless hours that would otherwise be spent on manual checks. Consequently, management can be confident that their data is sound and free of significant errors or potential fraud, fostering a culture of trust in their analytical processes. This assurance not only enhances the decision-making process but also bolsters overall organizational integrity.
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Accountagility ORYX
Accountagility
Streamline your financial planning with centralized control and adaptability.
Understanding finance and the complexities involved in financial planning is essential. The effectiveness of your planning hinges on your ability to quickly generate, evaluate, and modify plan details. Operating in a global market complicates planning and analysis due to varying regional needs. Therefore, it is crucial to have a system that accommodates local differences while maintaining a unified global planning approach. Manually achieving this is often challenging and labor-intensive. Our financial planning and analysis software streamlines all planning processes, leading to significant time savings and cost reductions. With ORYX Plan, management can be centralized within a single environment. Furthermore, routine team members can oversee and update activities and business logic, ensuring that you and your finance team retain total control over the planning cycle as well as version management. This level of adaptability and oversight empowers teams to respond swiftly to any changes in the financial landscape.
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Financial Advisor for Excel is a specialized add-in for Microsoft® Excel® that offers a suite of 74 financial calculators, designed to facilitate key financial calculations and thereby conserve both time and effort. These adaptable calculators accommodate a diverse array of evaluations, ranging from cash flow analysis to loan assessments, investment tracking, forecasting future values, calculating rates of return, performing financial analyses, and overseeing personal finance management. Users can effortlessly input their data, and the calculators will quickly produce accurate results. To enhance the user experience, it is essential to deselect the checklist prior to pressing the OPEN button; this action informs Windows that the file is secure and prevents the confirmation window from appearing again for that specific task. This intuitive design significantly simplifies the process for both individuals and professionals looking to handle their financial computations with ease and precision. Consequently, Financial Advisor for Excel stands out as a practical solution for anyone needing effective financial management tools.
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Redwood Reporting
Redwood Software
Streamline reporting: accurate, timely, and effortlessly accessible.
Redwood Reporting seamlessly provides essential reports at the right moment, in the right location, and in the preferred format, alleviating the common issues of frustration, wasted time, and inaccuracies that often arise from the manual process of gathering, calculating, and organizing data from various systems. This innovative solution includes features such as:
* User-friendly, browser-based report access from nearly any application
* Immediate retrieval of both historical and recent report data through flexible push and pull functionalities
* Options for analysis, deconstruction, and reformatting of report data before distribution to adhere to specific business or security protocols
* The capability to compile sections from multiple report sources into cohesive, customized documents for sharing via email or publication
* Comprehensive APIs that facilitate smooth integration with existing business applications and enable rapid content retrieval
* Simplified management of report access through security measures already in place within the organization, ensuring data protection and compliance.
In summary, Redwood Reporting enhances efficiency and accuracy in report delivery, making it a vital tool for any enterprise seeking to streamline its data management processes.
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EPIC
HOC
Innovative software solutions for energy trading and finance.
Established in 2001, HOC focuses on developing innovative software solutions for the energy trading and financial services industries. We proudly cater to a wide range of clients, spanning sectors such as financial services, hedge funds, private equity, commodity trading, renewable energy, and utilities. Our deep industry knowledge empowers us to deliver customized solutions that effectively tackle the unique challenges faced by large enterprises.
Our premier platform, EPIC (Enterprise Platform for Integrated Compliance), is distinguished by outstanding customer support. EPIC optimizes data management and workflows, automating time-consuming tasks while improving accountability through enhanced visibility.
This versatile solution not only meets but aims to surpass your requirements for accounting, compliance, and financial reporting, effortlessly integrating with systems across the entire enterprise. With EPIC, organizations can anticipate improved efficiency and a stronger alignment with regulatory standards.
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Mitchell Humphrey FMS
Mitchell Humphrey
Optimize financial health and streamline operations effortlessly today!
This comprehensive Financial Management Software is specifically crafted to optimize time efficiency and secure the lasting financial health of your municipality. With FMS, you gain full visibility into your financial landscape, allowing you to perform complex calculations effortlessly with a single keystroke. You can rest assured that no essential steps in your operations will be overlooked, as FMS is capable of operating autonomously or can be integrated into a tailored suite that meets your unique needs. Our organization focuses on creating software solutions primarily for the public sector, enhancing operational efficiency, improving resident satisfaction, and simplifying financial management through our intuitive and secure platforms. FastTrackGov’s property management system enables you to compile all property-related data, which can be accessed from anywhere, streamlining your workflow. The construction permitting process can be daunting and time-consuming, even for experienced personnel. FastTrackGov’s Construction Permitting solution simplifies each stage through automated workflows, leading to a more efficient and manageable permitting experience, which ultimately empowers your team to prioritize more critical tasks. This enhanced approach not only improves productivity but also contributes to a more effective use of resources within your organization.
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Carta
Carta
Simplifying equity management for investors and companies alike.
Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.
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Even with rigorous regulations designed to promote accurate and compliant financial reporting, many companies still depend on outdated manual or semi-automated reconciliation and certification methods. These traditional approaches can result in various problems, including inaccuracies, operational inefficiencies, and reduced oversight of financial data during the certification process. Fiserv's Frontier™ Reconciliation provides a robust end-to-end solution that grants a comprehensive view of account reconciliation organization-wide, facilitating the easy identification of exceptions and minimizing the need for manual efforts. This solution fully automates labor-intensive workflows and ensures compliance with both corporate and regulatory requirements. Yet, the reduction of errors and the minimization of write-offs represent only a fraction of the overall advantages. By lessening the demand for manual investigations and interventions in the reconciliation process, organizations can achieve enhanced efficiency and lower operational expenses, enabling their teams to concentrate on more strategic, value-added initiatives. Ultimately, implementing such holistic solutions can revolutionize financial operations while paving the way for sustained success and growth within the organization.
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Mosaic
Mosaic.tech
Empower your organization with flexible finance and insights!
Mosaic serves as a Strategic Finance Platform designed for flexible planning, immediate reporting, in-depth analysis, and enhanced forecasting accuracy. By seamlessly integrating data from various systems such as ERP, CRM, HRIS, and Billing, it offers a unified source of truth for the entire organization, fostering team alignment and facilitating improved decision-making. Currently, leading fast-growing enterprises utilize Mosaic's software to effectively oversee their ongoing business performance while strategically preparing for future opportunities. This innovative platform not only streamlines financial processes but also empowers organizations to adapt swiftly to changing market conditions.
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Macabacus
Macabacus
Elevate presentations and financial models with unparalleled efficiency.
Macabacus stands out as an exceptional suite of productivity and brand compliance tools that enhance your ability to craft superior presentations and financial models efficiently within Microsoft Office. This software is invaluable for consultants and advanced finance professionals alike, providing solutions that tackle frequent challenges encountered in financial modeling. Users can swiftly spot discrepancies and potential errors in their models, preventing expensive blunders down the line. With Macabacus, creating intricate charts is a breeze, and checking for adherence to brand standards becomes straightforward, in addition to seamlessly adding various components. It also promotes the optimization of Excel's performance by helping to declutter and minimize spreadsheet file sizes. Furthermore, it allows for the synchronization of table of contents and section elements, enabling users to concentrate more on their content. The tools also permit quick alignment, resizing, and manipulation of shapes, streamlining processes that would otherwise be cumbersome and time-consuming. By integrating Macabacus into your workflow, you can elevate the quality and efficiency of your presentations and models significantly.
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GATHER.nexus
GATHER.nexus
Streamline financial reporting for multi-entity organizations effortlessly.
GATHER.nexus is a financial accounting and reporting tool tailored for the purpose of aggregating and presenting financial information. This platform caters specifically to finance teams operating within multi-entity organizations that rely on Xero or QuickBooks as their primary accounting systems, enhancing their ability to manage financial data effectively.
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CCH Tagetik
Wolters Kluwer
Transform your finance operations with seamless data integration.
CCH Tagetik's Corporate Performance Management software is relied upon by businesses to enhance efficiency, cut expenses, and minimize risks. By integrating data, processes, and personnel into a single reliable source, organizations can achieve faster financial closes and more proactive planning. The CCH Tagetik Finance Transformation Platform, fueled by the Analytic Information Hub, serves as a cohesive platform that links finance and operations, optimizing the processes of consolidation, closing, reporting, analysis, compliance, and disclosures. This holistic approach not only improves accuracy but also empowers companies to make informed decisions with greater agility.
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CXO-Cockpit
CXO-Cockpit
Revolutionize finance reporting with streamlined, insightful performance analytics.
Transform the capabilities of finance teams with CXO-Cockpit, a powerful performance reporting tool created by CXO Solutions BV. This cutting-edge platform removes the cumbersome and error-prone dependency on Excel for reporting purposes, offering a more streamlined, secure, and effective performance reporting experience. With a diverse range of pre-built financial and performance reporting templates alongside user-friendly dashboards, CXO-Cockpit provides crucial insights and analytics. Additionally, it allows for the incorporation of Point of View (POV) comments, facilitates the sharing of storyboards, and includes numerous other features. Furthermore, this platform enables real-time access to essential data from top Enterprise Performance Management (EPM) systems like Oracle, SAP, and Tagetik, equipping finance teams to make quick and informed decisions. By utilizing CXO-Cockpit, organizations can not only enhance their reporting accuracy but also boost their overall operational efficiency. Ultimately, this powerful tool stands as a game changer for finance departments striving for excellence in performance reporting.
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Prophix
Prophix Software
Transform your business with integrated performance management software.
Prophix serves as an all-encompassing software solution tailored for corporate performance management (CPM), catering to the diverse requirements of businesses of all scales and industries. By unifying budgeting, planning, forecasting, financial consolidation, and reporting capabilities within a single platform, Prophix facilitates a shift from conventional Excel practices, ultimately improving organizational performance. Available in both on-premises and cloud versions, it has earned the confidence of numerous companies worldwide, enabling them to efficiently automate and streamline critical financial processes. This powerful software not only supports businesses in making well-informed decisions but also plays a crucial role in fostering strategic growth and development. Additionally, its user-friendly interface ensures that teams can quickly adapt and benefit from its comprehensive features.
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Hubble
insightsoftware
Empower your business with real-time insights and efficiency.
Unlock your organization's full potential with Hubble, an advanced performance platform that unifies reporting, analytics, planning, data visualization, and data integration into a cohesive real-time solution. Created by insightsoftware.com, Hubble is tailored for key business systems like ERP, HCM, and CRM technologies. Serving multiple sectors such as Finance, HR, and Operations, Hubble empowers businesses with the necessary tools to optimize processes while achieving greater clarity, control, and predictive insights into their operations. This holistic strategy not only improves decision-making but also fosters a more profound comprehension of business dynamics, ultimately driving growth and efficiency across various departments. By leveraging Hubble, organizations can adapt to changes swiftly and remain competitive in a fast-paced environment.
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Limelight
Limelight Software
Transform data into insights with seamless real-time collaboration.
Your ERP system offers capabilities for real-time planning, forecasting, and reporting. Limelight, an advanced alternative to Excel, facilitates data integration, teamwork, and oversight. By consolidating all your data into a single platform, Limelight enhances connectivity among your data and team members. This seamless integration fosters better communication, increases visibility of workflows, and accelerates the process of gaining insights. As a result, you can complete your forecasting and budgeting tasks more swiftly, with higher accuracy, and improved collaboration among all departments. Furthermore, Limelight empowers users to view and analyze reports in real-time, delve into transaction specifics, and present information through narratives that are easily comprehensible for managers, aiding in their decision-making process. Ultimately, this holistic approach not only streamlines operations but also empowers your organization to respond more adeptly to changing circumstances.
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BusinessRadar
Mastracon
Unlock strategic insights for confident, streamlined financial management.
The BusinessRadar dashboard provides a comprehensive perspective on your business, encompassing both past performance and future forecasts. By incorporating chosen KPIs, visual aids, and data, it tells a complete narrative of your company's operational effectiveness. Utilizing BusinessRadar allows for quicker and more accurate strategic planning compared to traditional approaches. The insight it delivers empowers you to predict upcoming trends with assurance. This platform streamlines the decision-making process within your business, allowing you to focus on what is essential: building and maintaining a profitable enterprise while ensuring consistent cash flow. Designed for Windows, BusinessRadar operates as an independent application that works seamlessly with any accounting software and chart of accounts. Its deployment is efficient and quick, with capabilities for budgeting, forecasting, reporting, consolidating, and simulating all within a few clicks. As a top-tier financial management tool, BusinessRadar grants you a clear view of your organization’s fiscal health, helping you remain proactive in your financial planning. Moreover, its intuitive interface not only improves your overall experience but also transforms financial management into a more accessible and streamlined process. With BusinessRadar, you gain the confidence needed to navigate the complexities of financial oversight effectively.
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FYIsoft
FYIsoft
Transform financial reporting: Efficiency, accuracy, and insightful analysis.
Intelligent Reporting and Analysis Software for Financial and Accounting Professionals
FYIsoft® is a comprehensive software solution tailored for finance and accounting experts aiming to boost their efficiency in rapidly expanding or multi-entity settings. This robust financial reporting and analysis tool has demonstrated the ability to cut reporting time by 50% or more, earning the trust of finance and accounting specialists globally.
ReportFYI offers flexible deployment options, whether on-premises or in the cloud, seamlessly integrating with your general ledger to provide advanced reporting features without the need to overhaul your existing ERP system.
AnalyticsFYI is equipped with powerful functionalities, including industry benchmarking and advanced artificial intelligence, allowing for extensive customization to fit your specific financial planning and analysis needs.
Additionally, BudgetFYI streamlines the planning process by leveraging automation and user-friendly design, enabling quicker and more informed decision-making. This innovative approach not only enhances productivity but also empowers organizations to respond more effectively to changing market conditions.
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Deltek Costpoint
Deltek Costpoint
Streamline operations, boost profits, and enhance project success.
Costpoint Manufacturing enhances efficiency and digital integration across every facet of the operational workflow, from initial bids to final shipments. This advancement is set to boost both profitability and project success for contractors working with government entities. All financial data and operational information are consolidated within a single secure system. Traditional paper-based processes can be transformed into digital formats, enabling real-time capture, storage, and analysis of data down to the individual project level. Costs can be assembled and allocated in a consistent manner, simplifying compliance with contract stipulations. The system’s modernized, adaptable, and integrated automation provides clear visibility into process controls and modifications. By automating and connecting financial and production workflows, organizations can enhance accuracy, ascertain true costs, and ensure preparedness for audits. It also allows users to take advantage of contract flow-downs alongside security measures for organizations, projects, and individual parts. Furthermore, automating transaction traceability ensures that every movement is meticulously recorded and easy to track, ultimately supporting better decision-making and operational efficiency.
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Our cutting-edge financial planning and analysis tools are designed for those who seek to navigate complexities with ease and clarity. We enable your teams to understand critical metrics and effectively communicate that information to drive better results. With Unit4 Financial Planning & Analysis, your organization can quickly pinpoint what is essential and harness that insight to transform strategies into concrete actions. Our cloud-based FP&A software equips your team with streamlined methods to capitalize on financial data through robust performance management, extensive planning, budgeting, forecasting, financial consolidation, and sophisticated reporting, visualization, and analytics. By implementing a flexible and cohesive strategy, we cater to all your organization’s financial planning needs, whether it's managing cash flow, supervising operational budgets, or forecasting sales, costs, and revenue trends. This comprehensive approach guarantees that your organization is agile and well-prepared to adapt in a fast-evolving financial environment, ultimately fostering sustainable growth and success. Embracing this innovative framework will empower your teams to make informed decisions that align with your organization’s strategic goals.
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SAP S/4HANA
SAP
Transform your business with cutting-edge innovation and agility.
SAP S/4HANA represents a state-of-the-art ERP solution designed specifically for contemporary businesses, seamlessly integrating artificial intelligence and machine learning to boost its functionality. This innovative system offers flexibility in deployment, whether on-premises, via public or private cloud environments, or through a hybrid approach. With a focus on the future, SAP S/4HANA utilizes intelligent technologies such as AI, machine learning, and advanced analytics to facilitate the transformation of business processes through intelligent automation. Leveraging the capabilities of SAP HANA, a premier in-memory database, it provides exceptional real-time processing abilities alongside a simplified data architecture. Users enjoy the freedom to choose from a wide range of features within SAP S/4HANA, applying cutting-edge technologies and automation to fundamentally change their operational workflows. These features span various business areas, including finance, supply chain management, manufacturing, sales, and distribution, thereby ensuring thorough support for organizations. Furthermore, by adopting SAP S/4HANA, companies can significantly improve their agility and adaptability in a rapidly changing market environment, positioning themselves for sustained success. Ultimately, this platform not only enhances efficiency but also empowers businesses to innovate and thrive in their respective industries.
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Strands BFM
Strands
Empowering SMEs to conquer financial challenges and grow.
Focus on the needs of your small and medium-sized enterprise (SME) clients as they navigate their growth trajectories. Offer solutions that effectively tackle the three main hurdles that most businesses encounter: financial management, loan acquisition, and scaling operations—whether it’s through buying, running, or divesting businesses. Help empower your SME clients to gain control over their financial situation with reliable income and expense tracking systems. If they don’t have an established credit history, there’s no reason for alarm; assist in facilitating loans for SMEs by utilizing insights and a deep understanding of their requirements, thus enabling them to confront their biggest challenge: managing finances. Equip SMEs to confidently manage their everyday operations, supported by strategic planning and foresight. Provide a comprehensive platform that integrates all accounting and invoicing activities, sets up tax provisions, prepares for fluctuating cash flows, and ensures overall smooth business operations without unnecessary strain. Foster real-time engagement to anticipate and meet customer needs, improving customer experiences through AI-driven personalization, which in turn strengthens long-lasting relationships and loyalty. By centering your efforts on the unique needs of SMEs, you play a crucial role in promoting their sustainable growth and enduring success while also enhancing your own business reputation.