Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
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Quick ConsolsQuick Consols is a specialized financial consolidation software tailored for intricate companies and their group structures. This application streamlines the consolidation process for complex organizations that operate across various fiscal year-ends, currencies, and ERP systems by utilizing a slice-and-dice methodology for reporting. With Quick Consols, users can expect precise and consistent calculations for essential reports and figures. It simplifies both individual company reporting and group consolidations, making these tasks less burdensome. In addition, Quick Consols enhances reporting for business units, profit centers, and cost centers, which empowers users to focus on analyzing data and generating valuable insights regarding financial performance and operational efficiency. The platform boasts an intuitive interface that facilitates easy setup and usage, accommodating an unlimited number of users while also providing extensive support to ensure a smooth experience. Furthermore, this comprehensive tool is designed to adapt as the needs of your business evolve, ensuring long-term value and efficiency.
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FreshBooksFreshBooks simplifies the invoicing and billing process for small enterprises. Renowned as a leading accounting and invoicing solution, FreshBooks caters to both self-employed individuals and small businesses alike. By streamlining invoicing and billing tasks, it enables companies to focus on their passions and core activities. Its extensive array of robust features encompasses expense tracking, time management, and payment processing capabilities. Moreover, the FreshBooks mobile application empowers users to manage their finances from any location, enhancing flexibility and productivity. This combination of features and convenience makes FreshBooks an invaluable asset for any small business.
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MartusMartus Solutions provides an effective platform for budgeting, reporting, and forecasting specifically designed for nonprofits and small to mid-sized enterprises (SMBs). Say goodbye to the complexities of spreadsheets as Martus simplifies your financial management processes. Our user-friendly tools facilitate collaborative budgeting and detailed personnel planning, empowering your organization to confidently make data-driven decisions. With Martus, teams are equipped to operate more efficiently, thanks to real-time data access, customizable reports, and automated workflows that enhance your budgeting and forecasting capabilities. This platform offers essential insights into your organization’s financial status, paving the way for strategic growth and alignment with your mission. Featuring quick implementation, smooth ERP integration, and an easy-to-navigate interface, Martus not only boosts efficiency but also delivers significant value. Numerous organizations have already reaped the benefits of Martus, witnessing a transformation in their financial management practices—enhancing transparency, fostering accountability, and ensuring accuracy in their financial operations, all while remaining budget-friendly. By choosing Martus, you position your organization for long-term success in financial stewardship.
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KantataThe Kantata Professional Services Cloud, which was previously referred to as the Mavenlink Industry Cloud for Professional Services, represents a robust suite of tools aimed at operational management, resource optimization, and business insights, combining integration capabilities with workflow automation to enhance overall efficiency. This comprehensive solution is designed to improve operational performance while helping businesses optimize their resources effectively. By employing a resource-first architecture, it enables service-oriented companies to assemble the most capable teams and track their progress against established budgets and timelines, ensuring projects are executed smoothly, reliably, and profitably. Furthermore, the Kantata Professional Services Cloud is specifically tailored for agencies and professional service firms with employee counts ranging from 50 to over 5000. Serving as the core of your business, Kantata addresses daily challenges in resource management with its cutting-edge optimization features, utilizing advanced algorithms and analytics to tackle complex business issues that were once deemed insurmountable. With this innovative platform, organizations can not only streamline their operations but also unlock new avenues for growth and efficiency.
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SAP S/4HANA Cloud Public EditionSAP Cloud ERP is the modern, SaaS ERP built for growing mid-market manufacturers, distributors and omni-channel retail that need to replace outdated systems with a clean, standardized core. It delivers best-practice processes across finance, operations, manufacturing, supply chain, inventory, project services, being kept current with quarterly innovations. Executives gain real-time visibility and control with embedded analytics, workflow automation, and SAP Business AI for anomaly detection, forecasting, and AP automation. The result: faster closes, tighter cash conversion, improved on-time delivery, and fewer manual workarounds. Designed for scale, S/4HANA Cloud Public Edition supports multi-company, multi-location, multi-country operations, global compliance, and role-based security. A “clean core” approach allows for unique configurations while SAP Business Technology Platform (BTP) simplifies integrations and extensions so upgrades stay simple and predictable. The platform’s in-memory architecture (HANA) powers instant reporting on live transactional data, enabling CFOs, COOs, and CIOs to move from reactive to proactive decision-making. Commercially, the solution uses transparent subscription licensing aligned to user roles and modular line-of-business capabilities. Customers can start small and expand as needs grow adding advanced planning, embedded analytics, or industry capabilities without disrupting the core. Whether you’re standardizing one site or orchestrating multiple entities, SAP Cloud ERP provides a single source of truth for sales, operations and finance. Navigator Business Solutions is an SAP partner focused on mid-market ERP transformations. We help define your roadmap, implement fit-to-standard processes, migrate data, connect third-party systems, and enable your teams accelerating time to value while reducing risk. If you’re considering a ERP transformation project, include SAP Cloud ERP on your list. This is not your father's ERP
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PlaidPlaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.
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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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BudgytBudgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch. The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization. Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.
What is Briq?
Briq empowers you to predict steady profits, streamline your workload, and access accurate data that helps you make strategic choices for your enterprise. The reliance on outdated spreadsheets, erroneous data, and sluggish workflows obstructs your organization's journey toward achieving its fullest potential. By adopting Briq, you can revolutionize your operations through automated workflows, smart data-entry bots, and optimized financial processes. While various accounting, project management, and CRM systems may digitize certain elements of your business, they frequently overlook the fundamental ways in which you operate. Integrating your systems with Briq guarantees a smooth connection and enhanced efficiency. We take pride in nurturing a culture of innovation, developing solutions that are both cutting-edge and effective. Our collaborative approach involves working hand-in-hand with you, allowing our specialists to closely engage with your finance team. We are dedicated to your success, and our platform is meticulously crafted to significantly boost business outcomes. With Briq, you can uncover new avenues for growth and propel your success to unprecedented heights, ultimately transforming the way you do business. Your journey toward enhanced performance starts with this innovative partnership.
What is Allvue?
Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.
Integrations Supported
PitchBook
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Briq
Date Founded
2018
Company Location
United States
Company Website
www.briq.com
Company Facts
Organization Name
Allvue Systems
Date Founded
2019
Company Location
United States
Company Website
www.allvuesystems.com
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Construction Accounting
Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
Enterprise Search
AI / Machine Learning
Faceted Search / Filtering
Full Text Search
Fuzzy Search
Indexing
Text Analytics
eDiscovery
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Predictive Analytics
AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis
Revenue Cycle Management
Accounts Receivable
Claims Management
Collections Management
EHR/EMR Integration
For Healthcare
ICD-10 Compliance
Insurance Verification
Medical Billing
Patient Portal
Patient Registration
Patient Scheduling
Payment Processing
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project
Categories and Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations