CData Excel Add-Ins vs. CData Drivers

Sage 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.

Plaid 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.

Martus 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.

Monitor 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.

Budgyt is an accessible and user-friendly budgeting tool designed specifically for small businesses. This cloud-based platform streamlines the budgeting process for small to medium enterprises and non-profit organizations, effectively reducing the vulnerabilities associated with conventional spreadsheets. By using Budgyt, organizations can cut down up to 80% on the time and costs associated with overseeing various budgets across different departments or projects. Key features include data sheets, formula management, and user controls, ensuring a comprehensive budgeting experience. Additionally, the software offers robust capabilities like reporting, version control, intuitive dashboards, and customizable user permissions for enhanced collaboration and oversight. The seamless integration of these features makes Budgyt an essential tool for efficient financial management.

Quick 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.

Label LIVE is a highly user-friendly application designed for creating and printing a wide variety of labels. With it, you can effortlessly generate barcodes, address labels, shelf tags, inventory labels, and much more. The app is compatible with thermal label printers from brands such as mydpi, Brother, DYMO, and Zebra, and it can be utilized on both Mac and Windows 10 desktop systems. Additionally, Label LIVE produces PDFs that can be directed to any installed printer, allowing for the completion of intricate print jobs on both inkjet and laser printers. For those needing to integrate data from spreadsheets, Label LIVE offers a simple solution by allowing users to import files from Excel, Numbers, or CSV formats with just a few clicks, making it an efficient tool for bulk label creation. This versatility ensures that Label LIVE meets various labeling needs seamlessly.

Allvue Systems stands out as a prominent provider of investment management solutions tailored for fund managers, investors, and administrators in the alternative investments sector. Our cutting-edge investment software is designed to be flexible and innovative, breaking down obstacles that exist between individuals, data, and systems. This ensures enhanced decision-making capabilities and efficient processes that align with the needs of investors involved in private equity, private debt, and various alternative asset classes. By prioritizing seamless integration and collaboration, we empower our clients to navigate the complexities of the investment landscape more effectively.

MindCloud serves as a contemporary iPaaS and offers a comprehensive service solution tailored for small to medium-sized enterprises, allowing you to manage projects without the need for dedicated technical personnel. With an extensive library of over 50 pre-built connectors, we can also incorporate any new software platform equipped with an API or supports automated data imports and exports. In addition, we facilitate EDI and FTP integrations to enhance connectivity. Notable connectors include Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, eBay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets, and a wide array of others. MindCloud empowers you to automate all your business processes effectively, thereby eradicating the need for redundant data entry. By integrating your business operations, you can streamline your workflow and improve your overall productivity, making your life easier in the process.

Hopted is a powerful data automation platform that transforms Google Sheets into a live business dashboard by connecting it directly with the tools your business relies on — including Amazon Seller Central, Shopify, and more. Built for operators, analysts, and business owners, Hopted simplifies how teams access, update, and act on their data — all from the comfort of a spreadsheet. Instead of exporting CSVs, formatting reports, and manually refreshing dashboards, Hopted pulls real-time data directly into Google Sheets. Track performance metrics, financial data, ad spend, inventory levels, and more — always up to date, always reliable. Whether you’re reporting on sales, analyzing profitability, or collaborating on growth initiatives, your team gets the full picture without version chaos or stale data. What sets Hopted apart is its 2-way sync capability. You can not only extract data from your apps into Sheets, but also push updates back — whether it’s adjusting listings in Amazon Seller Central or syncing changes to other tools in your stack. This turns your spreadsheet from a static report into an active control center. For Amazon sellers, this means syncing FBA, AWD, and Ads data directly into Sheets, calculating true profitability, managing inventory in real-time, and spotting operational inefficiencies fast. For agencies and consultants, it means scaling insights across multiple accounts with standardized workflows and fewer errors. Hopted is cloud-based, easy to implement, and designed to work for teams of all sizes. With customizable workflows, scheduled syncs, and full visibility into your data, Hopted helps you save time, reduce risk, and make smarter decisions faster — right where your team already works. Say goodbye to CSV chaos and manual workflows. With Hopted, your spreadsheets become a true source of operational clarity and control.