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What is Cashbook?
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What is BluePlanner?
BluePlanner serves as a comprehensive revenue management tool tailored for professionals in accounting, demand planning, finance, and consumer goods sales. Its Trade Promotion Management feature enables organizations to effectively plan, execute, analyze, and report on their accounts throughout the year. Additionally, it offers a robust suite of financial and managerial approvals for each activity undertaken. Consumer goods manufacturers leverage these meticulous plans to oversee trade expenditures and assess their business performance. By incorporating Trade Promotion Optimization, the platform enhances Trade Promotion Management through simulations, insights, and advanced reporting features, thereby supporting the effectiveness of promotions for consumer goods manufacturers. Furthermore, Integrated Business Planning aids in establishing an annual operating plan, setting targets, and creating both sales and operational forecasts. This functionality fosters continuous collaboration among sales teams, finance departments, and channel partners to optimize volumes and financial predictions while striving to meet broader business objectives, ultimately driving greater success in the marketplace.
Integrations Supported
Boomi
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
Cashbook
Date Founded
1992
Company Location
Ireland
Company Website
www.cashbook.com
Company Facts
Organization Name
UpClear
Date Founded
2007
Company Location
United States
Company Website
upclear.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
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
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
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Categories and Features
CPG
Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion
Demand Planning
Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management
Trade Promotion Management
Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management