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What is Easy Insight?

Remove ambiguity from your data by employing integrated reports alongside intuitive dashboards that are simple to create. By consolidating information from various sources, you can establish a thorough and impactful overview of your organization. Inspire meaningful transformations directly from your tailored reports, which are easily updated as needed. Easy Insight allows you to refine your business strategies through data-driven insights. Connect your cloud-based applications to achieve unmatched transparency in areas such as inventory control, conversion rates, and project timelines. Gain actionable insights while turning your data into visually striking and user-friendly dashboards sourced from SaaS platforms like Basecamp, DEAR Systems, Katana, Xero, and many more. By integrating information across multiple departments, you can obtain a holistic view of your business, addressing everything from sales funnels and project advancements to financial indicators and stock levels. Create custom dashboards with various components including tables, charts, maps, and more to effectively tackle essential business intelligence questions and promote informed decision-making. This efficient approach not only simplifies the management of data but also equips teams to respond quickly based on insights derived from extensive analytics, ultimately driving organizational success forward. As your understanding of data deepens, you can continuously adapt and enhance your strategies in a rapidly changing business landscape.

What is Bottomline Global Cash Management Hub?

Obtain a consolidated view of your cash flow through a single integrated platform that connects seamlessly with all your banking accounts, eliminating the need for manual updates. This ensures that every stakeholder can access the same detailed insight into financial health. By centralizing cash, credit options, loans, and various financial instruments, you can enhance your management of working capital with ease. Generate bank statements and account reports with minimal risk of errors and save considerable time on repetitive tasks. Quickly access your opening, projected, and intra-day balances with real-time updates, avoiding the inconvenience of logging into multiple bank websites. Customize your dashboards and screens to align with your individual preferences, creating a more personalized experience. Effortlessly track your expected revenues, accounts payable and receivable, and payroll. In addition, you can conveniently compare your forecasts with your budgets. The platform automatically refreshes your financial data, allowing you to leverage a variety of tools and perspectives for effective liquidity management and informed decision-making. You can also delve deeper into your data by filtering, drilling down, and exporting information, enhancing your ability to analyze it comprehensively. Moreover, evaluating cash positions in both original and reporting currencies ensures a thorough understanding of your financial situation. This all-encompassing approach guarantees that your decision-making processes are supported by accurate and timely financial information, ultimately leading to more strategic outcomes. The ability to visualize trends and insights further empowers your financial planning and operational efficiency.

Media

Media

Integrations Supported

Asana
Basecamp
ClickUp
Constant Contact
Freshdesk
Insightly
Keap
Mailchimp
Quickbase
Redbooth
Salesforce
Smartsheet
Solve CRM
SurveyMonkey Enterprise
Teamwork CRM
Teamwork.com
Trello
Zendesk
Zoom Webinars

Integrations Supported

API Availability

API Availability

Pricing Information

$50 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Easy Insight

Company Location

United States

Company Website

www.easy-insight.com

Company Facts

Organization Name

Bottomline

Company Location

United States

Company Website

www.bottomline.com/us/global-cash-management-hub-businesses

Categories and Features

Business Intelligence

Visual Analytics

Categories and Features

Treasury

Not specified

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