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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 DataDear?

Familiarize yourself with the process of generating reports and refreshing data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who value data to keep using their customized Excel reporting packs. By acting as a convenient link for transferring data from a spreadsheet to both Xero and QuickBooks with a single click, in addition to your spreadsheet serving as a supporting document—whether it's a journal entry, invoice, bill, purchase order, or bank transaction—you can significantly improve your workflow. Additionally, enhance the cloud capabilities of your spreadsheet while preserving your current reporting pack, sparing your staff from the need to master new reporting systems, as nothing truly rivals Excel! This method facilitates faster report generation across all clients, which can lead to cost savings and create opportunities for onboarding new clients moving to cloud solutions. Moreover, think about acquiring a comprehensive reporting pack tailored for your practice or a consolidation model for multiple entities, enabling you to easily refresh and update figures with DataDear. Such investments will not only optimize your processes but also elevate the overall efficiency of your financial reporting activities, paving the way for an improved financial management system. Ultimately, this strategy positions your practice for growth and adaptability in a rapidly changing business landscape.

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
Zendesk
Zoom Webinars

Integrations Supported

QuickBooks Online
Xero

API Availability

API Availability

Pricing Information

$50 per month

Pricing Information

$35 per month

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Easy Insight

Company Location

United States

Company Website

www.easy-insight.com

Company Facts

Organization Name

DataDear

Company Location

Malta

Company Website

www.datadear.com

Categories and Features

Business Intelligence

Visual Analytics

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
CPA Firms
Cash Management
Fund Accounting
Government
Multi-Currency
Nonprofits
Purchase Orders
Tax Management

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