Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
What is Exopen?
Develop a strategic approach to your financial revenue management by connecting various elements, creating the necessary equations, and achieving your targets. Exopen provides CFOs and financial controllers with vital resources to improve financial reporting, optimize budgeting and forecasting, and produce clear, meaningful analyses for stakeholders. With Exopen, you can harness advanced, data-driven functionalities that streamline your budgeting and forecasting processes, allowing for seamless integration with Power BI for in-depth analysis. This integration provides a holistic view and boosts accuracy in your financial plans, leading to significant time savings. You will regularly access high-quality data from your ERP system, enabling faster insights that contribute to more strategic business decisions. Customize your experience by choosing modules that fit your specific needs, allowing a tailored approach to budgeting and forecasting. Our planning tool accommodates various methods, such as account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, giving you the adaptability required to meet shifting business demands. By leveraging these capabilities, you not only improve your financial decision-making process but also empower your organization to achieve greater successes and overcome challenges effectively. Ultimately, Exopen ensures that your financial strategies are not just effective but also resilient in the face of changing market dynamics.
What is Calxa?
Streamline your management reporting procedures to produce more accurate and professional insights that will improve your decision-making skills. Effective decision-making hinges on the availability of precise data that is presented clearly and understandably. Calxa integrates effortlessly with popular accounting systems such as MYOB AccountRight, MYOB Essentials, Xero, and QuickBooks Online. By following simple instructions, you can connect your accounts once and opt to receive updates as frequently as you need—whether that be monthly, weekly, or daily. You can easily import existing budgets from your accounting software or upload them via a spreadsheet. For those creating budgets from scratch, the Budget Factory Wizard offers a quick way to draft an initial budget, which can then be elaborated on using the advanced Budget Builder for more detailed management. Start with a pre-packaged Report Bundle Kit to dive into the most requested reports available. Furthermore, you can create workflows that schedule the delivery of reports at times and frequencies that suit your needs. Choose from an extensive library of reports, group them into batches, and automate their delivery to enhance efficiency and convenience. By doing so, you can guarantee that your insights remain current and easily accessible, allowing your team to make informed decisions promptly. Ultimately, this approach empowers your organization to respond swiftly to any changes in the financial landscape.
Integrations Supported
QuickBooks Online
Xero
ActiveCampaign
Affinity
Close
Fortnox
Insightly
Keap
MYOB AccountRight
MYOB Acumatica
Integrations Supported
QuickBooks Online
Xero
ActiveCampaign
Affinity
Close
Fortnox
Insightly
Keap
MYOB AccountRight
MYOB Acumatica
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$30 per month
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
Exopen
Company Location
Sweden
Company Website
exopen.io
Company Facts
Organization Name
Calxa
Date Founded
2008
Company Location
Australia
Company Website
www.calxa.com
Categories and Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
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
Categories and Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control