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Ratings and Reviews 0 Ratings
Alternatives to Consider
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MartusMartus 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.
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Sage IntacctSage 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.
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Epicor FinancialsEpicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security. -Enhance both financial and operational planning across various departments. Facilitate connections to diverse data sources to minimize silos. Prioritize workflow automation to boost efficiency and productivity. -Foster greater collaboration between Finance and Accounting teams. Broaden your business's reach on a global scale. With these advancements, organizations can better respond to dynamic market demands.
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Banker's DashboardMonitor 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.
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EverstageEverstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.
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CoeveraCoevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, managers accountable for pipeline, and deals won through consultation rather than transaction. Formerly Pipeliner CRM, building sales software since 2011. Results that speak for themselves: 4 weeks to implement. 0 full-time admins required. 2 hours to onboard a user. Dramatically reduced total cost of ownership. Sales leaders get a forecast they can defend. Sales ops configure it themselves. Reps get a pipeline where the next step is obvious. • Voyager AI: predictive deal and pipeline guidance, plus native MCP • Visual pipelines with buying centers and relationship maps • Guided selling: your stages and criteria, enforced in the flow of work • Automatizer: no-code workflow automation your team builds • Built-in reporting and forecasting, with BI export Three editions: $85, $115 and $150 per user/month. Industry-agnostic.
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Project InsightProject Insight is strategic project, program, and portfolio management software designed to give growing organizations a complete picture of work across departments, teams, and systems. It connects the data behind projects so leaders can make confident decisions about priorities, investments, resources, and delivery. Project Insight provides the connected project data backbone organizations need for accurate executive reporting, financial forecasting, strategic planning, and AI analysis. Leaders can see whether they have enough capacity, understand project costs, and determine whether teams can deliver on their commitments. The platform combines project intake and prioritization, resource planning, scheduling, time tracking, budgeting, approvals, and portfolio reporting. Configurable workflows and multiple project views give teams flexibility while maintaining consistent information for leadership. Native integrations with Jira and Azure DevOps, along with connections to Microsoft, Salesforce, ServiceNow, and HubSpot, help organizations bring information together without replacing the tools their teams already use. Built-in AI capabilities support resource recommendations, capacity forecasting, project template generation, meeting action items, and what-if simulations. Whether building a PMO or scaling an established one, Project Insight offers customizable processes, dedicated onboarding support, and free view-only seats to help organizations grow without losing visibility into their work.
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ZenTreasuryZenTreasury is the financial contract accounting subledger for the Office of the CFO. Group controllers, CFOs, treasury managers, and auditors all work from the same contract data, because the ERP that posts the journal entry does not know the contract behind it. Add a lease once and ZenTreasury generates the right of use asset, the liability, and the full period by period schedule automatically, with depreciation, interest, and balance carry forward following the standard from day one. Index-linked remeasurement is handled automatically: index rates, base values, applied dates, and next indexation dates are tracked per contract and applied on schedule. Every modification, including scope changes, term extensions, rate revisions, and partial terminations, triggers a recalculation and is logged with a timestamp and user, so the before and after picture is always there without a follow up request. On the treasury side, ZenTreasury centralises FX position management (forwards, swaps, cross currency instruments with mark-to-market), internal and external loan and money market tracking with DCF valuation against yield curves and automated interest calculations, trade finance and guarantee monitoring with fee and exposure tracking, and group wide cash flow forecasting with scenario modelling. All multi entity, multi currency, with a complete per-field audit trail and direct bank connectivity. Every customer gets a dedicated, isolated database, so lease and treasury data is never shared with other tenants. This is a meaningful differentiator for enterprise audit and GDPR requirements. Multi entity, multi currency, SSO (Azure, Entra, Google, Microsoft 365), MFA, and role-based access are all included. It is one platform, not a bundle of modules: accounting is included, and pricing scales to the contracts, entities, and users you actually run. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client
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RunnRunn is an innovative platform for real-time resource management that features integrated time tracking and robust forecasting abilities. Effortlessly plan your projects and allocate resources by scheduling project phases, milestones, and time off. Switch seamlessly between monthly, quarterly, and semi-annual views to strategize for both immediate and future needs. Gain a comprehensive overview of your entire organization, allowing you to effectively manage changes in capacity, workload, and availability as you develop your plans. Runn transforms resource management into a dynamic and visual experience through a centralized, shared interface. You can delve deeper into specific roles, teams, and tags to analyze trends and pinpoint groups that may be overbooked. Additionally, you can outline potential projects to assess how your plans could evolve as work gets confirmed. Monitor project progress, view forecasts, and access crucial metrics with Runn, including utilization rates, project variance, and overall financial health. Utilize the platform's built-in timesheets to keep track of project advancements efficiently. Runn also offers integrations with Harvest, WorkflowMax, and Clockify, and through its API, users can create custom integrations to connect Runn to their preferred tools, enhancing workflow and productivity even further. This versatility makes Runn a vital asset for teams looking to optimize their resource management and project planning processes.
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BudgytBudgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch. The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization. Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.
What is FD4Cast?
By merging expert guidance with a premier Excel tool, you can achieve a solid understanding of financials, regardless of whether you are a startup, an established entity, or somewhere along the spectrum, leading to an outstanding integration of insight and technology. Customized financial modeling services are designed to meet your specific forecasting requirements, which results in improved predictions and heightened accuracy in your financial assessment. Furthermore, you can generate reports in the exact format you need, providing both clarity and professionalism in your financial projections. This capability enables you to effectively demonstrate your financial strengths by presenting forecasts in a way that meets the expectations of banks and potential investors. The efficient printing process allows for the effortless creation of high-quality reports, removing the stress of formatting spreadsheets for presentations. Count on our combined expertise and advanced technology to create a reliable system with precise figures, empowering you to make a substantial impression in your financial pursuits. In addition, our service not only simplifies your financial reporting but also significantly enhances your overall strategic decision-making approach, ensuring you are equipped for successful financial management. Ultimately, you will find that this streamlined process supports your long-term financial goals.
What is EasyFinancialModels?
EasyFinancialModels is a free resource that transforms your financial assumptions into a detailed and customizable Excel model, which includes integrated formulas for the income statement, balance sheet, cash flow, discounted cash flow (DCF) valuation, and internal rate of return (IRR), with a particular focus on SaaS firms, startups, and small businesses. Moreover, it offers the capability to produce cash flow forecasts and DCF valuations, featuring free cash flow models that can be adapted for monthly, quarterly, or yearly intervals, covering timeframes ranging from 3 to 25 years, thereby providing a flexible solution for diverse financial planning requirements. This tool not only simplifies financial modeling but also helps users make informed decisions based on robust data analysis.
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$0
FREE
Up to 3 years
$29.98 per model download
.
Up to 3 years
$29.98 per model download
.
Free Version
Supported Platforms
Windows
Supported Platforms
SaaS
Android
iPhone
Windows
Mac
Chromebook
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
On-Site Training
Training Options
On-Site Training
Company Facts
Organization Name
FD4Cast
Company Location
United Kingdom
Company Website
fd4cast.co.uk
Company Facts
Organization Name
EasyFinancialModels.com
Date Founded
2026
Company Location
United States
Company Website
EasyFinancialModels.com
Categories and Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Cash Management
Forecasting
Income Statements
Financial Modeling
Not specified
Categories and Features
Financial Modeling
Not specified