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Ratings and Reviews 0 Ratings
Alternatives to Consider
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D&B Finance AnalyticsDun & Bradstreet’s global data and analytics fuel AI-driven solutions for the credit-to-cash process. With D&B Finance Analytics, users benefit from an intuitive and adaptable platform that enables finance teams to enhance customer service, decrease expenses, and effectively manage risk. It empowers organizations to tackle credit and receivables risks, leading to reduced bad debts, lower Days Sales Outstanding (DSO), and improved cash flow. By streamlining manual decision-making, monitoring, customer interactions, and matching processes, businesses can operate more efficiently. Additionally, it provides customers with an online credit application and a payment portal that enhances the overall experience. The D&B Finance Analytics suite includes two key platforms: D&B Credit Intelligence and D&B® Receivables Intelligence, which work in tandem to deliver comprehensive insights and advanced technologies that drive success across all aspects of credit-to-cash operations. This integration allows users to swiftly identify credit risks, smoothly onboard new clients, and establish appropriate credit terms. Ultimately, these capabilities are designed to facilitate better financial management and foster growth.
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EASAEASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management. Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses. Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.
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PlaidPlaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over 8,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.
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AlternativeSoftSince its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
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Predict360Predict360, developed by 360factors, serves as a comprehensive risk and compliance management platform designed to streamline workflows and improve reporting for various financial institutions, including banks, credit unions, and insurance companies. This cloud-based SaaS solution consolidates essential components such as regulations, compliance management, risk assessments, controls, key risk indicators (KRIs), audits, policies, and training into one cohesive platform while offering powerful analytics and insights that help clients foresee risks and enhance compliance efforts. If your current Governance, Risk, and Compliance (GRC) system isn't equipped with an effective analytics and business intelligence tool for creating insightful reports for executives and board members, consider Lumify360 from 360factors. This predictive analytics platform can seamlessly integrate with any existing GRC, allowing you to maintain your workflow processes while equipping stakeholders with the timely reports and dashboards they require for informed decision-making. With these advanced tools at your disposal, you'll be better positioned to navigate the complexities of regulatory compliance and risk management.
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D&B Risk AnalyticsAround the world, teams focused on risk management, procurement, and compliance face increasing demands to navigate the challenges posed by geopolitical and business risks. The intricacies of both domestic and international operations, alongside a myriad of regulations, significantly influence third-party risks. Therefore, it is essential for organizations to take a proactive approach in managing their relationships with third parties. This innovative platform, leveraging the D&B Data Cloud's extensive database of over 520 million global business records and more than 2 billion updates each year, serves as an AI-driven tool that continually assesses and mitigates counterparty risk. D&B Risk Analytics incorporates top-tier risk data, providing alerts on high-risk transactions and identifying connections across a billion data points, all of which empower businesses to make well-informed choices. Additionally, the platform's intelligent workflows facilitate rapid and comprehensive screening processes, ensuring timely alerts on critical business metrics. As a result, companies can enhance their risk management strategies and improve their overall operational resilience.
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Fraud.netFraud.net stands as the premier framework for managing fraud, utilizing an advanced collective intelligence network, cutting-edge AI, and a state-of-the-art cloud platform that empowers users to: * Integrate fraud data from various sources with a single connection * Identify fraudulent transactions in real-time with an accuracy rate exceeding 99.5% * Reveal valuable insights hidden within vast amounts of data to enhance fraud management strategies Acknowledged in Gartner's market guide for online fraud detection, Fraud.net offers a robust, real-time solution for fraud prevention and analytics specifically designed to meet the demands of businesses. It serves as a centralized command hub, merging data from multiple sources and systems while monitoring digital identities and behaviors, ultimately employing the latest technologies to eliminate fraudulent activities and facilitate secure transactions. Reach out to us today to start your free trial and experience our services firsthand, ensuring your business is protected against potential fraud.
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MelioMelio serves as a streamlined accounts payable solution aimed at enhancing bill payment processes, optimizing operational workflows, and boosting cash flow management. The platform enables users to make payments to vendors via online bank transfers or credit and debit cards, even when those vendors only accept check payments, while Melio handles all the tedious manual tasks. It integrates effortlessly with accounting software such as QuickBooks and Xero, ensuring that your financial records remain current. With Melio, payments can be made using either bank transfers or card options, which not only helps in managing cash flow but also allows users to earn rewards. You can easily input vendor information or bill details manually, upload documents, or take a photo of the invoice for quick processing—it’s incredibly user-friendly. Payments can be scheduled in alignment with your cash flow strategy, and Melio will oversee the execution of those payments. Furthermore, the platform facilitates payments to international vendors in their native currencies, ensuring smooth transactions for various services and products. This comprehensive approach makes managing accounts payable more efficient and less stressful than ever before.
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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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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
What is Finagraph Strongbox?
Quickly and efficiently obtain and assess the financial details of your business clients in mere seconds. Enhance your reporting, decision-making, and risk assessment procedures through simple, one-click accounting integrations. Strongbox acts as the vital link to your clients' extensive financial data, ensuring a seamless one-click experience along with swift insights and analysis. Finagraph, an American company, specializes in the real-time collection and examination of financial data from popular accounting platforms such as QuickBooks, Xero, Sage, and Microsoft Dynamics, which facilitates business intelligence for lenders, accountants, and various enterprises. With a decade of experience in developing innovative financial tools and APIs, Finagraph has also crafted comprehensive solutions for some of the largest global financial service providers. Their suite of commercial SaaS products, including Strongbox, CashFlowTool, and TaxReader, allows users to achieve immediate understanding of their cash flow situation both presently and in the future. Utilizing these powerful tools, businesses are empowered to make quicker and more informed financial decisions than they ever thought possible. In an increasingly competitive market, having access to real-time data can significantly enhance an organization's strategic planning and operational efficiency.
What is Delfos?
Delfos serves as a financial modeling solution tailored for startups and medium-sized enterprises. This innovative tool enables users to effortlessly project their company's financial future and anticipate possible cash shortfalls or funding needs well ahead of time. What sets Delfos apart are its key attributes:
No prior knowledge in accounting or finance is required.
Minimal documentation is necessary for effective use.
Users are not faced with complicated interfaces to navigate.
Results are presented in a clear and straightforward manner.
Delfos functions as an advanced financial modeling application, offering a variety of features, including:
A foundation in accounting principles.
An unlimited capacity for creating models.
Detailed projections spanning 36 months.
Estimates for sales and revenue.
Calculations for direct costs.
Personnel budgeting forecasts.
Expense projections.
Management of fixed assets.
Strategies for investment and financing.
In addition, the tool simplifies the financial planning process, making it accessible for entrepreneurs and business owners who may not have extensive financial backgrounds.
Integrations Supported
Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Xero
Integrations Supported
Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Xero
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
Finagraph
Company Location
United States
Company Website
www.strongbox.ai/
Company Facts
Organization Name
SmartWay
Date Founded
2015
Company Location
Ecuador
Company Website
www.smart-way-tech.com
Categories and Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
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