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What is Finrely?
Finrely is an innovative cloud platform tailored for financial reporting, planning, and analysis, specifically aimed at founders, financial experts, fractional CFOs, and accounting firms. It establishes a secure, read-only link with various services like QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, facilitating the creation of essential financial documents such as profit and loss statements, balance sheets, cash flow reports, dashboards, and board presentations. Users can explore source accounts and analytical dimensions, assess data quality metrics, formulate budgets, and craft forecasts based on various drivers while also benchmarking actual performance against projections and scrutinizing the accuracy of earlier forecasts. The Pro and Advisor subscription tiers unlock advanced functionalities, allowing users to manage multiple entities, conduct consolidations and eliminations, perform multi-currency translations, develop different scenarios, and export co-branded reports. Furthermore, the platform integrates AI capabilities that summarize changes, identify potential risks and opportunities, and address inquiries using the financial data at hand. Reports generated by Finrely can be easily exported in various formats, including PDF, XLSX, and CSV, providing users with flexibility in leveraging their financial insights. Consequently, this seamless integration along with extensive reporting features positions Finrely as an essential resource for financial professionals aiming to enhance their operational efficiency and drive informed decision-making. Ultimately, it serves as a game-changer in the realm of financial analysis, empowering users to navigate complex financial landscapes with confidence and clarity.
What is Epicor Financials?
Epicor 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.
Integrations Supported
Epicor BisTrack
Epicor CRM
Epicor Commerce
Epicor ECM
Epicor ECM AP Automation
Epicor Kinetic
Epicor Tax Connect
Lockstep
API Availability
API Availability
Has API
Pricing Information
$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Version
Free Trial Offered?
Pricing Information
$13/user monthly (SaaS)
Pricing depends on total users
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Not specified
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Finrely
Company Location
United Arab Emirates
Company Website
finrely.com
Company Facts
Organization Name
Epicor Software
Date Founded
1972
Company Location
United States
Company Website
www.epicor.com
Categories and Features
Financial Planning and Analysis (FP&A)
Not specified
Financial Reporting
Not specified
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
General Ledger Entry
Vendor Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
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 Analytics
Not specified
Financial Close
Not specified
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Project Management
Revenue Recognition
Tax Management
Financial Planning and Analysis (FP&A)
Not specified
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
Fixed Asset Management
Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management
General Ledger
Not specified
Project Accounting
Not specified