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Ratings and Reviews 0 Ratings
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KantataKantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
What is MODLR?
MODLR is a cloud-based solution designed to help businesses enhance their financial planning and analysis (FP&A) processes. This comprehensive platform encompasses various functionalities such as forecasting, budgeting, dashboard creation, and collaborative planning efforts. By offering an extensive array of integrations that automate both data imports and exports, MODLR minimizes the risk of human error, thereby freeing up valuable time for more strategic tasks. Additionally, MODLR empowers organizations to meticulously plan intricate scenarios while gaining immediate insights through its flexible ad-hoc reporting features. This capability further supports informed decision-making and enhances overall operational efficiency.
What is Finrely?
Finrely is a 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, run management consolidation (not statutory) with intercompany eliminations, perform multi-currency translation, and develop scenarios. 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.
Integrations Supported
QuickBooks Online
Xero
Access MicrOpay
Google Analytics
Google Cloud BigQuery
IBM Db2
Jira
MYOB AccountRight
Mailchimp
NetSuite
API Availability
API Availability
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
MODLR
Date Founded
2014
Company Location
Australia
Company Website
www.modlr.co/au/home
Company Facts
Organization Name
Finrely
Company Location
United Arab Emirates
Company Website
finrely.com
Categories and Features
Financial Planning and Analysis (FP&A)
Not specified
Categories and Features
Financial Planning and Analysis (FP&A)
Not specified
Financial Reporting
"What If" Scenarios
Balance Sheet
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement