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Ratings and Reviews 0 Ratings
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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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Monarch MoneyMonarch Money is a powerful personal finance platform that revolutionizes how individuals and couples manage their money by consolidating all financial accounts in one intuitive app. It connects over 13,000 financial institutions to provide real-time updates on bank balances, credit cards, loans, investments, and real estate holdings, giving users a holistic view of their net worth. The app features dynamic budgeting tools that adapt to your lifestyle, allowing for personalized budget creation and adjustment as your priorities change. Monarch also enables collaboration with partners or financial advisors at no additional cost, facilitating joint money management and goal setting. With automatic transaction categorization, subscription detection, and alerts for unusual spending, users can easily maintain control over their finances. Detailed, customizable reports and visual charts help translate complex data into actionable insights. Monarch works seamlessly across web, iOS, and Android devices, ensuring financial information is synchronized and accessible on the go. It is highly regarded for its user-friendly interface, extensive connectivity, and comprehensive financial tools, making it a top alternative to Mint, YNAB, and Rocket Money. The platform also offers features like a bill calendar, cash flow management, and goal tracking that help users stay motivated and on target. Monarch’s active user community and expert blog provide ongoing support and financial education, empowering users to improve their money habits and achieve financial wellness.
What is Moneytree?
Utilize the most precise calculation tools to establish strong plans and connections. To enhance their practices, collaborate with fellow financial planners and independent advisors who employ powerful wealth management calculation tools. Moneytree provides comprehensive planning solutions that cover everything from the overarching vision to the finer details. With straightforward results and rapid data entry, the planning process becomes streamlined and efficient. Quickly address clients' "What-If" scenarios to deliver immediate, comparative insights. Engage clients in the planning journey by partnering with them to develop tailored strategies. By gathering detailed information and performing thorough analyses, you can fulfill all of your clients' planning needs. You can document aspects of your clients' lives and easily adapt to future changes. The planning strategy that aligns best with your clients’ needs is the one you select. Moneytree Elite's comprehensive planning evaluates and captures your clients' financial circumstances while illustrating the effects of significant financial decisions on their future. This approach not only enhances client satisfaction but also fosters long-term relationships built on trust and transparency.
What is IndustryCFO?
Elevate your clients' financial wellness and simplify their monetary management with a single, user-friendly platform. With IndustriusCFO, you can gain valuable financial insights that allow for comparative analyses against industry competitors, along with actionable strategies to rectify any weaknesses uncovered. This innovative tool empowers you to identify ways to curtail expenses and boost revenues by providing crucial financial ratios tailored to your industry, alongside a customized strategy for business growth and improvement. Additionally, you will access valuable intelligence across various sectors to evaluate their performance and ascertain whether they present viable investment opportunities for your resources. The expansive IndustriusCFO database boasts over 2,500 industries and more than a million private companies, ensuring that you can easily find the essential information you need. Moreover, the platform offers a comprehensive array of business analytics, vital performance indicators, thorough reports, and actionable recommendations, including benchmarking against your industry peers. You have the ability to examine annual financial statements, median data, visual analytics, ratios, and further insights related to your competitors or peer groups, enabling you to make well-informed decisions. This extensive reservoir of knowledge not only keeps you ahead of market trends but also equips you to adeptly maneuver through the intricacies of the financial environment while securing a competitive edge. Ultimately, leveraging such robust analytical tools can transform your approach to financial management and strategic planning.
Integrations Supported
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox
Integrations Supported
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox
API Availability
Has API
API Availability
Has API
Pricing Information
$1981 per year
Free Trial Offered?
Free Version
Pricing Information
$49 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
Moneytree Software
Date Founded
1981
Company Location
United States
Company Website
www.moneytree.com
Company Facts
Organization Name
IndustryCFO
Company Location
United States
Company Website
www.industriuscfo.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
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports