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What is Perfios?

We help financial institutions navigate a vast spectrum of both structured and unstructured data to enhance operations such as customer onboarding, risk assessment, pricing strategies, and fulfillment processes. Through the extraction, organization, and analysis of information from various financial sources, we empower lenders to make swift, data-informed decisions related to risk and pricing. Since our inception in 2018, Perfios has consistently generated positive cash flow and EBITDA, supported by reputable investors like Bessemer Venture Partners and Warburg Pincus. Our data platform utilizes a distinct combination of proprietary machine learning techniques to deliver comprehensive data analyses customized to meet the needs of each client, resulting in tailored reports. We have effectively expanded our capabilities from processing thousands of transactions on a monthly basis to handling millions each day, all while upholding high performance standards. Our engineering team embodies a variety of innovative thinking styles and problem-solving abilities, which ensures a level of excellence that is seldom matched in the industry. This unique methodology not only differentiates us but also enhances our standing within the competitive realm of financial technology services. Furthermore, our commitment to continuous improvement and adaptation enables us to respond effectively to the evolving demands of the financial sector.

What is Euna Financial Suite?

Euna's Financial Suite is a dedicated cloud-based platform designed specifically for public sector organizations to manage the complete financial lifecycle, which includes planning, funding, execution, and reporting stages. This comprehensive solution enables teams to participate in strategic planning, ensuring financial resources are aligned with the organization’s goals, as well as effectively navigating funding processes, optimizing procurement strategies, and efficiently collecting revenue, all within an integrated framework. With features that encompass budgeting, grants management, payments, and procurement, it promotes seamless collaboration across departments, thereby eliminating disjointed workflows. By connecting financial data from multiple teams, the suite improves transparency and accountability while providing a holistic view of fund distribution and usage. It further supports compliance and reduces audit risks through well-structured workflows and built-in controls, while also equipping users with key tools for forecasting, scenario analysis, and performance evaluation to enhance decision-making. Additionally, this suite acts as an essential asset for organizations looking to refine their financial operations and achieve enhanced effectiveness in budget management, ultimately leading to better resource allocation and utilization. With its user-friendly interface and robust capabilities, Euna's Financial Suite stands out as a critical tool in the modern public sector finance landscape.

Media

Media

Integrations Supported

Klub

Integrations Supported

Klub

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

Perfios Software Solutions

Date Founded

2008

Company Location

India

Company Website

www.perfios.com

Company Facts

Organization Name

Euna Solutions

Company Location

United States

Company Website

eunasolutions.com/solutions/financial-suite/

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

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