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What is PerpetualBudget?

This application is an all-encompassing web-based budgeting and integrated spend management tool, enriched with various additional functionalities! Originally designed as a desktop budgeting software for Windows, it has evolved into an advanced cloud solution that efficiently oversees project budgets and expenses. At the heart of this application is the smooth integration of project budgets with purchase order tracking, which guarantees that all expenditures are closely monitored. The illustrative tree structure showcases how Purchase Order objects (PO records) are systematically organized in a hierarchical manner. Financial components ascend from the POs (depicted in green) to Projects (represented in wheat), then to Accounts (shown in blue), and culminate in Budgets (illustrated in grey). This organized financial architecture is crafted by a collaborative team, comprising Admins, Project Managers, and Vendor contacts, who work together to establish an initial budget framework. They engage in real-time collaboration to create new POs, approve expenses, issue purchase orders, and oversee all invoices along with any modifications throughout the lifecycle of the POs, ensuring a smooth financial management experience. By adopting this integrated methodology, teams can significantly improve communication and operational efficiency in their budgeting activities, ultimately leading to more effective project execution.

What is Allfred?

Revitalize your advertising agency by transforming it into an exceptionally efficient operation. Achieve a profit increase of up to 30% through thorough integrations that streamline processes. Allfred’s interconnected data and analytics capabilities enable agency leaders to make informed decisions based on real-time data, which leads to improved client satisfaction and more effective campaigns. Effortlessly integrate project management, resource allocation, and budgeting tasks to facilitate prompt decision-making. Drive your agency towards maximum efficiency and enhanced profitability. Gain a comprehensive understanding of all project workflows, including budget tracking, resource management, task coordination, and time management. Stay vigilant about financial metrics to prevent the challenges of underbudgeting and excessive workloads. Automate repetitive tasks to save as much as 30% on labor costs while tripling the efficiency of reporting. Enjoy simplified management of finances, budgets, billing, and reporting. Leverage an intuitive CRM system that serves the needs of employees, clients, and contractors alike. Enhance project visibility to mitigate employee overwork and cut down on overtime costs. This all-encompassing strategy not only refines your agency's operational effectiveness but also cultivates a collaborative atmosphere where every team member can excel and contribute to the agency's success. Ultimately, embracing these innovations will position your agency as a leader in the competitive advertising landscape.

Media

Media

Integrations Supported

Google Drive
Microsoft SharePoint

Integrations Supported

Google Drive
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

$1495 one-time payment
Free Trial Offered?
Free Version

Pricing Information

€8 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

Spicer-Baer Associates

Date Founded

1998

Company Location

United States

Company Website

spicer-baer.com/cloud-tracking-solutions/

Company Facts

Organization Name

Allfred

Company Website

allfred.io

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

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

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