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What is Project.BI?

Effortlessly Enhance Reporting with Intuitive Dashboards Make strategic decisions and boost productivity in your advertising agency with Project.BI's cutting-edge software! Embarking on your business intelligence journey has never been easier. Seamlessly connect to your data using our user-friendly connection wizard to aggregate information from multiple sources. Explore your data analysis thoroughly with our all-encompassing industry-standard dashboards. With a vibrant selection of pre-built analytics dashboards based on best practices, Project.BI provides an engaging and informative experience for every user. The STAFF metrics are presented clearly, making it easy to grasp your most valuable asset. Insights into CLIENTS & JOBS enable you to monitor client statistics and evaluate job performance more effectively. The FINANCE & SUMMARY section presents executive metrics and financial dashboards, offering a comprehensive overview of your organization’s health. Access your dashboards effortlessly on any device, thanks to our HTML5 framework, which ensures that you can stay updated on mobile phones, tablets, and laptops. With Project.BI, making data-driven decisions has never been more straightforward or impactful, empowering you to thrive in a competitive landscape. By harnessing the power of advanced analytics, your agency is poised for unparalleled success.

What is Ledge?

Ledge is an AI-driven finance operations platform designed to help finance teams optimize and accelerate their month-end closing processes while effectively managing high-volume operational tasks. Rather than depending on spreadsheets for every cycle, Ledge's intelligent agents autonomously complete reconciliations, journal entries, cash application matches, and working papers by leveraging data from integrated bank, ERP, billing, and payment processing systems, ensuring that when your team reviews the checklist, much of the foundational work is already accomplished. The platform facilitates continuous account reconciliation, daily cash application, and offers a close checklist that operates as a smart workbench; pre-filled tasks streamline the workflow, exceptions are flagged, approvals are tracked, and audit trails link each item back to the original transactions. As a result, finance teams can shift from a hasty, last-minute scramble at month-end to a more proactive and insightful review process that is rich in context, fortified with controls, satisfying for auditors, and supportive of timely decision-making. This transformation not only boosts efficiency but also fosters a more strategic approach to finance management, ultimately enabling teams to focus on long-term financial planning and analysis. With Ledge, finance professionals can confidently manage their operations while ensuring compliance and enhancing their overall performance.

Media

Media

Integrations Supported

Adyen
CITI Unify
Chargebee
Checkout.com
Deltek WorkBook
Google Cloud BigQuery
Google Sheets
J.P.Morgan Workplace Solutions
NetSuite
QuickBooks Online
Recurly
Sage 100
Salesforce Agentforce Revenue Management
Silicon Valley Bank (SVB)
Stripe
Stripe Billing
Wells Fargo Business Checking
Workday HCM
Xero
Zuora

Integrations Supported

Adyen
CITI Unify
Chargebee
Checkout.com
Deltek WorkBook
Google Cloud BigQuery
Google Sheets
J.P.Morgan Workplace Solutions
NetSuite
QuickBooks Online
Recurly
Sage 100
Salesforce Agentforce Revenue Management
Silicon Valley Bank (SVB)
Stripe
Stripe Billing
Wells Fargo Business Checking
Workday HCM
Xero
Zuora

API Availability

Has API

API Availability

Has API

Pricing Information

$11 per user, per month
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

Project.BI

Date Founded

2020

Company Location

Denmark

Company Website

project.bi

Company Facts

Organization Name

Ledge

Date Founded

2022

Company Location

United States

Company Website

www.ledge.co

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Categories and Features

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