Ratings and Reviews 0 Ratings
Ratings and Reviews 12 Ratings
Alternatives to Consider
-
NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
-
MelioMelio serves as a streamlined accounts payable solution aimed at enhancing bill payment processes, optimizing operational workflows, and boosting cash flow management for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Melio’s platform enables users to make payments to vendors via online bank transfers or credit and debit cards, even when those vendors only accept checks, which not only helps in managing cash flow but also allows users to earn rewards. Melio integrates seamlessly with accounting software such as QuickBooks and Xero, ensuring that your financial records remain current. With Melio, you’ll get to streamline your day-to-day work. Either input vendor information or bill details manually, upload documents, or take a photo of the invoice for quick processing—it’s incredibly user-friendly. Payments can be scheduled in alignment with your cash flow strategy, and Melio will make those payments happen. International vendors? Our platform facilitates payments to global vendors in USD or the local currency, ensuring smooth transactions for various services and products. This comprehensive approach makes managing accounts payable more efficient and less stressful than ever before. Finally, no matter where your business takes you, Melio can follow—just be sure to download the mobile app, available on iOS and Android, to manage your business payments on the go.
-
onPhaseonPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.
-
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.
-
Zil MoneyZil Money provides a variety of payment solutions to enhance financial management for businesses. With the option to pay by credit card, users can utilize their cards even when vendors do not accept them. The platform allows for both one-time and recurring ACH/RTP payments with just a single click, streamlining the payment process significantly. Wire transfers can be conducted electronically, moving funds seamlessly between financial institutions. Users can also manage their bills online, scheduling payments to suppliers while minimizing financial risks. Additionally, Zil Money offers the ability to digitize traditional paper checks, allowing payments to be sent via email or text message. The service integrates smoothly with existing accounting and payroll software, ensuring a cohesive financial ecosystem. Opening an online bank account with ZilBank.com allows users to further simplify their payment management while saving time and resources. Check printing is made easy with a drag-and-drop feature for instant creation and compatibility with any printer. For customer convenience, businesses can create and send secure payment links to facilitate online transactions effortlessly. Moreover, the platform empowers companies to fund their payroll using credit cards, alleviating cash flow issues during payday, preserving cash reserves, and even earning rewards in the process. With these diverse payment options, Zil Money is positioned as a comprehensive solution for modern business financial needs.
-
BudgytBudgyt is an accessible and user-friendly budgeting tool designed specifically for small businesses. This cloud-based platform streamlines the budgeting process for small to medium enterprises and non-profit organizations, effectively reducing the vulnerabilities associated with conventional spreadsheets. By using Budgyt, organizations can cut down up to 80% on the time and costs associated with overseeing various budgets across different departments or projects. Key features include data sheets, formula management, and user controls, ensuring a comprehensive budgeting experience. Additionally, the software offers robust capabilities like reporting, version control, intuitive dashboards, and customizable user permissions for enhanced collaboration and oversight. The seamless integration of these features makes Budgyt an essential tool for efficient financial management.
-
Gravity SoftwareMulti-Entity Cloud Accounting Software for Growing Businesses Gravity Software is an intuitive, cloud-based accounting solution built for small to mid-market companies that have outgrown entry-level systems like QuickBooks or legacy software like Sage 50. Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems. 🎈 Manage multiple entities and locations in one system 🎈 Visualize performance with Power BI dashboards 🎈 Automate accounts payable and approval workflows 🎈 Eliminate silos with unified financial, sales & service data 🎈 Improve cash flow and decision-making with real-time insights Trusted by businesses in real estate, family offices, healthcare, professional services, hospitality, and nonprofits, Gravity is designed to simplify complex accounting and help your organization grow smarter. 👉 Learn more or schedule a demo at gogravity.com
-
Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
-
InterProse ACEInterProse ACE is an innovative, cloud-based software solution designed for debt collection agencies that handle consumer and commercial debts across various sectors, including healthcare, education, government, and property management. The platform is also suitable for collection attorneys, original creditors, financial institutions, and various government agencies, catering to a wide range of users. With its highly adaptable design that accommodates various business needs, ACE streamlines account management, facilitates both secured and unsecured payment plans, generates client invoices and reports, tracks legal judgments, and offers robust data analytics and process automation in an efficient and cost-effective manner. Notable features of the software include account bundling, the attachment of documents at the account level, extensive process automation, client access functionalities, trust accounting, credit reporting capabilities, consumer self-service options, and a variety of technology integrations. Customers using ACE benefit from regular monthly updates and upgrades, real-time data and document backups, compliance with third-party security audits (such as SOC2 Type 2, PCI, PENTEST, HIPAA, and StarAlliance), as well as real-time portals for both clients and consumers, which are complemented by open-API connections. Overall, these modern conveniences empower users to concentrate on their core business functions without the distraction of outdated systems.
-
EverstageEverstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.
What is RizzCalc?
RizzCalc is a cutting-edge financial modeling solution that integrates with Google Sheets, allowing users to develop, alter, and enhance financial models using natural language commands instead of tediously entering complex formulas. Once installed, users can utilize a convenient sidebar to issue commands like “create a DCF model,” “update income statement projections,” or “adjust cash flow estimates,” which enables the AI to instantly refresh the spreadsheet with the latest data. This versatile tool supports a wide range of functions, such as generating financial forecasts, performing discounted cash flow analyses, automating balance sheet updates, and facilitating rapid adjustments to plans and projections. Created by CapGo AI and its founders YG Guo and CY, RizzCalc operates on a credit-based system where each action deducts three credits, although new users receive a free credit bundle to test its capabilities. This innovative tool aims to greatly decrease the time that analysts, entrepreneurs, and finance experts invest in repetitive tasks, reduce the chances of errors in formulas, and improve the overall effectiveness and scalability of financial planning. By simplifying these processes, RizzCalc not only saves time but also empowers users to concentrate on strategic decision-making instead of getting lost in technical intricacies, ultimately leading to better financial outcomes and enhanced productivity.
What is Microsoft Excel?
Excel evolves based on your preferences, optimizing data management to boost productivity. You can easily create spreadsheets by utilizing either pre-designed templates or your own layout while employing sophisticated formulas for precise calculations. The latest enhancements to charts and graphs make it easier to present your data in a visually appealing manner, supplemented by various formatting options, sparklines, and tables that allow for more comprehensive analysis. With a single click, generating forecasts becomes a hassle-free process, enabling you to predict upcoming trends effectively. Collaborating with colleagues is made effortless, ensuring you can always work on the latest version of your workbook, which accelerates overall efficiency. Office 365 further enhances your experience by allowing you to access your Excel files seamlessly across different platforms, including mobile, desktop, and web. A standout new feature empowers you to enter data into Excel straight from a photograph; simply take a picture of a printed data table using your mobile device, and the software will transform it into a fully editable format. This groundbreaking image recognition functionality alleviates the monotonous chore of manual data entry from physical documents, thereby expediting and simplifying the process. Moreover, this capability significantly improves your ability to integrate existing paper documents into your digital workflows, ultimately enriching your data management experience. This advancement not only saves time but also encourages a more organized approach to handling data.
Integrations Supported
Actionmint
Azure Data Science Virtual Machines
Be10X
CommentScope
Cradl AI
Domo
EventDraw
Float
G-Accon
GIRDAC PDF Converter Pro
Integrations Supported
Actionmint
Azure Data Science Virtual Machines
Be10X
CommentScope
Cradl AI
Domo
EventDraw
Float
G-Accon
GIRDAC PDF Converter Pro
API Availability
Has API
API Availability
Has API
Pricing Information
$12 per month
Free Trial Offered?
Free Version
Pricing Information
$8.25 per user 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
RizzCalc
Company Location
United States
Company Website
rizzcalc.com
Company Facts
Organization Name
Microsoft
Date Founded
1975
Company Location
United States
Company Website
www.microsoft.com
Categories and Features
Categories and Features
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates