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What is RollUp Magic?

RollUp Magic is an effective solution that significantly improves data management within Salesforce. This tool provides the capability to generate rollup summaries based on specific custom criteria. In contrast to the conventional Salesforce rollup options, RollUp Magic is not restricted to Master/Detail relationships. Rather, it enables the creation of rollup summary fields for objects connected through lookup relationships as well. By using RollUp Magic, users can easily bypass the constraints associated with standard rollup fields, thereby enhancing their data processing capabilities. This flexibility opens new avenues for data analysis and reporting in Salesforce.

What is CashWhiz?

CashWhiz is a financial management software developed in Australia for Windows, designed to equip organizations with robust budgeting and analytical tools. It enables users to model cash flow through a variety of "What If" scenarios, create balance sheets and income statements, engage in forecasting, handle cash management, and consolidate information across different entities. Moreover, it seamlessly integrates with general ledger systems, provides profit-and-loss reports, facilitates project budgeting, monitors run rates, and supports version control. Specifically designed for environments that encompass multiple companies, departments, and projects, CashWhiz streamlines the budgeting process and enhances financial transparency for mid-sized businesses, large enterprises, nonprofits, and government organizations. With its extensive array of features, CashWhiz stands out as an essential resource for organizations seeking to improve their financial oversight and strategic planning initiatives, allowing them to make more informed decisions. Its user-friendly interface ensures that all stakeholders can effectively engage with the budgeting process, fostering collaboration and accountability within the organization.

Media

Media

No images available

Integrations Supported

Salesforce

Integrations Supported

API Availability

API Availability

Pricing Information

$55 USD/company/month
Monthly Starter Plan
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Ksolves India Limited

Date Founded

2012

Company Location

India

Company Website

www.ksolves.com/rollup-magic

Company Facts

Organization Name

CashWhiz Australia

Company Website

www.cashwhiz.com.au

Categories and Features

Data Management

Customer Data
Data Capture
Data Integration
Data Security
Master Data Management

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Forecasting

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