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Ratings and Reviews 0 Ratings
Alternatives to Consider
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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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MartusMartus Solutions provides an effective platform for budgeting, reporting, and forecasting specifically designed for nonprofits and small to mid-sized enterprises (SMBs). Say goodbye to the complexities of spreadsheets as Martus simplifies your financial management processes. Our user-friendly tools facilitate collaborative budgeting and detailed personnel planning, empowering your organization to confidently make data-driven decisions. With Martus, teams are equipped to operate more efficiently, thanks to real-time data access, customizable reports, and automated workflows that enhance your budgeting and forecasting capabilities. This platform offers essential insights into your organization’s financial status, paving the way for strategic growth and alignment with your mission. Featuring quick implementation, smooth ERP integration, and an easy-to-navigate interface, Martus not only boosts efficiency but also delivers significant value. Numerous organizations have already reaped the benefits of Martus, witnessing a transformation in their financial management practices—enhancing transparency, fostering accountability, and ensuring accuracy in their financial operations, all while remaining budget-friendly. By choosing Martus, you position your organization for long-term success in financial stewardship.
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Construction Daily ReportsSave as much as an hour each day with CDR – Construction Daily Reports, the quickest tailored reporting solution specifically designed for the construction sector. Accessible through our mobile app for both Android and Apple devices, as well as via our website portal, CDR allows you to personalize your reports by inputting project specifics. You can easily take pictures and jot down notes directly from your mobile device. Once you sign your report, CDR will promptly email it to you in a polished PDF format and securely store it on our servers for easy uploading to your cloud storage. CDR is an efficient, mobile-friendly software aimed at streamlining your reporting tasks, making construction management simpler and more effective. Don't miss out—begin your free trial today and experience the difference!
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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.
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PBRS Power BI Reports DistributionPBRS is a powerful third-party application that significantly boosts the capabilities of Power BI reports by offering sophisticated options for scheduling, automation, and distribution. With PBRS, users can set Power BI reports to run at designated times or establish repeating schedules tailored to their needs, such as executing a report hourly, bi-daily, or on specific days like the third Monday of each month. Furthermore, it allows for the automation of report generation in response to particular triggers or conditions, such as changes in a database, incoming data through a port, the existence of unread emails in designated folders, or the presence of specific files. In addition, PBRS facilitates the distribution of Power BI reports in a variety of formats—including Excel, PDF, or CSV—to multiple destinations, enabling users to apply unique filters and select recipients for each scheduled report. This extensive flexibility in report distribution ensures that the specific requirements of organizations are effectively met. Moreover, PBRS integrates smoothly with different Power BI environments, encompassing Power BI Service (Pro and PPU), Power BI Report Server (On-Premises), Power BI Premium, and all versions of SQL Server Reporting Services, making it a versatile tool for any reporting needs.
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HaystackHaystack bridges the gap between every employee in your organization and the essential people, resources, and information necessary for their growth and success. By offering a fun, intuitive, and informative way to kick off the day, Haystack transforms the employee experience. Its customizable branding and modular design allow organizations to easily showcase key resources, foster a strong cultural identity, and share valuable knowledge. With automated multi-channel delivery and insightful analytics, reaching employees at optimal moments becomes effortless. This approach enables staff to spend less time searching for information and more time focusing on their objectives. Haystack simplifies knowledge sharing, ensuring that employees can access vital materials from anywhere in the world. As teams expand and evolve, maintaining connections can become challenging, but Haystack’s comprehensive employee profiles and company directory create a sense of proximity among colleagues, making them feel as if they are just a room away. Ultimately, this platform not only enhances productivity but also cultivates a cohesive company culture.
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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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OrangeHRM AdvancedElevate your HR strategy with OrangeHRM, a world-class HRMS designed to help you and your team shine as organizational heroes. Whether you are looking to automate routine processes or manage the end-to-end employee lifecycle, our platform provides the comprehensive tools necessary to drive success. Join the thousands of businesses worldwide currently transforming their operations with OrangeHRM. Built to scale with your ambition, our software supports everyone from emerging startups to multinational corporations. We simplify complex workflows through powerful management capabilities, including: -HR Administration -Employee Management -Reporting & Analytics -Mobile App -Recruitment -Onboarding -Request Desk -Leave Management -Time and Attendance -Roster -Performance Management -Career Development -Training -Surveys -Employee Voice -Discipline With flexible cloud and on-premise hosting options, OrangeHRM makes HR automation simple, secure, and effortlessly efficient.
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netTerrain DCIMnetTerrain offers a dynamic and automated platform for visual diagramming and reporting, providing comprehensive representations of your IT infrastructure, including data centers, networks, fiber, and cloud systems. By substituting disjointed documentation with coherent, interactive maps and reports, netTerrain aids in cutting expenses, accelerating troubleshooting processes, preventing system downtime, and reducing the need for field visits. Users can access both broad overviews and detailed analytics on various aspects such as capacity, power management, security updates, work orders, and beyond. Moreover, netTerrain empowers organizations to visualize their IT landscape effectively, facilitating informed decision-making for every business scenario encountered. This level of insight ensures that teams are well-equipped to address challenges and optimize their operations continuously.
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CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
What is Spotlight Reporting?
Spotlight Reporting offers an integrated platform that streamlines financial reporting, forecasting, and KPI tracking, making it ideal for presentations to banks, boards, or within your business. With Spotlight Dashboard, users gain a clear, one-page overview of their financial health, allowing them to concentrate on the metrics that matter most. Whether you are just starting out in advisory services or are an experienced advisor, we provide the insights necessary to elevate your offerings. Our diverse clientele, which includes enterprise-level firms and non-profit organizations, leverages our forecasting and reporting tools to enhance their overall business performance. In just a few simple steps, you can easily upload data from your preferred bookkeeping software to generate your very first report. Spotlight Reporting ensures reliable and adaptable forecasting and reporting options, backed by a dedicated Customer Support team to assist you. Experience our platform with a 28-day free trial and integrate seamlessly with Xero, QuickBooks, MYOB, Sage 50, Google Analytics, Excel, and more. Take the first step towards transforming your financial reporting strategies today.
What is Calldrip?
Calldrip is a platform designed to enhance how businesses tackle new inquiries, leveraging over a decade of experience to develop a comprehensive suite of sales automation tools that serve thousands of clients globally. By facilitating immediate calls while prospects are still browsing a website, Calldrip significantly boosts the likelihood of conversations between sales representatives and potential customers, yielding increases of up to 900% in engagement rates. This privately-owned and rapidly expanding company is based in Salt Lake City, Utah, and understands that in today's fast-paced digital environment, known as Google Micro Moments, businesses must connect with leads promptly. In addition, Calldrip not only fosters quick engagement but also helps identify and address potential shortcomings within sales processes, ensuring teams can optimize their performance effectively.
Integrations Supported
Desktop.com
Easyflow
Google Analytics
MYOB
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced
Wufoo
Xero
Zapier
Integrations Supported
Desktop.com
Easyflow
Google Analytics
MYOB
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced
Wufoo
Xero
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$24.99 per month
Free Trial Offered?
Free Version
Pricing Information
$99.00/month/user
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
Spotlight Reporting
Company Location
United States
Company Website
www.spotlightreporting.com
Company Facts
Organization Name
Calldrip
Company Location
United States
Company Website
www.calldrip.com
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
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Categories and Features
Appointment Reminder
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Artificial Intelligence
Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)
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
Call Recording
Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording
Call Tracking
CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Satisfaction
360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Machine Learning
Deep Learning
ML Algorithm Library
Model Training
Natural Language Processing (NLP)
Predictive Modeling
Statistical / Mathematical Tools
Templates
Visualization
Marketing Analytics
A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Mobile App Analytics
A/B Testing
Channel Attribution
Cohort Analysis
Funnel Analysis
In-App Events Tracking
Push Notifications
Retention Tracking
Revenue Tracking
Uninstall Tracking
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Reputation Management
Campaign Management
Gamification
Response Management
Review Generation
Review Monitoring
Sentiment Analysis
Social Media Metrics
Social Media Monitoring
White Label
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Speech Recognition
Audio Capture
Automatic Form Fill
Automatic Transcription
Call Analysis
Concatenated Speech
Continuous Speech
Customizable Macros
Multi-Languages
Specialty Vocabularies
Speech-to-Text Analysis
Variable Frequency
Voice Recognition