Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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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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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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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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SAP S/4HANA Cloud Public EditionSAP S/4HANA Public Cloud serves as an advanced ERP solution that facilitates rapid digital transformation through AI-driven insights, adherence to industry standards, and an intuitive user experience. By enhancing operational efficiency, empowering decision-making, and revealing new avenues for growth, it stands out as a comprehensive tool for modern businesses. Key features include compliance with SOX and GAAP, robust financial controls, detailed forecasting and reporting, and effective treasury and tax management. Additionally, it offers automation through AI, machine learning, and robotic process automation, alongside efficient supply chain and inventory management solutions. With templated integrations and strong manufacturing capabilities, it supports scalability for businesses of all sizes. Embracing industry innovation is essential to propel growth in revenue, efficiency, and profitability. Continuous improvement is the cornerstone of optimizing business operations and processes, ensuring that organizations stay competitive in their respective markets. Therefore, selecting a dedicated partner who is committed to your success is crucial in navigating this journey.
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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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dRevealdReveal enhances the process of data visualization and reporting for organizations of any scale. By integrating it effortlessly into your existing product, you can access a dynamic and scalable solution: Create Comprehensive Reports: Utilize our user-friendly builder to design intricate grids, interactive dashboards, and professional documents tailored to your requirements. Streamlined User Access: Business users can interact with reports directly within your product, which reduces the need for switching applications and enhances overall user satisfaction. dReveal transcends traditional static data presentations: Dynamic Visualizations: Develop stunning, interactive reports that enable users to examine data from multiple perspectives, fostering a deeper comprehension of insights. Adaptability & Management: Export reports in diverse formats and set up automated deliveries to ensure that all stakeholders remain updated. With dReveal, you can scale alongside your organization: It integrates effortlessly with products of any size, adjusting to meet your unique demands. Empower your users and unlock valuable data insights, all while operating within the familiar framework of your product. Opt for dReveal to elevate your data reporting experience.
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Multiview ERPOur goal is to eliminate the Month End process. For nearly three decades, Multiview has been dedicated to enhancing corporate finance and back-office functions, allowing our clients to concentrate on their core business activities. While corporate finance and accounting have traditionally been used to evaluate past performance—an approach that certainly holds value—we believe that even greater benefits can be realized when this information is utilized on a daily basis to inform decisions and drive results, rather than merely reflecting on outcomes after they occur. The ability to control data resides with the CFO and can be effectively shared across the organization, making trust in the information used for decision-making paramount. In essence, the finance team plays a crucial role in narrating the story of what is happening within the organization, underpinned by precise and timely data. We invite you to be part of our mission to End Month End and transform your organization from merely chasing numbers to actively leveraging them for success. By adopting this proactive approach, you can foster a culture of informed decision-making and strategic planning within your team.
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YurbiIf you're in search of reporting software, look no further than Yurbi. This platform enables the transformation of your data into real-time dashboards and reports tailored for business users. With robust security measures in place, Yurbi ensures that your data remains protected at all times. Instead of a sales pitch, you'll engage with a technical expert who can provide insights and guidance. To explore whether Yurbi suits your needs, simply fill out the form below to arrange a demo or meeting. Yurbi stands out as a reporting solution that features clear pricing and a flat-rate model. Users benefit from live access to data dashboards and reports, requiring minimal technical support. Your data's security is prioritized along with various enterprise-level features to safeguard it. Additionally, this self-hosted reporting software offers a cost-effective alternative to similar products in the market. Competing with platforms like Tableau, Sisense, Board, and Phocas, Yurbi is an excellent choice among top database reporting tools for businesses seeking efficiency and reliability. With Yurbi, you can harness the power of your data without breaking the bank.
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DashboardFoxDashboardFox is a powerful tool for business users, providing features like dashboards, interactive visualizations, codeless reporting, data security, mobile access, and scheduled reports. Unlike many other software options, DashboardFox operates on a one-time payment model, allowing users to purchase the software outright without the burden of ongoing subscription fees. It can be conveniently installed on your own server, ensuring that your data remains secure behind your firewall, while also offering managed hosting for those interested in Cloud BI—maintaining your ownership of data and licenses. With DashboardFox, users can easily interact with live data visualizations and create new reports without needing any technical expertise, thanks to its intuitive codeless builder. This makes it a compelling alternative to popular platforms like Tableau, Sisense, Looker, Domo, Qlik, and Crystal Reports, providing similar functionalities with added advantages. Whether you are a small business or a large enterprise, DashboardFox adapts to your needs, making data handling more efficient and accessible for everyone involved.
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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.
What is Spreadsheet Server?
Global Software's Spreadsheet Server stands out as a powerful reporting tool that integrates flawlessly with Excel, empowering businesses to optimize their accounting and reporting workflows by directly incorporating their ERP data into the application. This innovative solution removes the necessity for tedious manual data entry or the complex process of transferring data back to Excel, enabling users to easily access real-time ERP insights, generate reports on the fly, and automatically share documents and reports with their teams. With over 4,500 clients around the world, Spreadsheet Server supports major ERP platforms like Oracle, Infor, Netsuite ERP, and SAP, making it an adaptable resource for a diverse range of organizational requirements. As businesses increasingly pursue streamlined reporting methods, the capability to utilize live data directly within Excel proves to be an essential asset, enhancing decision-making processes and overall productivity. Moreover, this unique integration fosters collaboration within teams, allowing for quicker insights and more informed business strategies.
What is ByAllAccounts?
ByAllAccounts transforms financial data into actionable insights by aggregating information from a wide array of sources. Our platform compiles raw data from over 15,000 distinct origins. We prioritize independence from specific formats and choose only the highest quality, most comprehensive data available, which allows for a transparent overview of clients’ assets, spending habits, and cash flow trends.
We then standardize the gathered data into a cohesive, consistent format that aligns with industry benchmarks and incorporates Morningstar’s proprietary identifiers, effectively converting diverse data into its most useful state.
Furthermore, ByAllAccounts utilizes an AI-driven approach to quickly deliver client account information across various systems, including portfolio management, reconciliation, compliance, trust accounting, and performance tracking, which significantly reduces both time commitments and operational costs.
Our innovative patented techniques enable us to effectively interpret insufficient data sources and bridge gaps using Morningstar data, thus providing enhanced feeds at the firm level to an extensive network of more than 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. In addition to this, our commitment to continuous improvement ensures that we adapt to changing market needs, further solidifying our role as a pivotal entity in the financial data aggregation space and empowering our clients with superior operational efficiency and informed decision-making capabilities.
Integrations Supported
Acumatica Cloud ERP
Apiax
Brivo
Co-Pilot
Epicor Kinetic
JD Edwards EnterpriseOne
M1
MYOB Acumatica
Microsoft Dynamics SL
Microsoft Excel
Integrations Supported
Acumatica Cloud ERP
Apiax
Brivo
Co-Pilot
Epicor Kinetic
JD Edwards EnterpriseOne
M1
MYOB Acumatica
Microsoft Dynamics SL
Microsoft Excel
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
Global Software
Date Founded
1973
Company Location
United States
Company Website
www.globalsoftwareinc.com
Company Facts
Organization Name
Morningstar
Date Founded
1984
Company Location
United States
Company Website
www.morningstar.com
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Procurement
Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management
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
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement