Ratings and Reviews 0 Ratings
Ratings and Reviews 3 Ratings
Alternatives to Consider
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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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Quick ConsolsQuick Consols is a specialized financial consolidation software tailored for intricate companies and their group structures. This application streamlines the consolidation process for complex organizations that operate across various fiscal year-ends, currencies, and ERP systems by utilizing a slice-and-dice methodology for reporting. With Quick Consols, users can expect precise and consistent calculations for essential reports and figures. It simplifies both individual company reporting and group consolidations, making these tasks less burdensome. In addition, Quick Consols enhances reporting for business units, profit centers, and cost centers, which empowers users to focus on analyzing data and generating valuable insights regarding financial performance and operational efficiency. The platform boasts an intuitive interface that facilitates easy setup and usage, accommodating an unlimited number of users while also providing extensive support to ensure a smooth experience. Furthermore, this comprehensive tool is designed to adapt as the needs of your business evolve, ensuring long-term value and efficiency.
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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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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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Dynamo SoftwareDynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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PlaidPlaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.
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ExtoleExtole is a platform utilized by retailers, financial service providers, and consumer brands to transform their customers into passionate advocates. The enterprise-level service includes a team of specialists dedicated to developing advocacy, referral, and engagement initiatives that empower brands to leverage customer enthusiasm and sharing, ultimately boosting revenue. By using Extole, marketers can actively connect with thousands of customers, enhance brand loyalty, and amplify word-of-mouth efforts to attract new clientele. This innovative approach not only fosters a sense of community among customers but also drives sustainable growth for businesses.
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BudgytBudgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch. The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization. Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.
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AdmiralAdmiral, recognized as an Inc 5000 company, specializes in enhancing the relationships between online news and media publishers and their visitors while boosting revenue. Their Visitor Relationship Management (VRM) platform seamlessly integrates marketing automation, artificial intelligence, personalized content, and an interactive engagement layer to present optimal offers precisely when needed at each visitor interaction point. With a performance-based model, Admiral guarantees that publishers will see a net revenue increase. The features of Admiral VRM include: - Maximizing revenue through the leading tool for recovering adblock users. - Promoting and expanding paid subscription and donation initiatives. - Authenticating users with a managed registration wall, user accounts, and first-party data integration. - Increasing signups for email newsletters, social media engagement, and app downloads. - Compliance with GDPR and CCPA regulations through its Consent Management Platform (CMP). Admiral's technology provides robust analytics dashboards, journey builders for user experience, and tools for visitor segmentation and targeting. They also provide a free tag that publishers can implement on their website in just five minutes, granting immediate insights into potential revenue. The system's modules can be activated easily without coding, ensuring a streamlined and quick implementation process. Furthermore, Admiral offers dedicated support through Customer Love account managers to assist publishers in achieving their revenue goals. This comprehensive approach ensures that every aspect of visitor engagement is optimized for success.
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AdvantageAdvantage is an advanced subscription management platform that provides you with the ability to order products and services with complete flexibility. This level of adaptability enables you to operate your business in a manner that suits your specific needs and objectives. To stay competitive in a landscape where consumers are increasingly leaning towards subscription and membership models, it is essential to have a responsive order-to-cash solution. By utilizing such a system, you can ensure your business remains agile and meets the evolving demands of the market.
What is Subscript?
Understand key metrics such as LTV/CAC, the magic number, and the payback period to assess the performance of your sales team in fostering revenue expansion. Customize your analysis of customer data by any specific attribute to pinpoint which segments should be prioritized for acquisition and which accounts deserve additional investment for future growth. Effortlessly organize your data to evaluate customer performance according to their chosen plans or products, helping you focus on the sectors that generate the most substantial returns. By connecting your systems with Subscript, we utilize only the essential elements necessary for the seamless operation of the product, ensuring complete transparency about the data we use. We securely archive important information, which facilitates quick report generation and presents you with various analytical possibilities. Subscript persistently monitors updates in your data, providing you with an immediate view of your business operations, which enhances your decision-making and strategic planning. This proactive strategy helps you stay agile and adaptable to evolving market dynamics, ensuring that you can swiftly respond to new opportunities and challenges as they arise. Ultimately, leveraging these insights empowers your business to optimize growth and efficiency in a competitive landscape.
What is IEX Cloud?
Accessing financial data has never been easier. IEX Cloud empowers you to fast-track the creation and growth of your financial applications. It offers the simplest approach to developing financial solutions. You can tap into institutional-grade data that includes real-time and historical stock prices, fundamental metrics, forex, cryptocurrencies, and a multitude of other resources, all through a single API. Experience extensive coverage of the U.S. market with more than 95,000 securities readily available. With just one subscription, you gain access to a wide range of datasets without being locked into long-term contracts or facing large upfront costs. You can retrieve the data you need in mere minutes using an intuitive API, allowing you to focus entirely on your development tasks. All essential financial information is conveniently centralized, available whenever and wherever you need it. No programming expertise is required, and you can also access Premium Datasets from an expanding network of curated partners. Opt for your preferred integration method to ensure smooth compatibility with the other tools in your setup. Our robust architecture is tailored to facilitate rapid growth and scalability for businesses. With a dependably efficient platform, you can dedicate yourself to building your projects while reducing worries about data integrity and performance. This environment fosters innovation, enabling you to thrive in the dynamic finance landscape. Moreover, the seamless integration capabilities ensure that your applications can evolve alongside your business needs.
Integrations Supported
Alpha Bot
Amazon Web Services (AWS)
ChatterQuant
HubSpot CRM
HubSpot Customer Platform
NetSuite
QuickBooks Online
Salesforce
Slack
Stripe
Integrations Supported
Alpha Bot
Amazon Web Services (AWS)
ChatterQuant
HubSpot CRM
HubSpot Customer Platform
NetSuite
QuickBooks Online
Salesforce
Slack
Stripe
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$9 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
Subscript
Company Location
United States
Company Website
www.subscript.com
Company Facts
Organization Name
IEX Cloud
Date Founded
2012
Company Location
United States
Company Website
iexcloud.io
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
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
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