Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
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.
-
Epicor FinancialsEpicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security. -Enhance both financial and operational planning across various departments. Facilitate connections to diverse data sources to minimize silos. Prioritize workflow automation to boost efficiency and productivity. -Foster greater collaboration between Finance and Accounting teams. Broaden your business's reach on a global scale. With these advancements, organizations can better respond to dynamic market demands.
-
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.
-
Planview PortfoliosPlanview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.
-
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.
-
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.
-
Fraud.netBest-in-class, Fraud.Net offers an AI-driven platform that empowers enterprises to combat fraud, streamline compliance, and manage risk at scale—all in real-time. Our cutting-edge technology detects threats before they impact your operations, providing highly accurate risk scoring that adapts to evolving fraud patterns through billions of analyzed transactions. Our unified platform delivers complete protection through three proprietary capabilities: instant AI-powered risk scoring, continuous monitoring for proactive threat detection, and precision fraud prevention across payment types and channels. Additionally, Fraud.Net centralizes your fraud and risk management strategy while delivering advanced analytics that provide unmatched visibility and significantly reduce false positives and operational inefficiencies. Trusted by payments companies, financial services, fintech, and commerce leaders worldwide, Fraud.Net tracks over a billion identities and protects against 600+ fraud methodologies, helping clients reduce fraud by 80% and false positives by 97%. Our no-code/low-code architecture ensures customizable workflows that scale with your business, and our Data Hub of dozens of 3rd party data integrations and Global Anti-Fraud Network ensures unparalleled accuracy. Fraud is complex, but prevention shouldn't be. With FraudNet, you can build resilience today for tomorrow's opportunities. Request a demo today.
-
D&B Credit InsightsD&B Credit Insights delivers a powerful credit management platform designed to help businesses of all sizes understand and improve their credit profiles with confidence. The platform offers unlimited access to your Dun & Bradstreet credit file, showcasing important scores such as PAYDEX®, Delinquency, Failure Score, Supplier Evaluation Risk, and more, updated in real time. You receive instant alerts on changes to your credit scores and important legal events including liens, judgments, and lawsuits, allowing you to address potential risks swiftly. Detailed insights into payment histories and financial ratios provide a comprehensive view of your company’s credit health. The solution includes benchmarking tools that compare your scores against industry peers, helping you set and achieve realistic credit objectives. For added security, upper-tier subscriptions offer dark web monitoring for your business email addresses, alerting you to possible cyber threats. The platform also allows you to upload financial documents and bank statements to enrich your credit file. Integrated banking data powered by Plaid simplifies monitoring your company’s payment trends. Businesses use D&B Credit Insights to foster stronger relationships with lenders, suppliers, and investors through transparent, trustworthy credit information. Backed by Dun & Bradstreet’s extensive data network and financial expertise, this tool helps you plan strategically for growth while mitigating financial risks.
-
Predict360Predict360, developed by 360factors, serves as a comprehensive risk and compliance management platform designed to streamline workflows and improve reporting for various financial institutions, including banks, credit unions, and insurance companies. This cloud-based SaaS solution consolidates essential components such as regulations, compliance management, risk assessments, controls, key risk indicators (KRIs), audits, policies, and training into one cohesive platform while offering powerful analytics and insights that help clients foresee risks and enhance compliance efforts. If your current Governance, Risk, and Compliance (GRC) system isn't equipped with an effective analytics and business intelligence tool for creating insightful reports for executives and board members, consider Lumify360 from 360factors. This predictive analytics platform can seamlessly integrate with any existing GRC, allowing you to maintain your workflow processes while equipping stakeholders with the timely reports and dashboards they require for informed decision-making. With these advanced tools at your disposal, you'll be better positioned to navigate the complexities of regulatory compliance and risk management.
-
Project InsightProject Insight is strategic project, program, and portfolio management software designed to give growing organizations a complete picture of work across departments, teams, and systems. It connects the data behind projects so leaders can make confident decisions about priorities, investments, resources, and delivery. Project Insight provides the connected project data backbone organizations need for accurate executive reporting, financial forecasting, strategic planning, and AI analysis. Leaders can see whether they have enough capacity, understand project costs, and determine whether teams can deliver on their commitments. The platform combines project intake and prioritization, resource planning, scheduling, time tracking, budgeting, approvals, and portfolio reporting. Configurable workflows and multiple project views give teams flexibility while maintaining consistent information for leadership. Native integrations with Jira and Azure DevOps, along with connections to Microsoft, Salesforce, ServiceNow, and HubSpot, help organizations bring information together without replacing the tools their teams already use. Built-in AI capabilities support resource recommendations, capacity forecasting, project template generation, meeting action items, and what-if simulations. Whether building a PMO or scaling an established one, Project Insight offers customizable processes, dedicated onboarding support, and free view-only seats to help organizations grow without losing visibility into their work.
What is Synario?
Synario stands out as a premier platform for financial modeling, equipped to tackle the challenges of the future. By utilizing Synario, you can make data-driven financial decisions that propel your organization towards success and sustainability.
Transition to a specialized modeling platform that facilitates sophisticated modeling, in-depth analysis, valuable insights, and comprehensive reporting. With its unique layering technology and automated financial statements, Synario provides your finance team with an all-encompassing perspective of your financial landscape.
Reach out to discover how Synario can enhance the financial performance of your organization and support your goals effectively.
What is Causal?
Develop models at a pace ten times faster, connect them directly to your data sources, and present insights via interactive dashboards featuring impressive visuals. Causal simplifies formulas, removing the necessity for intricate cell references or obscure syntax, as a single formula in Causal can substitute for many traditional spreadsheet formulas. The integrated scenario feature allows you to easily set up and examine various what-if scenarios, employing ranges like "5 to 10" to understand the full array of possible outcomes for your model. Startups utilize Causal for essential functions, such as determining runway, tracking key performance indicators, planning employee compensation, and creating financial models that attract investors. Craft visually appealing charts and tables without the burden of extensive customization efforts. Furthermore, you can effortlessly switch between different time frames and summary formats to meet your analytical requirements. By harnessing the potential of your data, you can revolutionize how you visualize your business metrics and dive deeper into the analytics that drive your success. This newfound clarity enables you to make informed decisions that propel your business forward.
Integrations Supported
AWeber
ActiveCampaign
Algolia
Amazon Athena
Amazon Kinesis
Aurea FirstRain
Box
ClickUp
Coevera
Freshdesk
API Availability
API Availability
Pricing Information
Request a custom quote.
Pricing Information
$50 per user per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Customer Service / Support
Web-Based Support
Training Options
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
PFM Solutions
Date Founded
1999
Company Location
United States
Company Website
www.synario.com
Company Facts
Organization Name
Causal
Date Founded
2019
Company Location
United Kingdom
Company Website
www.causal.app/
Categories and Features
Financial Modeling
Not specified
Financial Planning and Analysis (FP&A)
Not specified
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management
Credit Risk Management
Market Risk Management
Operational Risk Management
Stress Tests
Value At Risk Calculation
Strategic Planning
Not specified
Categories and Features
Financial Modeling
Not specified
Financial Planning and Analysis (FP&A)
Not specified
Spreadsheet
Not specified