Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • MuukTest Reviews & Ratings
    34 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • Hostaway Reviews & Ratings
    2,040 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Assembled Reviews & Ratings
    272 Ratings
    Company Website
  • SaaSify Reviews & Ratings
    70 Ratings
    Company Website
  • Bookinglayer Reviews & Ratings
    146 Ratings
    Company Website
  • INTOO Reviews & Ratings
    244 Ratings
    Company Website
  • Cloudbrink Reviews & Ratings
    28 Ratings
    Company Website
  • Planview ProjectAdvantage Reviews & Ratings
    121 Ratings
    Company Website

What is The BusinessOptics Platform?

BusinessOptics partnered closely with the FNB Life team to create a revolutionary tool that assessed customer circumstances and goals, forecasted their income statements and balance sheets under various risk scenarios, identified their insurance requirements, and balanced coverage needs with affordability. This cutting-edge solution not only provided essential support and direction for sales intermediaries but also established a cohesive platform for self-service digital advice. Through detailed analytics and reporting, the tool enabled the early detection of usability and operational challenges, leading to a notable improvement in key performance indicators such as average premium and persistency rates. The teamwork culminated in multiple innovation awards, recognizing this trailblazing solution that redefined industry standards. Furthermore, the initiative illustrated how technology could significantly enhance customer service and propel business growth, paving the way for future advancements in the sector. Overall, this successful collaboration highlights the importance of innovation in meeting evolving customer needs.

What is EasyFinancialModels?

EasyFinancialModels is a free resource that transforms your financial assumptions into a detailed and customizable Excel model, which includes integrated formulas for the income statement, balance sheet, cash flow, discounted cash flow (DCF) valuation, and internal rate of return (IRR), with a particular focus on SaaS firms, startups, and small businesses. Moreover, it offers the capability to produce cash flow forecasts and DCF valuations, featuring free cash flow models that can be adapted for monthly, quarterly, or yearly intervals, covering timeframes ranging from 3 to 25 years, thereby providing a flexible solution for diverse financial planning requirements. This tool not only simplifies financial modeling but also helps users make informed decisions based on robust data analysis.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$0
FREE
Up to 3 years

$29.98 per model download
.
Free Version
Free Trial Offered?

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

BusinessOptics

Date Founded

2010

Company Location

United States

Company Website

www.businessoptics.biz

Company Facts

Organization Name

EasyFinancialModels.com

Date Founded

2026

Company Location

United States

Company Website

EasyFinancialModels.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

Categories and Features

Popular Alternatives

Visual Cash Focus Reviews & Ratings

Visual Cash Focus

Cash Focus

Popular Alternatives

Invest for Excel Reviews & Ratings

Invest for Excel

DataPartner Software
Gen BAL Reviews & Ratings

Gen BAL

SAG Infotech Pvt Ltd