Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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Zoho ProjectsProject management has reached a high level of efficiency, and Zoho Projects, a cloud-based software solution, enhances this by enabling effective planning and tracking of your work. With the ability to collaborate with your team from any location, you can ensure that your projects stay on schedule by organizing activities, allocating tasks, managing resources, and enhancing teamwork. Utilizing Gantt charts within Zoho Projects allows you to develop a comprehensive project plan while monitoring task progress. This software not only helps you keep an eye on crucial tasks and their interdependencies but also alerts you to any discrepancies from your intended timeline. By minimizing the time spent on repetitive activities, Zoho Projects streamlines your workflow, making it user-friendly regardless of the complexity of your processes. Its intuitive drag-and-drop interface simplifies the creation and implementation of new automations. Additionally, the Projects timesheet feature enables you to log both billable and non-billable hours, accurately capturing every moment of your labor through manual entries or timers. Furthermore, its seamless integration with Zoho Invoice facilitates effortless invoice generation, ensuring that all your hard work is properly compensated. This comprehensive approach to project management not only enhances productivity but also fosters better communication within your team.
What is Tidemark?
Are you encountering common challenges in financial planning, such as disjointed data, inaccuracies, slow processes, a reactive approach to finance, and a lack of empowerment throughout your organization? In contrast to your current planning practices, Tidemark offers a transformative solution for medium to large enterprises with its cloud-based tools for planning, forecasting, and analytics, all accessible from any device. Tidemark expands the planning process beyond the CFO's responsibilities, engaging every decision-maker who plays a vital role in the business. By utilizing Tidemark, you acquire a robust and flexible platform that customizes your planning solutions to fit your specific business needs, moving away from reliance on outdated systems. Every participant, from finance to operations and management, benefits from improved data, superior analysis, and a more enriching experience that promotes financial intelligence throughout the organization. Our state-of-the-art cloud platform provides the most thorough and groundbreaking corporate planning solutions available today, ensuring a cohesive and effective integration of all elements of your financial strategy. This innovative approach not only enhances operational efficiency but also empowers teams to make timely and confident decisions, ultimately driving the success of your organization forward. By embracing Tidemark, you will cultivate a culture of proactive financial management that is essential for thriving in today's competitive landscape.
What is Cube?
Cube is an AI-driven platform built to transform how organizations approach financial planning and analysis. It helps finance teams eliminate data silos and gain accurate, real-time insights that improve strategic decision-making. By integrating with widely used tools like Excel, Google Sheets, Slack, and Microsoft Teams, Cube ensures a seamless user experience without forcing workflow changes. Its FP&Ai Suite introduces a collection of intelligent agents that specialize in key financial tasks such as forecasting, variance analysis, and data validation. These agents continuously work in the background, analyzing both structured and unstructured data to deliver meaningful insights. Cube allows users to interact with their data using plain English, making complex analysis more accessible and intuitive. The platform supports essential financial operations including budgeting, scenario modeling, revenue planning, and executive reporting. It also enhances productivity by automating time-consuming processes like data consolidation and reporting. With built-in security and compliance standards, Cube ensures that sensitive financial information is always protected. Organizations using Cube benefit from faster reporting cycles and improved data accuracy across teams. The platform is designed to scale for both mid-market and enterprise businesses across various industries. Ultimately, Cube empowers finance professionals to shift their focus from manual tasks to high-impact strategic work.
Integrations Supported
Steep
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
insightsoftware
Date Founded
2018
Company Location
United States
Company Website
insightsoftware.com/tidemark/
Company Facts
Organization Name
Cube
Company Location
United States
Company Website
www.cubesoftware.com
Categories and Features
Categories and Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control