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What is Unit4 Financial Planning & Analysis?

Our cutting-edge financial planning and analysis tools are designed for those who seek to navigate complexities with ease and clarity. We enable your teams to understand critical metrics and effectively communicate that information to drive better results. With Unit4 Financial Planning & Analysis, your organization can quickly pinpoint what is essential and harness that insight to transform strategies into concrete actions. Our cloud-based FP&A software equips your team with streamlined methods to capitalize on financial data through robust performance management, extensive planning, budgeting, forecasting, financial consolidation, and sophisticated reporting, visualization, and analytics. By implementing a flexible and cohesive strategy, we cater to all your organization’s financial planning needs, whether it's managing cash flow, supervising operational budgets, or forecasting sales, costs, and revenue trends. This comprehensive approach guarantees that your organization is agile and well-prepared to adapt in a fast-evolving financial environment, ultimately fostering sustainable growth and success. Embracing this innovative framework will empower your teams to make informed decisions that align with your organization’s strategic goals.

What is Billbooks?

Billbooks serves as an excellent solution for overseeing your invoices, expenses, and quotes effectively. Say goodbye to the disorganized invoices and quotes often created in Word, Excel, or PDFs. With the innovative Billbooks App, your data can be securely stored in the cloud, allowing you to handle your invoicing tasks from any location. A single login provides the ability to manage numerous clients and businesses effortlessly, while you can also assign specific roles and permissions to employees for each organization. Stay on top of your inventory, pinpoint your best-selling items, and receive alerts when stock is running low. It’s easy to monitor all invoices, estimates, and expenses, and you can request electronic approvals and set expiration dates for your documents. Additionally, your customers have the option to view your estimates. Create stunning invoices and establish automatic payment reminders to streamline your cash flow. Finally, enjoy the peace of mind that comes with knowing all your data is protected by robust 256-bit SSL encryption, IDS, and AES technology for added security. By utilizing Billbooks, you can simplify your financial management and enhance the efficiency of your business operations.

Media

Media

Integrations Supported

2Checkout
Authorize.Net
Braintree
ModelTree
Nappkin
Nmbrs
OroCommerce
PayPal
RoomRaccoon
Stripe

Integrations Supported

2Checkout
Authorize.Net
Braintree
ModelTree
Nappkin
Nmbrs
OroCommerce
PayPal
RoomRaccoon
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$7.95 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

Unit4

Date Founded

1980

Company Location

Canada

Company Website

www.unit4.com/products/financial-management-software

Company Facts

Organization Name

Billbooks

Date Founded

2010

Company Location

Australia

Company Website

www.billbooks.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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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