Budgeting Software
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NetSuite
Drive your organization forward with Netsuite, a robust ERP solution. Seamlessly integrate financials, streamline operations, and gain real-time insights. From scalable solutions to adaptive workflows, it empowers businesses for growth and efficiency. Elevate your enterprise and get started with suitable Netsuite pricing.
Deltek Vision
Deltek Vision, a robust suite of ERP solutions, empowers organizations to seamlessly navigate and optimize their project lifecycle. Tailored for project and service-based firms, it ensures real-time insights, financial control, and streamlined processes. Elevate your project management with Deltek Vision. Schedule a demo for a firsthand experience today!
DealerCenter
DealerCenter streamlines accounting tasks for automotive businesses, offering intuitive features for efficient financial management. While it may require initial familiarization, its tailored solutions prove invaluable for automotive professionals. DealerCenter stands as a reliable partner in navigating complex financial processes, ensuring seamless operations.
Workday Enterprise Resource Planning (ERP) Tool
Workday ERP software offers comprehensive solutions for enterprise resource planning, taking things a step ahead with its enterprise management cloud. While navigating it may be challenging at times, its scalability and real-time insights make it a useful asset for businesses aiming for efficiency and growth.
Odoo
Odoo transforms business operations through a powerful open-source suite of integrated applications. Its scalability, and user-friendly interface offers a comprehensive set of features for businesses of all sizes and industries. Initial implementation of the software can be challenging but overall, it is a good choice for business evolution.
Oracle JD Edwards EnterpriseOne
Oracle JD Edwards EnterpriseOne is a cloud-based solution offering Enterprise Resource Planning (ERP) and supply chain management services to small, midsize, and large businesses. Oracle, combined with JD Edwards provides users with a vast collection of powerful and innovative apps to manage workflows in several sectors including finance, consumer goods, human resources, distribution, and manufacturing. The solution combines business value, standards-based technology, and deep industry insights at a low ownership cost.
Key features include financial management, project management, human capital management, order management, CRM, manufacturing, supply chain planning, logistics, reporting, and business intelligence. Real estate management, environmental health, asset lifecycle management, and safety and commodity trading are also offered among many other modules.
The solution is scalable and is compatible with hardware, virtual servers such as Oracle VM and VMware, and operating systems such as Microsoft Windows, Linux, AIX, and IBM I5OS and databases such as SQL, Oracle, and DB/2. Support for the smartphone web browsers is also provided.
Pricing: Not provided by the vendor.
USP: Oracle’s One-Click Provisioning tool enables its users to deploy JD Edwards on the Oracle Cloud within hours instead of days. Integration with IoT (Internet of Things) is offered that delivers higher profitability and competitive differentiation.
Support: Support can be reached online.
Product Advantages: JDE E1 is highly adaptable, highly accurate, highly configurable, and allows for granular security. Robust reporting tool and seamless integration with all third-party tools.
Product Limitations: Some functionalities are too complex to configure. Cross-reference facility is not intuitive and hard to set up.
Jedox
Jedox enhances planning, analysis, reporting, and value-creation processes providing a unified platform for multiple business units, enabling collaboration and shared insights across departments. Appreciated for its intuitive interface, Jedox offers flexibility to cater to organizations of all sizes and budgets globally.
QuickBooks
QuickBooks Enterprise is an accounting solutions suite that offers end-to-end accounting services for growing businesses and non-profit organizations. The software is designed to integrate tasks like payroll, payables, inventory tracking, and more. There are functionalities to manage multiple users, locations, inventory workflows, or large amounts of transaction data. The software offers tailored reporting tools with MS Excel integration for users to analyze data efficiently and make information-based business decisions.
Tools for scanning attaching multiple documents including receipts and quotes are also offered. These tools enable businesses to carefully arrange documents into categories and subcategories to keep track of important accounting data files. The solution also maintains a change log to record changes within each document with the proper date and time stamp. The solution allows businesses to track employee information and ensure necessary regulatory compliance.
QuickBooks Enterprise caters mainly to small-midsize businesses across several industry verticals including construction, manufacturing, distribution and retail.
Sage Intacct
Sage Intacct is a best-in-class cloud accounting and ERP software and is the preferred cloud financial management application for the AICPA. The software provides real-time financial and operational insights to small and midsize businesses as well as the ability to automate critical processes.
As the only AICPA-preferred financial management solution, Sage Intacct financial management software delivers the automation and controls around billing, accounting, and reporting that finance needs to reduce errors, stay audit-ready, and scale the business. Sage Intacct helps CFOs access integrated management and financial reports across their business entities within minutes instead of days allowing them to grow and drive their businesses.
The solution provides an array of core accounting functions such as accounts payable, accounts receivable, general ledger, cash management, and order management. It also offers built-in reporting and dashboards, project accounting, fund accounting, time and expense management, financial consolidation, revenue recognition, subscription billing, contract management, inventory management, and financial reporting applications, all delivered through the cloud.
DENALI Business
Denali Business, a Cougar Mountain product, is an accounting software geared towards small to midsize businesses. The solution has the ability to customize 10 integrated modules. The primary goal of this software is to scale the business needs while maintaining a consistent audit trail. The system offers both, on-site and cloud-based deployments. Denali is equipped to help users effectively monitor and control the flow of business assets.
Key functions include multi-location inventory management, reporting, auditing, data analysis, and regulatory updates. For charities and other non-profit organizations, it has a Denali Fund app that offers grant, donation, event, and overhead accounting making the management of both restricted and unrestricted fund accounts easier, while ensuring all transactions are fraud-free. More features include individual user rights, internal controls, audit trails, customizable reports, rental equipment tracking, and GAAP and FASB compliance. Business intelligence provides dashboards, predictive analytics, and pulse alerts.
Functionalities to deal with multiple invoices, clients' information, and collection status are also offered. Several add-ons features are available including a payroll system, purchase orders, bank reconciliation, and mobile accounting.
Pricing: Pricing is based on a one-time payment model. Three different packages are offered: Denali Basecamp ($1999/user), Denali Ascent ($2999/user), and Denali Summit ($4999/use). A free trial is also offered.
USP: The most efficient tool to organize and manage finances with complete transparency. Scalability to add more modules, services, and add-ons to meet the growing needs of a business.
Support: Support is available via phone and email.
Product Advantages: Robust and reliable product. Great value for money. Top-of-the-line support.
Product Limitations: Cumbersome and dated interface. Inconsistencies in accounting payrolls.
Xero Accounting Solution
Xero is a web-based accounting solution offering robust and complex accounting tools to small and medium-sized businesses in all industry verticals. Xero provides them with a direct gateway to connect with their banks, accounting tools, their accountant, payment services, trusted advisors and integration with +700 third-party apps through secure, readily available channels at all times via any device. The software currently caters to 1,000,000 users and over 16,000 accounting firms.
The software's accounting and bookkeeping functionalities provide users with efficient compliance tools, a practice management solution, and a cloud-based unified accounting ledger for every client, in one place. The solution now also comes with a project management feature, which wasn’t previously included. With Xero's robust accounting features, small businesses can view their cash flows, transactions, and account details from any location. Online payments allow users to track and manage expenses as well as improve relationships with critical business material suppliers. There are also features that automatically import and code all business transactions accurately.
Pricing: Four pricing packages are offered: Starter ($9/month), Standard ($30/month), and Premium 10 ($70/month). A 30-day free trial is also offered.
USP: Offers all the right tools to manage money in and out of your budgets in a way that will coincide with your business goals and long-term missions. You can also manage personal expenses with the mobile review.
Support: Support is extended via email, phone, live support, and tickets.
Product Advantages: Xero is easy to use and user-friendly, and accumulates highly ranked features that help close crucial accounting gaps. A handy tool for financial management. Easy to set up, no maintenance or hardware costs.
Product Limitations: Importing and exporting data is not very easy. The Payroll module could use improvements.
PlanGuru
PlanGuru is your strategic companion for holistic financial planning. Boasting features such as budgeting, forecasting, and analytics, it empowers businesses to optimize financial processes, enhance decision-making, and drive success. Elevate your business with PlanGuru and enjoy financial excellence now.
CCH Tagetik
CCH Tagetik is an all-in-one enterprise-level accounting and BI software solution that provides medium to large organizations with budgeting & planning, management reporting, modeling & forecasting, disclosure management, consolidation & close, and analytic information hub. It offers enough flexibility to cater to businesses in various industries such as software/technology firms, CPG, manufacturing, insurance, telecommunications, banking & financial services, construction, and healthcare, etc. The solution empowers executives with a simple and straightforward MS Excel-like interface and business performance tools for effective operational planning, consolidating, analyzing results and compare the financial impact of different business scenarios.
With Tagetik’s integrated financial intelligence, users can gain access to more insights on and visibility of the company's health. Full integration with Microsoft Office apps and BI suite, Qlik, and SAP HANA are offered. Additional features include Data visualizations include dynamic charts, heat, and geo-maps, embedded business and financial intelligence features, full-featured cash flow modeling and forecasting capabilities adjusting strategic plans, updating rolling forecasts.
Both cloud-hosted and on-premise deployments are offered as well as a hybrid approach which offers flexibility to transition from one to the other.
Pricing: Not provided by the vendor.
USP: Automate disclosure and conduct collaborative business reviews. High flexibility and scalability to add any number of modules with utmost convenience.
Support: Support is extended via email and phone.
Product Advantages: Easy to use and configure. Highly scalable design. Consistent data management. Robust advanced analytics tools.
Product Limitations: old database records are in Italian which is inconvenient. Some logical aspects could use simplification for non-tech users. Complicated implementation.
ClearView InFocus ERP
Clearview InFocus is a project-based ERP solution built for architects and engineering firms to manage their project lifecycle from the opportunity to project completion with tools for real-time accounting, billing and time and expense. Geared towards mid-to-large Architecture and Engineering firms, InFocus offers a success-oriented all-in-one product for one industry so AE firms have access to tailored support and innovation to win more business.
The software offers a variety of innovative and robust features including customizable report-building and invoicing capabilities, marketing, and sales customer relationship management tools, interactive Gantt control, tools for automating workflows, multiple levels for work breakdown structure, business intelligence with analytics dashboards and more. These features combined with InFocus's API management layer and cross-database analytics, integrated in real-time, give Clearview a competitive edge over any other ERP solution in the market. Both cloud-based and on-premise deployments are available.
Pricing: Pricing packages are license-based. For the cloud-based version, it costs $29/month and for the annual package, $24/month. For the in-house version, there is a one-time license fee of $495.
USP: All-rounded ERP systems with high customizability and scalability in attractive low prices make InFocus an ultimate choice for growing AE firms.
Support: Support is available via phone, email, online tutorials, and self-guided courses.
Product Advantages: It's easy to navigate. Intuitive interface. Great support. Customization in data presentations, security, permissions, and reports.
Product Limitations: Requests take approximately 4 times longer to process than when we tested it as a local SQL installation. No integration support with external payroll software.
Aplos
Aplos is a cloud-based accounting software solution designed for churches and non-profit organizations. It comes in two options: a stand-alone system or the accounting solution within an integrated suite. The software was founded in 2009 and its cloud-based, non-profit solution was released in 2011. It has helped over 40,000 organizations, in more than 50 countries, with more than $200 million in transactions.
Aplos accounting tool includes features like fund transactions, budgeting, bill tracking and payment, invoicing, financial reporting, manage finance, track cash flow etc. The integrated suite option includes all of the accounting tool features with online donation management, contribution management and reporting functionalities.
The solution includes creation of balance sheets, income statements, fund balances, and allows to create custom reports and storing contributor’s information in a single, central repository to keep track of all the event records, personal data, donation history and more. It caters to non-profit organizations and churches of all sizes. Aplos demo can be requested upon request, they also offer a 15-day free trial period.
Budgyt
Budgyt is a software solution that helps small to mid-sized businesses and non-profits manage their budgets at an affordable price. It is a cloud-based solution, providing multiple users the access to work on the same budget at the same time. It is an intuitive software solution that creates budgets faster, which are more accurate and reliable than traditional spreadsheets.
The platform offers robust reporting, QuickBooks Online API, built-in calculators, and a user-friendly interface. It is a solution for both financial and non-financial members of a team. All entries are directly made to it, so no need of collecting data from anyone. It is efficient, easy to use, and is secure.
In comparison to spreadsheets, Budgyt saves 80% of the time. It helps in generating audit-ready budgets quickly, which are reliable. The software can import/export data with the existing general ledger accounting software used. It has defined user permissions and layered access points making all the data secure. Users can easily control data and distribute budgets in a safe and secure manner.
Xledger ERP
Xledger is an Enterprise Resource Planning (ERP) solution for mid-sized and large businesses. It was designed for the cloud so that it can easily be accessed from anywhere and at any time. This ERP solution was created by keeping the customers in mind. It provides automated ERP solutions to 10,000+ clients in 50+ countries.
The software has three value pillars that it follows: automation, insight, and scalability. It automates the processes ranging from bank reconciliation to invoice entry. Provides real-time insight which supports the decision-making process. It helps businesses grow in size and scope without the need for extra personnel required to operate, support and maintain data on the ERP system.
Xledger provides features like billing, invoicing, real-time reporting, graphs, dashboards, time and expense tracking, business intelligence and analytical tools, workflow collaborations, payroll management, asset management, accounts receivable and payable management, etc. The changes made by users are in real-time, making the data accurate and reliable.
The software offers its services on a monthly subscription basis.
Financial Edge
Financial Edge NXT, a Blackbaud product, is a cloud-based accounting solution geared towards non-profit and governmental organizations to help them effectively manage, automate and monitor several organizational projects and teams at the same time. These could be relating to compliance, financial stewardship, security, or follow-throughs; Financial Edge provides users with a robust platform to perform fund accounting with a general ledger, projects, grants, endowments, accounts payable and receivable, fixed assets, banking, and more tools offered within a single mainframe.
Financial Edge enables its users to manage transactions, eliminate manual processes, and securely share information in an instant by providing them with personalized dashboards and customizable views. This way users can closely monitor income statements, program-to-expense ratios, cash balances, and other key metrics. Other innovative offerings include one-click drill-down functionality in real-time reporting, and export capability, and ongoing data-driven decision making.
Pricing: Not provided by the vendor.
USP: Advanced tools to eliminate manual processing of things with enhanced accuracy of data entries. Offers project accounting with streamlined budget management.
Support: Support can be reached via phone and email.
Product Advantages: The software is highly flexible. It provides an effective way to monitor accounts and generate reports.
Product Limitations: Highly overpriced for SME businesses. There is a steep learning curve because of the complexity of the offered functions.
Microsoft Dynamics SL
Microsoft Dynamics SL is a business management ERP (enterprise resource planning) offering powerful project and service-based organizations such as professional services firms construction companies, heavy equipment rentals, government contractors, and engineering firms, etc. The software constitutes multiple modules including financial management, IT management, business intelligence, collaboration, accounting, field service, supply-chain management with innovative features to back them.
Dynamics offers the latest Power BI and integration with a wide list of commonly used famous business tolls and software including Microsoft’s native suite of tools, Windows, Oracle, Salesforce, Skydive, Sybase, and many other industry-specific tools and add-ons. These capabilities allow users to benefit from the full extent of the software’s own set of functionalities, resulting in enhanced efficiencies and optimized performance.
The system offers on-site deployment, and the option to host and add services like online training and support. The application runs on the Microsoft SQL Server database platform.
Pricing: Pricing for the basic package is around $2000 and for businesses, the software costs $2250.
USP: The software operates on Windows and .NET frameworks extending the benefit of sharing Microsoft as a common developer. Solution for everything from job costing, materials management, service call entry, receiving, to billing, and sales solution.
Support: Support can be reached by phone and email.
Product Advantages: Easy copy and paste feature for general ledger from Excel. The software interacts well with a number of Microsoft products and functionalities.
Product Limitations: Not as flexible as it should be.
TimeSolv
TimeSolv is a cloud-based time tracking and billing solution that caters to accountants, consultants, architects, lawyers, and freelancers, helping them manage daily business operations. Users can keep track of all their expenses and increase their revenues by ensuring that every billable minute is input into the system and get paid more quickly. The solution runs smoothly both offline and online. Compatibility with PCs and Macs, iPad and other tablets, iPhones, and Android apps is provided.
The project management module comes with billing functionality that combined with time tracking and auto task-assigning, enables users to track billable hours and budget in real-time. TimeSolv offers a customizable platform for streamlining the financial workflow for seamless and fast payment processes integrated with current and legacy systems. With case management, users can organize and store data as well as utilize auto-filling standard formatted documents with document automation.
The solution offers integration with various third-party software for smooth data transfers. The application’s integration with various credit card payment processing services provides clients with a portal where they can make payments, review transaction history, replenish trust funds, and more. Two-way integration with Quickbooks, Xero, Dropbox, and NetDocuments.
Pricing: Pricing is offered on a monthly subscription basis. There are two pricing plans, Legal ($34.95/user/month) and Pro ($19.95/user/month). A free trial is also available.
USP: With the capability to accurately track time, users can gain critical insights when bidding and making budgets for new projects. TimeSolv also provides better clarity to ongoing projects as it enables users to readily itemize their transactions by task, frequency, client, etc.
Support: Support is extended via phone and email.
Product Advantages: The freedom to access it anytime, anywhere with or without internet availability. Fairly intuitive and easy to learn. Great customer support. Regular painless updates.
Product Limitations: Steep learning curve but that is because of the complex functions of the system. No online reporting functionality.
Adaptive Insights
Adaptive Insights is a web-based SaaS (Software as a Service) solution for corporate performance management (CPM) providing businesses of all sizes with advanced tools for effective forecasting, budgeting, and reporting. The primary goal of the software is to do away with any additional hardware or electronics and offer users the freedom to work remotely. By providing data-driven insights, Adaptive Insights provides businesses with the necessary agility to adapt to the ever-evolving trends in the business world.
The User Interface is set up to imitate MS Excel to mirror and promote the same level of efficiency, familiarity, and reliability. Offered functions include budgeting and forecasting, reporting, administrative management comprehensive dashboards, and financial modeling capabilities. These tools enable users to collaborate more easily with partners, as well as model, analyze and report on business performance on a continuous basis. The software’s drag-and-drop feature makes it convenient to design and edit reports that provide real-time data and give users a detailed overview of the entire organization.
Adaptive Insights comes with the flexibility and scalability to serve businesses of different sizes and nature across multiple industry verticals including healthcare, manufacturing, business services, nonprofit organizations, and even web-based software companies.
Pricing: Provided upon quote. A free trial is available.
USP: Partnership with value-added resellers (VARs) in various countries. Seamless integration with its native performance management tools. Niche-specific features are also offered.
Support: Support is provided via email and phone.
Product Advantages: Consistent and powerful support, implementation, and training services. User- friendly and can be accessed from anywhere.
Product Limitations: Complex usability, extensive learning curve. Expensive service. Bugs in multi- currency conversions.
Nexonia Expenses
Nexonia is the leading provider of web-based expense & travel, and time management solutions serving businesses in a vast range of industries. The solution offers a variety of applications including Nexonia Expenses, Nexonia Timesheets, Nexonia Travel, Nexonia Time Off, Nexonia Purchase Orders, and Nexonia Accounts Payable. These integrated modules provide business owners, employees, administrators, and executives quick and easy access to streamlined reporting and approval processes, enhanced human resource management, and improved operational efficiency by enabling users to automate the management tasks of their corporate expense policies.
Noexonia offers expense management functionality as well as credit card integrations, multi-currency support, and data sync with travel and booking tools, users' existing accounting and ERP systems. analyze their business expenses through the aid of custom reports. It also includes native Android and iOS mobile apps that allow users to create, edit and approve expense reports on the go at any time.
To streamline the preparation, submission, and approval of corporate expenses so users can focus on more important aspects of their business.
Pricing: Pricing packages are quote-based.
USP: Nexonia offers highly customizable applications that are fully integrated with accounting/ERP, credit card, payroll, and travel management systems.
Support: Support can be reached via phone and online resources.
Product Advantages: The ability to group multiple receipts to one entry auto-generated entries linked to my credit card, the option to use the mobile app, and the drag-and-drop feature for receipts are highly useful.
Product Limitations: Linking personal debit cards to Nexonia is slightly complicated. Customer support is spotty. UI is dated.
Collexo
Collexo brings together everything that your organization needs to make your fee collection process easier, faster, and secure.Collect any type of fee (one time, partial, or a recurring payment) in seconds, anytime, anywhere - through all student touchpoints and channels, be it from your website, via payment links, or directly via your existing ERP. It offers all methods of payment at one place - from Online, Cheque/DD, to Offline Cash Payment and instant Financing. Collexo empowers you with a robust reporting engine with run time settlement reports, finance dashboards, payment workflows, communications, late fee, and more. The inbuilt communication suite allows you to automate your reminder communications and send real time emails/SMS/WhatsApp to your students.No more struggling with multiple payment gateways, manual reconciliation, cumbersome taxation and suspense entry identification. With Collexo, transform the way you Collect, Manage, and Track all your fee payments.
MIP Fund Accounting Software
MIP Fund Accounting software has emerged as an indispensable tool for nonprofit financial mastery. Packed with fund monitoring, budgeting, and reporting, it empowers organizations to streamline financial operations, ensure compliance, and drive mission success. Revolutionize your nonprofit with MIP and commence your journey to financial excellence today.
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