Financial Reporting Software
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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.
Wave Accounting Platform
Wave accounting platform software offers a seamless solution for managing finances with its intuitive design and practical aspects. Useful features such as professional invoicing, mobile receipts and payroll make it worth the learning curve. It is a good choice overall, to simplify accounting tasks and drive success.
Oracle JD Edwards EnterpriseOne
Oracle JD Edwards EnterpriseOne provides a comprehensive enterprise resource planning solution that features real estate management, human capital management, environmental health and safety, and commodity trading as main highlights. While it functions well, it does have some limitations in terms of cost.
Tipalti
Tipalti streamlines financial tasks for businesses, offering intuitive interfaces and robust automation capabilities. Despite occasional complexity in setup, its comprehensive features, including mass payment processing and procurement control, make it indispensable. Tipalti emerges as a dependable ally for businesses aiming to ensure financial compliance.
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.
Activity HD
AcrivityHD by nQativ is a web-based SaaS ERP accounting software geared towards small to midsized businesses. ActivityHD allows users with advanced tools to filter and present data, plus security features to meet data confidentiality guidelines by the authorities. ActivityHD offers enough flexibility in its functions to cater to a range of industries including software and technology, transportation, oil and gas, and healthcare. It interfaces with several third-party software applications, facilitating efficient data transfer and eliminating the need for manual entry.
The solution offers SME companies with a vast variety of payroll processing tools such as benefits management, deductions management, direct deposit, 401k tracking, Multi-State, a self-service portal, benefits management, tax management, vacation, leave tracking, w-2 preparation, wage garnishment, check printing, and Reporting/Analytics tools.
It also offers integrated accounting applications that include bank reconciliation, fixed assets, accounts receivable, report writing, accounts payable, purchasing, and document management.
Pricing: Pricing is only provided by the vendor upon request. A free trial is offered.
USP: This ERP system is capable of handling complex general ledger and payroll situations, yet easy enough to use in less demanding environments.
Support: Online support, and business hours support is provided.
Product Advantages: Robust interface and a rich feature gallery. Highly flexible with great customizability options. Top-notch customer support.
Product Limitations: Transaction processing isn’t as intuitive as it should be as it requires too many unnecessary steps. Some aspects are very complex and advanced, should cater to more basic needs too.
Coupa Expenses
Coupa Expenses provides a powerful platform that helps businesses achieve unparalleled spend management, positioning them towards resilience and growth. While the cost may be a consideration for smaller-scale businesses, Coupa remains a suitable choice for companies seeking to streamline their expense management, automate processes, and enhance cost visibility.
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.
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.
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.
Bill.com
Bill.com offers businesses a centralized financial operations platform to efficiently create and pay bills, send invoices, manage expenses and control budgets. Like all accounting solutions, Bill.com comes with its pros and cons but overall, it helps streamline financial processes, offering convenience and efficiency to its users.
EZOfficeInventory
EZ Office Inventory is a leading cloud-based asset tracking solution that enables businesses to track and manage multiple types of assets across various locations and departments. It caters to the needs of businesses in different industries by providing them with tools to track all types of items including IT assets, AV equipment, furniture, construction tools, medical equipment, etc. in a non-intrusive and secure manner. The solution offers mobile app support for team collaboration around asset reservations, maintenance, checkouts, and audits, with Barcode and QR Code scans as well RFID tag scans on external scanners. It provides users with complete logs of all assets from procurement to retirement and simplifies all operations involving company assets.
The solution is entirely cloud-based and is accessible from anywhere and at any time. An embedded REST-based API is available that integrates with other REST-based systems. With EZOfficeInventory's dynamic dashboards and customized reporting features, users can easily track and monitor assets. A GPS tracking feature helps them track item locations so users with the help of an interactive map so they can spot lost or misplaced assets.
Inventory management contains advanced analysis that enable businesses to draw inventory data analysis and make smart decisions regarding inventory maintenance. Third-party integration with a number of applications such as Dropbox, Active Directory, Zendesk, Jira, and OneLogin is available.
Pricing: Both monthly and annual subscriptions plans are offered. For a monthly subscription, A La Carte ($31.50/month) and Unlimited Users ($150/month) are offered, whereas pricing for Enterprise packages is provided upon quote.
USP: scan barcodes right from a smartphone device, streamline item maintenance to boost functionality, maintain optimized stock levels at all times, and manage all customers and vendors with one solution.
Support: Support is provided via phone, email, and through an online knowledge base.
Product Advantages: Easy and well-organized tracking of both fixed and consumable assets.
Product Limitations: The pricing model is based on the number of users configured not the amount of data stored or the databases used making it overpriced. The interface can seem a little cluttery and overwhelming.
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.
Expensify
Expensify manages expenses and transactions in real-time by offering account summaries, date calendars, and transparency features. It also provides powerful tools for tracking travel expenses. While it may have a learning curve and limited customization options, it meets the needs of most businesses effectively.
CloudEagle
CloudEagle combines SaaS management and procurement services offering comprehensive visibility into application usage, login data, and feature-level usage information. While already beneficial, the platform's future updates are highly anticipated as they aim to introduce new features, further enhancing user experience.
Versa Cloud ERP
With Versa Cloud ERP, you get state-of-the-art enterprise resource planning (ERP) software. It seamlessly integrates your business processes into a centralized platform. From accounting to customer management, Versa Cloud ERP has it all. Thus, manage your business with its scalability and real-time insights today.
AccountEdge
AccountEdge accounting software is the cornerstone of comprehensive financial management. With features like making invoices, tracking expenses, and handling payroll, it empowers businesses to optimize accounting processes, enhance accuracy, and propel financial success. Get AccountEdge to boost your business today.
CenterPoint Accounting
CenterPoint Accounting is the ultimate solution for businesses seeking to optimize their financial management. With its robust features and intuitive interface, CenterPoint empowers you to take control of your finances and drive your business toward success. CenterPoint Accounting empowers businesses to thrive in the financial landscape.
BOARD Software
Unlock your full potential with BOARD software. Experience the power of smarter planning, turbocharged success, and a razor-sharp competitive edge. With BOARD, you'll plan smarter, achieve faster, and conquer new heights of excellence. Don't just dream big – make it a reality with BOARD's cutting-edge Intelligent Planning solutions.
Carta
Carta accounting software stands as the go-to solution for comprehensive equity management. Boasting features like cap table management, equity plan administration, and financial reporting, it transforms businesses by streamlining equity processes, improving compliance, and propelling success. Elevate your business with Carta today.
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