Koyfin |
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | Checkmybooks automatically reviews your clients' accounting records for you. It analyses every transaction and then highlights the issues that you'll want to review. You can go straight to the things that need your attention. It also makes it really easy for you to correct the client's figures, always keeping a log of the changes and notes you have made and updating your adjusted trial balance as you go. You get from the client's trial balance to your final trial balance quickly and easily. Expand and collapse sections, mark individual Review Points as Accepted or Queried and make linked notes of your reasons. Simply click the Add Adjustment button anywhere in Checkmybooks to make a journal entry. Your adjusted trial balance will be instantly updated. Checkmybooks will display the clients' financial reports with the ability drill down into individual accounts and transactions. Read more | In today's fast-paced world, managing multiple investments can be a daunting task. But fear not, because AllInvestView is here to simplify their life and revolutionize the way they track and manage their investments. Say goodbye to the days of switching between countless apps or spending endless hours on Excel spreadsheets. With AllInvestView, all their investments are consolidated into one user-friendly dashboard, allowing they to save precious time and focus on what truly matters growing their wealth. Whether they're tracking stocks, cryptocurrencies, ETFs, funds, bonds, or fixed income securities, AllInvestView has they covered. This bond pricing module provides accurate and up-to-date information, ensuring that they have everything they need to make informed investment decisions. Privacy is paramount, and with AllInvestView, they can rest assured that their data is safe and secure. We never compromise on privacy and would never sell their data to any third parties. But that's not all. AllInvestView also offers personalized insights that unveil their investment performance, diversification, and so much more. Dive deep into dividend yield analytics, understand yield on cost, and effortlessly monitor upcoming and past dividends from their stock holdings. Stay ahead of the game with AllInvestView, and take control of their investment returns like never before. Proactive dividend investing management has never been easier. So why wait? Simplify their life and supercharge their investments with AllInvestView today. Read more |
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| SW Score & Breakdown |
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| Total Features |
0 Features
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6 Features
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| Common Features for All |
Cash flow Forecasting
Industry Analysis
KPI & Metrics
Market Analysis
Performance Analytics
Risk Assessment
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Cash flow Forecasting
Industry Analysis
KPI & Metrics
Market Analysis
Performance Analytics
Risk Assessment
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| User Rating |
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Not Available
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| Ratings Distribution |
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Not Available
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Checkmybooks Others |
Free Free Starter Others Advanced Others |
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View Detailed Pricing
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View Detailed Pricing
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AccountsIQ
4.7 Based on 42 Ratings 
AdvanceFlow
4.1 Based on 7 Ratings 
CashController
5 Based on 1 Ratings 
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| Screenshots |
+ 2 More
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Not Available |
| Company Details | Located in: London, England |
Not available |
| Contact Details |
Not available https://www.checkmybooks.co.uk/ |
Not available https://www.allinvestview.com/ |
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