Planful Alternatives and Competitors

Financial consolidation, budgeting, analysis, planning, and management reporting are all part of Prophix's financial management package. Users can examine financial data and arrange information using the solution's spreadsheet-style interface. Prophix may be used in a variety of industries, including financial services, construction, government, and utilities, and it can be installed both in the cloud and on-premises. Users can handle information including budgeting needs, cash flow, balance sheets, and income statements with Prophix. There are various data analysis tools. Top down, bottom up, zero-based, and activity-based approaches are all supported by the solution, as are non-financial and financial budgeting. Inter-period projections, "what-if" analyses, and rolling forecasts are among the forecasting options provided by the system. It also has modules for storing personnel records including salaries, medical bills, and tax calculations.

DataRails is a smart analysis and financial planning tool for Excel users who want to profit from financial automation. It enables you to easily collect, report, and analyse data, estimate future financials and plan operations appropriately. With DataRails, you can automate data gathering for your financial and operational data, regardless of the style or form. This comprises Sales, GL, Forecast, Budget and any other data produced by a business system or stored in a spreadsheet. You can break any piece of data directly from inside your current Excel spreadsheets to get to the bottom of it. Instead of keeping several copies of your worksheet, you can save all of them in a database to view various aspects of your data with DataRails. Users can gain real-time data slicing and dicing for analysis and reporting. Using a web-based real-time dashboard, you can share your findings with your team and management. You can automate depreciation and amortisation calculations and keep track of capital expenditures. Additionally, to effectively plan and manage future expenditures, you can also get a real-time analysis of OPEX.

eMoney is a comprehensive and scalable finance management platform developed specifically for financial services to address a wide range of financial planning needs of the clientele. This powerful financial planning software powers your organization with creative, planning-driven solutions for the management of your client’s finances and finance-related decisions. This comprehensive financial planning platform assists you in planning across the client lifecycle, meaningfully engaging your clients, efficiently managing your practices, streamlining your technology, and growing your business. It is intended to scale to meet your firm's growing demands and is developed to function as per the way you work. It requires an end-to-end consultative way to deal with execution, administration, preparing, and continuous client commitment. Users additionally get the tools for compliance reporting, data import-export, performance metrics, client management, and benchmarking with this software. Their packages are built on their planning-centric platform to fit with the sort of planning that advisors deliver and deepen client interaction. All of its packages and services come with a free trial; however, eMoney follows a quotation-based pricing strategy for its products or services.

Planacy is a web-based and integrated solution for financial and operational planning, built to handle a complex reality, adapted to the customer's business needs, and which can easily be further developed when conditions change. Planacy reduces time-consuming, manual, and repetitive work and provides support for a faster, simpler, safer, more collaborative, and thus also more fun and value-creating budget, forecast, and planning process. Planacy can handle everything from HR- and staff budgeting to sales budgeting, project budgeting, and much more.

Ventury Analytics software is a centralized platform with different access rights. The software offers Cap Table Management, Financing Round Modelling, and Waterfall Modeling to measure economical effects. Share the access with your advisors, investors or employees. Manage documents to optimize employee's performance. Entrepreneurs, Small, Medium and Large companies make use of the software.

PivotXL is a financial planning and analysis (FPA) tool for small businesses that helps them manage budgeting, forecasting, and reporting procedures. The platform includes a workflow manager that allows users to create jobs and tie them to custom checklists to automate task completion and approval. Administrators can use PivotXL's automated follow-ups, document upload, and commenting features to streamline task management and data gathering. Data aggregation, role-based permissions, centralised databases, what-if scenarios, pivot tables, data import/export, notifications, and more are among the capabilities available. A custom cube construction tool is also included in the system, allowing businesses to create multi-dimensional databases for collecting data from internal and external stakeholders. Managers may load data into templates in PivotXL's reporting module, which allows users to build reports with built-in visual charts, graphs, and analytics. In addition, the solution works with Microsoft Excel and a variety of third-party systems, including accounting and ERP platforms.

It is a fully functional cloud budgeting tool made to accommodate the special requirements of planning and analysis in the public sector. Budgeting & Planning is the most collaborative solution available in the market for automating the budget process, estimating staff costs, producing managerial reports, and increasing stakeholder trust. Online budget book publishing is a great way to interact with your community. You may also use engaging websites, polls, and online discussion boards. It has a vast list of features such as - Increase trust by making essential teams' access to data for internal analysis anytime, anyplace. Share dashboards and reports with your community and stakeholders as well. Conduct virtual inspections, digitise paper-based workflows, and raise customer satisfaction. One of its most beneficial features is strategic budgeting & planning - Work together across departments by exchanging budget proposals and monitoring progress toward strategic goals. Aligning capital planning with strategic priorities, predicting long-term capital expenditures, managing proposals, and monitoring performance. With the most thorough personnel planning available in the sector, you can improve compensation estimates and raise visibility into cost factors.

Abacum is a collaborative workflow and financial planning platform specially designed for mid-market companies to scale their business through collaboration, automation, and insights observation. Organizations can connect their data sources with the solution to get access to real-time information on financial and operational data in a unified format. Besides, users can leverage the software to update their business plans in an automated way without waiting for the monthly closing. They can also opt for spreadsheets export and import option, containing business-relevant data. Advanced tools such as waterfall & cohort graphs along with performance & pivot tables, etc., helps users execute complicated financial analyses in a seamless manner. Enterprises can tag users to share regular insights via email. Moreover, admins can set automatic reminders within Abacum to receive accurate information in real-time instead of running behind people. The software offers real-time assistance in creating effective workflows facilitating budget controls, it can also be used to add goals, deadlines, milestones and collaborators.

Small business and entrepreneur financial management software provider. By integrating with banks, accounting tools, and CRMs, the company's simple and understandable financial management tool provides analysis of key business financials such as cash flows and profitability statements, as well as automating financial management routines, allowing clients to set up company financial and management accounting smoothly and optimise analytical summary reports in just a few clicks. It's a cashflow management solution for SMBs in developing countries that lets owners see their company's financial health without having to be a financial expert . We already collaborate with over 1600 companies from all around the world. More than 2000 banks and other services are integrated (new ones are constantly being added). P&L, CashFlow, Accounts Receivable, and Accounts Payable reports are all automated. Multicurrency and cryptocurrency options are available. Automated profitability reports for projects and various business lines. Dashboards for money. Payment calendar that predicts cash shortages. Varying employees have different levels of access. Financial professionals form a professional assistance team.

Finvisage holds expertise in cloud treasury and finance solutions, delivering decision-making capabilities for cash and risk management. Translate actuals and forecasts into functional currency and automate Cumulative Transaction Adjustments (CTA). Unify operational goals with financial performance on the capital plan by enabling smooth communication across departments, mitigating conflict of interest. Apply one-time revenue recognition rules and credit term rules to streamline the sales ledger. Use intuitive dashboards to visualize key matrices such as contribution per unit, operating expense ratios across business units, etc.

Nothing in your business works in isolation, so it’s important that the software from different parts of your business works together. This is what IFTTT (which stands If This Then That) can deliver for your business. Sometimes apps and programs can seem to be incompatible, and it’s difficult to share data between them, which can make collaboration and connecting all the different areas of your business a serious challenge. IFTTT is a free tool that aims to help build those connections so that your apps and devices will share data in a seamless way. One of the main parts of IFTTT is its applets. This is a chain of simple conditional statements, which are triggered by things that change in other popular web services. This can include programs such as Gmail, Instagram, and Facebook. It also provides services, which are the apps and devices that people use every single day.

Qashboard is the financial management platform today's professionals need to efficiently monitor their finances. With Qashboard, users can link all their financial accounts in one secure dashboard that provides a comprehensive overview of income, spending, investments, debt, and net worth. The intelligent platform utilizes powerful AI to analyze transaction data and identify spending trends over any timeframe. Users gain precise insights that allow for smarter budgeting, planning, and optimization of cash flow. The easy-to-use interface prioritizes key analytics while still giving access to granular details on demand. Users can set custom budgets, project future scenarios, and receive personalized tips that support their financial goals. Qashboard also enables seamless automation for tasks like bill pay and transfers. Whether planning for retirement, managing business finances, or simply gaining control of their money, professionals can have confidence in Qashboard as a versatile tool for taking charge of their financial world. With industry-leading data security and 24/7 support, Qashboard has the features and reliability today's professionals need.

Online Checkwriter is a cloud-based software which prints checks online for any bank, on any blank check paper using any printer. It helps in cutting costs by allowing a business to use blank check paper vs. stocking pre-printed checks. Online checkwriter also detects fraudulent checks and supports multi banks and multi checks. It can accept payments by phone, email, and fax and can facilitate sending of checks via postal service. They are experts in expense log, printing multi-bank deposit slips and making cheque drafts. The infrastructure is secure after rigorous security checks and is upgraded to integrate with Quickbooks online and with most of the mainstream banks. Essentially, online checkwriter is a simple and secure on-demand platform for check printing software, keeping your finances secure and in order. It integrates seamlessly with any bank, thereby effectively blocking any unauthorized or forged checks from hitting into your account. They also offer services for routinely reconciling your cleared and uncleared checks, printing deposit slips online for any bank, connecting to QuickBooks, and also printing QuickBooks checks on Blank Check Paper.

Drag links to Gmail and turns it into a collaborative workspace providing a single inbox to manage projects, sales, marketing and customers. Users can, for example, manage shared emails like "sales@" and "support@" from inside Gmail. The team can easily use such accounts as they use their own. The software also has features such as internal team chat, due dates, tasks, calendar integrations and a drag board which is in a Kanban Layout for production scheduling. Users can switch between the default list view and a Kanban view with no loss in functionality. They can also sort emails under different columns for better visual organisation. There are a lot of colour-coding options for different time-zones, urgency levels and other factors. The software can also sync with the user's Google Calendar for smoother data flow, and users can view at a glance what their team members are working on and assign tasks accordingly.

Supermetrics is a performance management tool that offers solutions to bring all marketing metrics in one place. Relevant data sets can be pulled from several sources using integrations with Google Analytics, Google Ads, Facebook, Bing, Twitter, Linkedin, and other marketing platforms. Supermetrics for Google Sheets allows users to report, monitor effortlessly, and analyze in Google Sheets and provides all the metrics and dimensions users may need. Users can even automate manual data transfer and save time with automated reporting. Supermetrics for Google Data Studio lets users build world-class marketing reports and dashboards in Google Data Studio. Users can connect to PPC, SEO, social, analytics, and other marketing platforms and compare Google Ads, Facebook, Instagram, Twitter, Linkedin, and Bing campaigns in the same charts. Marketing reports can be created quickly using built-in templates. The software integrates with AdRoll, Stripe, Yandex, Metrica, MailChimp, Quora Ads, Optimizely, Searchmetrics, Criteo, Instagram, Pinterest, Reddit, Tumblr, Vimeo, VKontakte, and many more.

Ecanvasser is an outreaching, organizing and analytics application for political campaigns that functions as an efficient way to win more votes. Users can leverage it to receive intuitive insights about their electorates through a connected digital infrastructure. It helps organizations to connect their regional offices under a single campaigning infrastructure and streamline their voter contact and relationship management efforts. With smarter insights, users can realize better consultancy results with immediate and higher impact on the campaigns of their clients. It empowers users to reach out to their target audience on their doorstep and in the community right through the mobile canvassing app. Other outreach features include survey builder, casework manager, and email blasts. The Analytics Feature sifts through the campaign stats to view even the activities of individual team members. Advanced features such as map view and database filters further help to visualize data sets.

OneSaaS is made up for two different solutions for two different audiences. OneSaas Hub is designed for use by web developers. There is also OneSaas Apps, which allows you to connect your business apps together so they can share data back and forth, seamlessly, and automatically between your key business systems. These systems include ecommerce, CRM, email marketing, accounting, billing and invoicing, and fulfilment. OneSaas Hub allows web developers build what the company calls a Spoke. This is the between your own app and the OneSaas Hub. This then enables you to connect to everything else on the OneSaas Hub immediately. This data automation platform can help you improve the user experience you provide to customers on your website. You can also use OneSaas to do things like delivering your integrations as a feature of your app, using iFrame, SSO, auto-provisioning and your global stylesheet.

ScreenScape offers simple plug-and-play solutions to turn televisions and other display devices into dynamic digital signs. To begin with, the provided hardware is connected to a display device. Content tools are provided to allow users to create content and publish it on-screen for awareness and engagement. The connected screens can be monitored using the internet by all the team members and stakeholders, using ScreenScape's website. The content on the screen can be updated and managed with ease. There's a lot of information accessible to the user regarding their screens. They can view statuses like CPU usage, memory, and storage. Viewing of hardware details is possible, and users can also set up a playlist of content that they want to showcase. ScreenScape accounts can be connected with leading platforms such as Dropbox, Google Drive, Instagram, Facebook, and other data sources for the user's screens. There's also a comprehensive media library, themes and control sharing options available.

Voicea is a voice collaboration platform provided by EVA, a language assistant of the company. EVA keeps notes, identifies important moments in the conversation, and then activates them in each cooperation system used. EVA accepts voice commands, and summaries of meeting all it requires is to tell EVA what to do and see how it works. Voicea is the leader in the development of a language assistant exclusively dedicated to working and designed to meet the requirements to increased productivity. It combines meeting events with the rest for a collaborative workflow, expresses notes and actions, and - mail, salesforce and uses basic voice commands to perform certain actions. EVA platform is suitable for any meeting: teleconferences, direct calls and face-to-face meetings. You can see a live speech and all minutes from previous sessions at any time from your desktop or mobile application; individuals can use the platform, medium-sized businesses and small businesses.

myPOS is an integrated payment solution that provides a number of ways to take payments from customers. myPOS’s mini card readers allow you to take card payments via a mobile terminal that you can take anywhere. The myPOS Online service allows your business to take card payments through websites and mobile apps, as well as by email or phone. You can accept payments online through a customized link that you can email to customers, and use the myPOS virtual terminal to process phone, fax and post orders from your myPOS account through any computer with an internet connection. You can also add a myPOS payment button to your website that affects single transaction, fixed amount payments.