Financial Planning (FP&A)

82 produits

Budgeting Treasury Management Systems Business Planning Platforms Forecasting Scenario Planning Workforce Planning Cash Flow Planning

Fathom Portfolio

Fathom

·Financial Reporting+2

Commentary Writer

Fathom

·Financial Reporting+2

Fathom

·Financial Reporting+2

Scenarios and Simulations

Regicap

·Cap Table Management+2

BSA Air Management

Regicap

·Cap Table Management+1

Fundbox Term Loan

Fundbox

·Business Credit & Lending+1

Fundbox Line of Credit

Fundbox

·Business Credit & Lending+1

XenCapital

Xendit

·Business Credit & Lending+2

Global Treasury

Xendit

·Treasury Management Systems+2

Emergency Savings

Vestwell

·Cash Flow Planning+2

PowerSchool Financial Strategy (Allovue)

PowerSchool

·Budgeting+2

Job Costing

Entrata

·Expense Management Platforms+2

Budgeting

Entrata

·Budgeting+2

Finance Helper

Brigit

·Budgeting+2

Credit Builder

Brigit

·Business Credit & Lending+1

Instant Cash

Brigit

·Business Credit & Lending+1

NeoXam GP

NeoXam

·Accounting Platforms+2

NeoXam PMS

NeoXam

·Financial Reporting+2

Solo 401(k)

Betterment

·Robo-Advisors+2

IRAs

Betterment

·Robo-Advisors+2

High-Yield Cash

Betterment

·Online Business Accounts+2

OpenText™ SWIFT Service Bureau

OpenText

·Financial Reporting+2

Causal

·Financial Reporting+2

Kraken Institutional

Kraken

·Treasury Management Systems+2

Financial Manager

Tempo

·Budgeting+2

PicPay Investments

PicPay

·Business Credit & Lending+2

Insights

Mercury

·Financial Reporting+2

Treasury by Mercury Advisory

Mercury

·Treasury Management Systems+2

Venture Debt

Mercury

·Business Credit & Lending+2

Working Capital Loans

Mercury

·Business Credit & Lending+2

Balance

Plaid

·Financial Reporting+1

Income

Plaid

·Business Credit & Lending+2

Mindbody Capital

Mindbody

·Business Credit & Lending+1

DeftHedge Solution

Diapason

·Financial Reporting+2

myDiapason

Diapason

·Treasury Management Systems+2

Lendio

·Business Credit & Lending+2

MyU Pilotage Financier

MyUnisoft

·Forecasting+2

CFO Solution Platform

Lucanet

·Financial Reporting+2

YuVerse

Yubi

·Business Credit & Lending+2

Luno Price Prediction

Luno

·Forecasting

MarginMan

SS&C Technologies

·Financial Reporting+2

Financial Wellness Center

SS&C Technologies

·Financial Reporting+2

DBC Municipal Finance Solutions

SS&C Technologies

·Financial Reporting+2

Black Diamond Wealth Platform

SS&C Technologies

·Financial Reporting+2

Front Office Solutions

Broadridge

·Financial Reporting+2

MoneyLion

Gen

·Online Business Accounts+2

FICO® TRIAD® Customer Manager

FICO

·Financial Reporting+2

Priority Based Budgeting

Tyler Technologies

·Budgeting+2

smartBudget

ika technology

·Budgeting+2

Eldorado Platform

Eldorado

·Business Credit & Lending+3

Kwote Credit Management & Debt Collection Software

kwote

·Accounts Receivable+2

Treasury Management

DFNS

·Treasury Platforms+1

Reporting & Data

Airporting

·Financial Reporting+2

Part-Time CFO/CFO

Airporting

·Financial Reporting+2

Rocket Money

·Budgeting+2

iPaidThat

·Invoice Creation+2

Treasury

Tipalti

·Cash Flow Planning+2

Treasury & FX

Checkout

·Cash Flow Planning+2

Karmen

·Business Credit & Lending+2

Cleo

·Budgeting

Sumeria AI Bank Accounts

Lydia

·Online Business Accounts+1

Syft Analytics

Xero

·Accounting Platforms+2

PayPal Credit

PayPal

·Business Credit & Lending+2

Ramp Banking

Ramp

·Corporate Cards+2

IBM Planning Analytics

IBM

·Business Planning Platforms+2

Risk Management

Kyriba

·Forecasting+2

Treasury

Kyriba

·Cash Flow Planning+2

Liquidity Performance

Kyriba

·Cash Flow Planning+2

Currency Risk Management

iBanFirst

·Forecasting+2

Metis

Payflows

·Cash Flow Planning+2

Budget Management

Yooz

·Budgeting+2

Shopify Capital

Shopify

·Business Credit & Lending+1

QuickBooks Money

Intuit

·Accounting Platforms+3

Mollie Capital

Mollie

·Business Credit & Lending+1

Cash Flow Planning

Agicap

·Cash Flow Planning+2

Accounts Payable Automation (APA)

Agicap

·Cash Flow Planning+2

Bank & ERP Connectivity

Agicap

·Bank Reconciliation+1

Cash Management & Forecasting

Agicap

·Cash Flow Planning+3

Workday Adaptive Planning

Workday

·Business Planning Platforms+2

Workday Financial Management

Workday

·Accounting Platforms+2

Pigment Platform

Pigment

·Business Planning Platforms+3

LinkedIn Talent InsightsCore Product

LinkedIn Talent Solutions

·Hiring Analytics+1

Financial ReportingPrincipalCash Flow PlanningForecasting

Fathom Portfolio is designed for accounting firms to easily oversee, monitor, and engage with their entire client base, offering a cost-effective solution for client management.

Fonctionnalités

Monitor client base with an insights dashboard
Create custom management reports
Perform cash flow forecasting and planning
Generate consolidated financial reports
Integrate with multiple accounting platforms
Import financial data from Excel and Google Sheets
Use custom tags to sort and identify client opportunities
Generate visually engaging summary reports

Voir le profil complet

Financial ReportingPrincipalCash Flow PlanningForecasting

Fathom Portfolio is designed for accounting firms to easily oversee, monitor, and engage with their entire client base, offering a cost-effective solution for client management.

Fonctionnalités

Monitor client base with an insights dashboard
Create custom management reports
Perform cash flow forecasting and planning
Generate consolidated financial reports
Integrate with multiple accounting platforms
Import financial data from Excel and Google Sheets
Use custom tags to sort and identify client opportunities
Generate visually engaging summary reports

Voir le profil complet