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features
design
support

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Write a Review

Description

Enhance your business growth through a unified approach to planning, reporting, and analytics that fosters collaboration. Bizview, now part of insightsoftware, a premier provider in financial reporting and enterprise performance management (EPM), underscores the importance of adaptability in budgeting and reporting. Consider how well your current tools can cater to your specific business requirements. While many budgeting and planning solutions tout their flexibility, they often confine you to rigid structures that do not align with your operational needs. This limitation hinders your ability to optimize performance since the planning frameworks fail to accurately mirror your organization's key drivers. The ideal scenario is one where your processes seamlessly integrate with the tools at your disposal, rather than forcing you to conform to the capabilities of the software. Relying on manual budgeting and forecasting methods can lead to cumbersome data transfers across numerous Excel spreadsheets, complicating collaboration among team members and decision-makers. Such practices can easily result in a loss of control, creating a cycle of inefficiency that is both time-consuming and prone to errors. Furthermore, traditional planning and reporting often place a heavy burden on IT departments to supply the required data, which can slow down the overall process. Hence, a more streamlined and adaptable approach to financial management is essential for fostering effective decision-making and driving business success.

Description

Enhance your financial transparency and profitability by evaluating your business's overall health, strengthening financial controls, and making informed decisions that promote agility and growth through detailed, real-time financial reporting, integrated analytics, and AI-powered insights. Seamlessly incorporate financial data into essential business operations and streamline monotonous tasks to enhance productivity, accommodate changing business models, and elevate financial performance. Additionally, reduce expenses and fine-tune spending across various regions by leveraging process automation, budget management, and comprehensive financial planning and analysis. Stay nimble in the face of shifting financial and regulatory landscapes with an intuitive, rules-based chart of accounts and a no-code configuration tool that simplifies tasks like regulatory reporting, electronic invoicing, and international payments. Businesses are successfully optimizing their financial processes with Dynamics 365 Finance, making it a vital tool for modern financial management. Embracing these strategies can lead to significant improvements in overall operational efficiency and financial success.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
AGR Dynamics No 
AXtension Content Gate No 
Adeaca Project Business Automation No 
Aonflow No 
AvidXchange No 
DynamicsAdvantage for Public Sector No 
EBizCharge No 
Fortnox Yes 
Frontu No 
Infor CloudSuite ERP Yes 
Lumi AI No 
Microsoft 365 No 
Microsoft Cognitive Toolkit No 
Microsoft Defender for Identity No 
OneGovERP No 
Perfion PIM No 
Salesbuzz No 
TrueCommerce No 

Integrations

Microsoft Dynamics 365 Yes 
AGR Dynamics Yes 
AXtension Content Gate Yes 
Adeaca Project Business Automation Yes 
Aonflow Yes 
AvidXchange Yes 
DynamicsAdvantage for Public Sector Yes 
EBizCharge Yes 
Fortnox No 
Frontu Yes 
Infor CloudSuite ERP No 
Lumi AI Yes 
Microsoft 365 Yes 
Microsoft Cognitive Toolkit Yes 
Microsoft Defender for Identity Yes 
OneGovERP Yes 
Perfion PIM Yes 
Salesbuzz Yes 
TrueCommerce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$180 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

insightsoftware

Founded

2018

Country

United States

Website

www.insightsoftware.com

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/finance/overview/

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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