Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Achieve a unified overview of your cash flow by utilizing a single platform that seamlessly integrates with all your banks and accounts without manual effort. This solution ensures every stakeholder has access to the same comprehensive financial picture. Enhance your working capital management through a consolidated display of cash alongside credit lines, loans, and additional financial assets. Effortlessly create bank statements and account reports, minimizing both errors and the time spent on manual processes. Instantly check opening, projected, and intra-day balances, along with real-time updates, eliminating the need to log into various banking websites. Tailor your dashboards and screens to fit your specific preferences for optimal usability. Monitor your anticipated revenues, accounts payable and receivable, and payroll with ease, while also comparing forecasts against budgets. The platform automatically syncs your financial data, allowing you to utilize various tools and views for effective liquidity management and informed decision-making. You can filter, drill down, and export your data as needed, and view your cash positions in both original and reporting currencies. Furthermore, this comprehensive approach aids in identifying trends that can help optimize financial strategies over time.

Description

Eliminate uncertainty in your data by utilizing integrated reports along with user-friendly dashboards that are a breeze to create. Merge data from various applications to form a comprehensive and powerful overview of your organization. Motivate significant changes directly from your personalized reports, which can be effortlessly updated. Easy Insight empowers you to enhance your business strategies through evidence-based data. Link your cloud applications to achieve unparalleled clarity regarding inventory management, conversion rates, and project timelines. Acquire practical insights and transform your data into visually appealing, straightforward dashboards from SaaS platforms like Basecamp, DEAR Systems, Katana, Xero, and several others. By combining data across different departments, you can attain a well-rounded perspective of your business, covering everything from sales pipelines and project developments to financial metrics and inventory levels. Effortlessly design custom dashboards featuring tables, charts, maps, and more, to effectively address critical business intelligence inquiries and foster informed decision-making. This streamlined approach not only simplifies data management but also empowers teams to act swiftly based on insights gleaned from comprehensive analytics.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana No 
Basecamp No 
ClickUp No 
Constant Contact No 
Freshdesk No 
Insightly No 
Keap No 
Mailchimp No 
Quickbase No 
Redbooth No 
Salesforce No 
Smartsheet No 
Solve CRM No 
SurveyMonkey Enterprise No 
Teamwork CRM No 
Teamwork.com No 
Trello No 
Zendesk No 
Zoom Webinars No 

Integrations

Asana Yes 
Basecamp Yes 
ClickUp Yes 
Constant Contact Yes 
Freshdesk Yes 
Insightly Yes 
Keap Yes 
Mailchimp Yes 
Quickbase Yes 
Redbooth Yes 
Salesforce Yes 
Smartsheet Yes 
Solve CRM Yes 
SurveyMonkey Enterprise Yes 
Teamwork CRM Yes 
Teamwork.com Yes 
Trello Yes 
Zendesk Yes 
Zoom Webinars Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 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 No 
Mac No 
Linux No 
Chromebook No 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Bottomline

Country

United States

Website

www.bottomline.com/us/global-cash-management-hub-businesses

Vendor Details

Company Name

Easy Insight

Country

United States

Website

www.easy-insight.com

Product Features

Treasury

Cash Management No 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management No 
Payment Management No 
Risk Management No 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Alternatives

Alternatives

Bridge24 Reviews

Bridge24

Websystems