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Description

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Description

Are you tired of remapping financial data? Reach allows financial professionals to sync financial data directly from the source, creating beautiful reports for clients. You can choose from pre-built reports, dashboards, and metrics, or create your own. Access your financial reports and dashboards on any device. You can create universal reports and dashboards that will work for all your clients. They will also be automatically updated. You can save time and frustration by not having to remap data for financial reports. The data can be viewed live from 35,000 feet, or through a microscope. It's never been easier to share specific data. Reach Reporting was built on a spreadsheet platform and is designed to make the lives of CPAs easier.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Box Yes 
Cisco Duo Yes 
Docusign Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 Yes 
Okta Yes 
Pipedrive Yes 
QuickBooks Online Advanced No 
SAP CRM Yes 
Salesforce Yes 
Xero Yes 

Integrations

QuickBooks Online Yes 
Box No 
Cisco Duo No 
Docusign No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 No 
Okta No 
Pipedrive No 
QuickBooks Online Advanced Yes 
SAP CRM No 
Salesforce No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$149 per month
Free 14-day trial
Free Trial Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Brainbase

Founded

2016

Country

United States

Website

brainbase.com/assist

Vendor Details

Company Name

Reach Reporting

Founded

2015

Country

United States

Website

www.reachreporting.com

Product Features

Collaboration

Brainstorming No 
Calendar Management No 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Customer Data Platforms (CDP)

Behavioral Analytics No 
Campaign Management Yes 
Customer Profiles Yes 
Customer Segmentation Yes 
Data Integration Yes 
Data Matching No 
GDPR Compliance Yes 
Personalization Yes 
Predictive Modeling No 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards No 
Themes Yes 
Visual Analytics Yes 
Widgets No 

Data Analysis

Data Discovery No 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Visualization

Analytics Yes 
Content Management Yes 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion No 
Forms Management No 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Embedded Analytics

Ad hoc Query No 
Application Development No 
Benchmarking Yes 
Dashboard Yes 
Interactive Reports Yes 
Mobile Reporting No 
Multi-User Collaboration Yes 
Self Service Analytics Yes 
Streaming Analytics No 
Visual Workflow Management Yes 

File Sharing

Audit Trail No 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Idea Management

Activity Dashboard Yes 
Brainstorming No 
Collaboration Yes 
Creator Tracking Yes 
Idea Ranking No 
Project Tracking Yes 
Status Tracking Yes 

Intellectual Property Management

Deadline Management Yes 
Docket Management Yes 
Document Management Yes 
IP Portfolio Management Yes 
Information Disclosure Management No 
Patent Tracking No 
Renewal Management Yes 
Spend Management Yes 
Trademark Tracking Yes 

Productivity

Collaboration Yes 
Database Creation No 
Document Creation Yes 
File Sharing Yes 
Notes Management Yes 
Office Suite No 
Presentation Tools No 
Project Management Yes 
Task Management Yes 
Team Chat Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Business Intelligence

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

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards No 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Data Visualization

Analytics Yes 
Content Management Yes 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display Yes 
Simulation Models No 
Visual Discovery Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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