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features
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Description

BusinessOptix, a leading suite for business process management and digital transformation, provides total operational visibility into how people, processes and technology interact. This allows clients to create an enterprise digital copy with holistic models that link strategy to key business processes. Our process discovery, modeling, and simulation tools are used by clients around the globe to identify improvement opportunities and navigate changes confidently. BusinessOptix works with a global network of technology providers, Business Process Outsourcers and consulting firms to serve a diverse client base in sectors such as finance, healthcare, and manufacturing. This partnership approach empowers our clients to become highly resilient and competitive in today's complex business environment.

Description

We are a bookkeeping service and legal firm dedicated to delivering actionable financial reports, established by both attorneys and accountants to offer exceptional accounting services tailored for law practices, supplemented by our innovative firmTRAK Visualize app. With a decade of expertise in providing comprehensive accounting solutions and enhanced reporting specifically for legal professionals, our founding partner, who is an active attorney, understands the essential requirements for law firms to thrive. Our knowledgeable team excels in fostering organizational discipline that ensures your online operations run efficiently. Through firmTRAK, we deliver precise and prompt reports compatible with your preferred merchants and technology platforms. As a small business ourselves, we appreciate the commitment needed for success, which drives our mission to empower small enterprises. Our dedication to outstanding customer service and clear communication is fundamental to our approach, helping trades and professional services flourish. Ultimately, we believe that our success is intertwined with the success of our clients, making their growth our top priority.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Clio No 
Gusto No 
PracticePanther Law Practice Software No 
Xero No 

Integrations

Clio Yes 
Gusto Yes 
PracticePanther Law Practice Software Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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) No 
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 No 

Types of Training

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

Vendor Details

Company Name

BusinessOptix

Founded

2006

Country

United States

Website

www.businessoptix.com

Vendor Details

Company Name

firmTRAK

Country

United States

Website

www.firmtrak.com

Product Features

Business Intelligence

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

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Data Analysis

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

Data Visualization

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

Predictive Analytics

AI / Machine Learning No 
Benchmarking Yes 
Data Blending Yes 
Data Mining No 
Demand Forecasting Yes 
For Education Yes 
For Healthcare Yes 
Modeling & Simulation Yes 
Sentiment Analysis No 

Product Features

Business Intelligence

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

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 Yes 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Data Analysis

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

Data Visualization

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

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