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Description

Cycle Count Scheduler by Insight Works revolutionizes inventory management for Dynamics 365 Business Central users. The app auto-generates schedules based on item velocity, location, type, and counting frequency. Alongside Advanced Inventory Count, it simplifies counts, enhances reporting, and aids in meeting compliance. With customization and automatic distribution of counts, it adjusts to counting progress and user availability, optimizing operations for single or multiple locations. Benefits: * Increased Accuracy: Enhances inventory precision by scheduling regular cycle counts based on various critical factors. * Improved Efficiency: Optimizes inventory management by automating cycle counts, freeing up resources for other tasks. * Better Stock Control: Manages stock levels more effectively by identifying fast-moving items and adjusting counts accordingly. * Business Insights: Offers valuable insights into inventory trends through real-time analytics, informing strategic decisions. * Reduced Overstocks and Stockouts: Minimizes costly overstocks and disruptive stockouts through tailored cycle count frequencies. * Time and Cost Savings: Streamlines the cycle counting process, saving time.

Description

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Alfresco Digital Business Platform No 
Assecco SEE Fidelity No 
Automation Anywhere No 
Bloomberg Tax & Accounting Fixed Assets No 
Emburse Expense Professional No 
Encompass No 
LSEG Due Diligence Centre No 
Laserfiche No 
Microsoft Dynamics 365 Business Central Yes 
OpenText Documentum No 
Oracle Business Intelligence (OBIEE) No 
Salesforce No 
Swift Digital Suite No 
Trello No 
Twelve Data No 
UiPath No 
Wrike No 
Zapier No 
airSlate SignNow No 

Integrations

Adobe Acrobat Sign Yes 
Alfresco Digital Business Platform Yes 
Assecco SEE Fidelity Yes 
Automation Anywhere Yes 
Bloomberg Tax & Accounting Fixed Assets Yes 
Emburse Expense Professional Yes 
Encompass Yes 
LSEG Due Diligence Centre Yes 
Laserfiche Yes 
Microsoft Dynamics 365 Business Central No 
OpenText Documentum Yes 
Oracle Business Intelligence (OBIEE) Yes 
Salesforce Yes 
Swift Digital Suite Yes 
Trello Yes 
Twelve Data Yes 
UiPath Yes 
Wrike Yes 
Zapier Yes 
airSlate SignNow Yes 

Pricing Details

Ask for pricing
Free Trial Yes 
Free Version No 

Pricing Details

$500
FundCount's primary markets are Single- and Multi-Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private equity firms. The annual subscription starts at $500 USD and includes customer support, ongoing maintenance releases and upgrades.
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 No 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Insight Works

Founded

2008

Country

Canada

Website

www.dmsiworks.com

Vendor Details

Company Name

FundCount Americas

Founded

2001

Country

United States

Website

fundcount.com

Product Features

Inventory Control

Allocation No 
Barcoding No 
Cost Tracking No 
Forecasting No 
Item Management No 
Order Management No 
Procurement Management No 
Reorder Management No 
SKU / UPC Codes No 
Serial Number Tracking No 
Supplier Management No 

Product Features

Fund Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking Yes 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Compliance Management Yes 
Donor Management No 
General Ledger Yes 
Partnership Accounting Yes 
Purchasing & Receiving Yes 

Hedge Fund

Compliance Management Yes 
Contact Management Yes 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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