Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Excel-to-Word Document Automation Add-in streamlines the process of transferring Excel content into Word and PowerPoint files, allowing for the effortless integration of various types of content such as text, lists, tables, images, and charts. Users can easily establish connections to this "dynamic" content for updating purposes. This enables the modification of both new and existing Word or PowerPoint documents with data sourced from any Excel workbook, regardless of whether it is newly created or already in use. It is particularly useful for generating recurring reports and personalized documents that require frequent updates. Moreover, users can utilize their workbooks and documents as templates, as any Word or PowerPoint file linked to the workbook through the core add-in can serve as a template. The add-in simplifies the processes of linking, testing, uploading, and managing document templates alongside related Excel-based resources, ensuring efficient document management and content updates across various platforms. This automation tool significantly enhances productivity by reducing manual effort and error in document creation and updates.
Description
FastClose is a comprehensive software solution for financial and operational reporting as well as corporate performance management, specifically designed for organizations utilizing compatible ERP systems. This tool seamlessly integrates with ERP data, enabling finance teams and various business users to create, publish, and manage live reports, allowing them to drill down from summary figures into transaction details while analyzing balances and operational activities. The software offers a range of features, including customizable report designs and templates, browser-based report access, an Excel add-in, planning and budgeting capabilities, multi-company reporting and consolidation, along with scheduled data feeds for Power BI. Additionally, teams can generate management reports, including P&L statements, balance sheets, budgets, forecasts, and analyses that encompass both financial and operational ERP modules. FastClose is offered either as a hosted SaaS solution or for on-premises deployment managed by customers, and it includes desktop applications for report designers along with Excel integration for enhanced usability. This flexibility allows organizations to choose the deployment method that best suits their needs while ensuring robust reporting capabilities.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Acumatica Cloud ERP
No
Epicor Kinetic
No
Microsoft Dynamics 365 Business Central
No
Microsoft Power BI
No
Microsoft PowerPoint
Yes
Microsoft Word
Yes
Nextworld
No
SAP Business ByDesign
No
SAP Business One
No
Integrations
Microsoft Excel
Yes
Acumatica Cloud ERP
Yes
Epicor Kinetic
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Power BI
Yes
Microsoft PowerPoint
No
Microsoft Word
No
Nextworld
Yes
SAP Business ByDesign
Yes
SAP Business One
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$150/user/month
$150 per user per month.
Free Trial
Yes
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
Yes
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AnalysisPlace
Founded
2010
Country
United States
Website
Analysisplace.com
Vendor Details
Company Name
FastClose Ltd
Founded
2014
Country
United Kingdom
Website
fastclose.uk
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
Yes
Product Configurator
No
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
No
Product Features
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No
Alternatives
Alternatives
No Alternatives