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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Excelpoint is a global company that specializes in no-code business process automation. Our success and reputation have been built by working with our customers to identify business-critical issues and address them using our no-code software. We configure and deploy scalable solutions to automate business processes and workflows. Our no-code software is a key component of our customers' success in creating streamlined operations that improve business results, reduce cost, drive business improvement and enhance customer and employee experience. We design and implement solutions that meet your specific requirements. These solutions replace manual, paper-based and spreadsheet-based processes with highly efficient and automated solutions that are integrated into your technology landscape.

Description

Enhance your financial transparency and profitability by evaluating your business's overall health, strengthening financial controls, and making informed decisions that promote agility and growth through detailed, real-time financial reporting, integrated analytics, and AI-powered insights. Seamlessly incorporate financial data into essential business operations and streamline monotonous tasks to enhance productivity, accommodate changing business models, and elevate financial performance. Additionally, reduce expenses and fine-tune spending across various regions by leveraging process automation, budget management, and comprehensive financial planning and analysis. Stay nimble in the face of shifting financial and regulatory landscapes with an intuitive, rules-based chart of accounts and a no-code configuration tool that simplifies tasks like regulatory reporting, electronic invoicing, and international payments. Businesses are successfully optimizing their financial processes with Dynamics 365 Finance, making it a vital tool for modern financial management. Embracing these strategies can lead to significant improvements in overall operational efficiency and financial success.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AgriERP No 
Alumio No 
BI Book No 
Binary Stream Subscription Billing Suite No 
EasyAP365 No 
ISPnext No 
Inventoro No 
Journyx No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Railz No 
Safyr No 
Salesforce Data 360 No 
SensePass No 
The Asset Guardian EAM (TAG) No 
UnForm No 
appRules Portal No 
dox42 No 
onPhase No 

Integrations

AgriERP Yes 
Alumio Yes 
BI Book Yes 
Binary Stream Subscription Billing Suite Yes 
EasyAP365 Yes 
ISPnext Yes 
Inventoro Yes 
Journyx Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Railz Yes 
Safyr Yes 
Salesforce Data 360 Yes 
SensePass Yes 
The Asset Guardian EAM (TAG) Yes 
UnForm Yes 
appRules Portal Yes 
dox42 Yes 
onPhase Yes 

Pricing Details

£50/monthly for 1 users
4 to 10 - £1,000 per concurrent licence
11 to 20 - £950 per concurrent licence
21 to 40 - £900 per concurrent licence
41 to 70 - £800 per concurrent licence
71 to 100 - £700 per concurrent licence
101 to 200 - £600 per concurrent licence
201 to 350 - £500 per concurrent licence
351+ - £450 per concurrent licence
Free Trial No 
Free Version No 

Pricing Details

$180 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Excelpoint

Founded

2004

Country

United Kingdom

Website

www.excelpoint.co.uk

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/finance/overview/

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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