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Description
Strategize and evaluate your revenue and finance for a consistent impact by connecting the dots, formulating the equation, and reaching your objectives. Exopen equips CFOs and controllers with all the essential tools to enhance financial reporting, refine budgeting and forecasting procedures, and deliver clear, insightful analyses tailored for stakeholders. Through Exopen, you can leverage modern, data-centric capabilities that simplify your budgeting and forecasting workflow, integrating seamlessly with Power BI for comprehensive analysis. This allows you to gain a complete overview and increased accuracy in your budget, ultimately saving valuable time. You consistently access quality-assured data from your ERP, facilitating quicker insights that lead to more informed strategic business decisions. Tailor your experience by selecting modules that match your unique requirements, enabling a customized approach to budgeting and forecasting. Our planning tool supports a variety of methodologies, including account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, ensuring you have the flexibility to adapt to changing business needs. By utilizing these features, you can significantly enhance your financial decision-making process and drive your organization towards greater success.
Description
Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Accelo
Yes
ActiveCampaign
Yes
Capsule
Yes
Charles Schwab
No
Coevera
Yes
Copper
Yes
Google Analytics
Yes
HubSpot CRM
Yes
Keap
Yes
Integrations
Salesforce
Yes
Accelo
No
ActiveCampaign
No
Capsule
No
Charles Schwab
Yes
Coevera
No
Copper
No
Google Analytics
No
HubSpot CRM
No
Keap
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1981 per year
2 packages available: Essential and Elite
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
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Exopen
Country
Sweden
Website
exopen.io
Vendor Details
Company Name
Moneytree Software
Founded
1981
Country
United States
Website
www.moneytree.com
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
No
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
Yes
Multi-Department / Project
No
Profit / Loss Statement
Yes
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No
