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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

FinOptimal is an innovative accounting automation solution designed to enhance efficiency by removing manual tasks within QuickBooks Online, allowing for the automation of tasks such as accruals, journal entries, spreadsheet synchronization, and real-time reporting, which ultimately helps finance teams to close their books more quickly and accurately. The flagship offerings consist of Accruer, which automates prepaid expenses, deferred revenue, fixed assets, and payroll accruals simply by specifying the time frame; Booker, which enables seamless synchronization and bulk editing of transactions in Google Sheets that are directly linked to QuickBooks; and Wrangler, which provides dynamic and customizable financial reporting based on QuickBooks data. This software seamlessly integrates with existing accounting workflows without displacing them, ensuring continuous synchronization of verified data, preventing duplicate entries, and offering users access to audit-ready backups along with valuable financial insights whenever needed. By streamlining these processes, FinOptimal not only saves time but also enhances the overall accuracy of financial reporting for businesses.

Description

We are committed to helping business owners and managers who are actively looking to optimize their operations. Our platform includes Key Performance Indicators that are intended to increase awareness and provide actionable insight. We combine the power of Power BI and Booker Software to offer our clients a competitive advantage at a reasonable price. Keeper Insights' setup is simple and straightforward. You don't need to worry about updating or building your Key Performance Indicators. Our service communicates automatically with Booker's API, and provides all relevant reports. You only need to review the trends and make the business decisions that are important. With just a few clicks, interactive KPIs make it easy to visually compare different times periods.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
QuickBooks Online Yes 

Integrations

Google Sheets No 
QuickBooks Online No 

Pricing Details

$29 per month
Free Trial No 
Free Version No 

Pricing Details

$75 per month
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 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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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) No 
In Person Yes 

Vendor Details

Company Name

FinOptimal

Founded

2014

Country

United States

Website

www.finoptimal.com

Vendor Details

Company Name

Keeper Insights

Founded

2018

Country

United States

Website

www.keeperinsights.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Product Features

Business Intelligence

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

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services Yes 

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