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Average Ratings 0 Ratings

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features
design
support

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Description

Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.

Description

Businesses and consumers are reshaping their expectations regarding interactions with financial institutions, placing less emphasis on geographic presence and focusing instead on the institution's capability to engage with them effectively. Fiserv provides businesses with cutting-edge solutions designed to control costs, enhance and secure revenue, and manage the risks involved in payment processing while also fostering strong customer relationships. The current landscape has compelled financial institutions to reconsider the role of digital channels and real-time payment systems in meeting consumer demands for seamless experiences. With Fiserv’s offerings, whether customers are making payments in person, online, or via mobile devices, organizations can fully leverage the advantages of electronic payment processing. This adaptability not only meets the evolving needs of consumers but also positions businesses for sustained growth in a rapidly changing market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Beam AI No 
Canary Digital Tipping No 
ChargeSentry No 
Club Caddie No 
Dadepay No 
DataCandy No 
Google Pay Yes 
Hop No 
Juspay No 
Loadbalancer.org No 
Longview Tax No 
MANTL No 
Motileo No 
PremierCashier No 
Quavo No 
Refold No 
TrueChecks No 
eGifter Merchants No 
ebankIT No 
opus1.io No 

Integrations

Beam AI Yes 
Canary Digital Tipping Yes 
ChargeSentry Yes 
Club Caddie Yes 
Dadepay Yes 
DataCandy Yes 
Google Pay No 
Hop Yes 
Juspay Yes 
Loadbalancer.org Yes 
Longview Tax Yes 
MANTL Yes 
Motileo Yes 
PremierCashier Yes 
Quavo Yes 
Refold Yes 
TrueChecks Yes 
eGifter Merchants Yes 
ebankIT Yes 
opus1.io Yes 

Pricing Details

$250 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 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 Yes 

Types of Training

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

Vendor Details

Company Name

Finalytic

Country

United States

Website

finalytic.com

Vendor Details

Company Name

Fiserv

Founded

1984

Country

United States

Website

www.fiserv.com/en.html

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Payment Gateways

ACH / eCheck support No 
Buyer Authentication No 
Credit / Debit Support No 
Customer Information Storage No 
Fraud Prevention No 
Invoicing No 
Multi-Currency No 
PCI Compliance No 
Point-of-Sale (POS) No 
Recurring Billing / Subscriptions No 
Reporting / Analytics No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

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