Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Finrely is a cloud-based platform designed for financial reporting and financial planning and analysis, catering to founders, finance professionals, fractional CFOs, and accounting firms. It establishes a read-only connection to various services such as QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, enabling the generation of financial statements like profit and loss, balance sheets, cash flow reports, dashboards, and board presentations. Users have the capability to delve into source accounts and analytical dimensions, evaluate data quality metrics, create budgets, and develop forecasts based on various drivers while comparing actual performance against plans and analyzing the accuracy of previous forecasts. The Pro and Advisor subscription tiers offer advanced features like managing multiple entities, performing consolidations and eliminations, handling multi-currency translations, creating different scenarios, and exporting co-branded reports. Additionally, the platform incorporates AI functionalities that provide summaries of changes, highlight potential risks and opportunities, and respond to inquiries using integrated financial data. Reports generated can easily be exported in multiple formats, including PDF, XLSX, and CSV, ensuring versatility in how users can utilize their financial insights. This seamless integration and comprehensive reporting make Finrely an invaluable tool for financial professionals looking to streamline their processes.
Description
Instilling Quality is a distinctive quality assurance tool designed to objectively evaluate and score the accuracy and comprehensiveness of follow-up actions on accounts, tailored by user. This tool is part of the Resolution Queue™, a proprietary and customizable workflow software from PwC for managing healthcare accounts receivable (A/R), but it is also available for separate licensing and can function independently based on user requirements. The Instilling Quality software randomly assesses the work done by collection specialists and assigns a numerical score reflecting the thoroughness and completeness of each account. Users can specify the exact criteria necessary for scoring accounts accurately. The quality review process is informed by a user score's rolling average over 90 days. As a result, team members with higher scores face a reduced number of accounts for review, whereas those with lower scores will have more accounts queued to ensure continuous improvement in the review process. This approach not only incentivizes quality work but also systematically enhances the overall efficacy of account management.
API Access
Has API
No
API Access
Has API
No
Integrations
Odoo
Yes
QuickBooks Online
Yes
Stripe
Yes
Xero
Yes
Zoho Books
Yes
Integrations
Odoo
No
QuickBooks Online
No
Stripe
No
Xero
No
Zoho Books
No
Pricing Details
$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Trial
Yes
Free Version
Yes
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Finrely
Country
United Arab Emirates
Website
finrely.com
Vendor Details
Company Name
PwC
Founded
1998
Country
United Kingdom
Website
www.pwc.com/us/en/products/instilling-quality.html
Product Features
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