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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A financial management platform tailored for professional service firms, design studios, IT outsourcing companies, consulting agencies, and various B2B services. Managing a multitude of applications and spreadsheets manually can be quite overwhelming and frustrating. Consolidating information related to projects, resources, tasks, time, and expenses consumes a significant amount of your valuable time and energy. It can be challenging to assess the profitability of your projects after navigating through numerous stages, revisions, and delays. With real-time monitoring of project profitability that takes all expenses into account, you can gain clearer insights. Additionally, automated keyword sorting simplifies the organization of your business transactions. This platform empowers service-oriented companies to optimize their financial management by leveraging the advantages of open banking and an API-first framework, ultimately enhancing their operational efficiency. By streamlining these processes, you can focus more on delivering value to your clients rather than getting bogged down by administrative tasks.

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

Binary Stream Subscription Billing Suite No 
ClickUp Yes 
Cloudfy No 
Dynamicweb No 
Havenstar No 
Jet Reports No 
Journyx No 
Lightyear No 
Microsoft Access No 
Microsoft Authenticator No 
Microsoft Cognitive Toolkit No 
Microsoft Power Platform No 
OnLearned No 
OneGovERP No 
Payt No 
Railz No 
Refold No 
Safyr No 
The Asset Guardian EAM (TAG) No 
appRules Portal No 

Integrations

Binary Stream Subscription Billing Suite Yes 
ClickUp No 
Cloudfy Yes 
Dynamicweb Yes 
Havenstar Yes 
Jet Reports Yes 
Journyx Yes 
Lightyear Yes 
Microsoft Access Yes 
Microsoft Authenticator Yes 
Microsoft Cognitive Toolkit Yes 
Microsoft Power Platform Yes 
OnLearned Yes 
OneGovERP Yes 
Payt Yes 
Railz Yes 
Refold Yes 
Safyr Yes 
The Asset Guardian EAM (TAG) Yes 
appRules Portal Yes 

Pricing Details

€49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$180 per user 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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fintellect

Founded

2022

Country

Estonia

Website

www.fintellect.pro

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

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

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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