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features
design
support

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Description

Discover Financial Services collaborated with Infor Services to successfully implement CloudSuite Corporate within the planned timeline and budget. The company is now utilizing the Accounts Payable, General Ledger, and Cash Management modules to enhance its financial operations. Designed with enterprise-level organizations in mind, CloudSuite Corporate addresses all aspects of financial management, supply chain oversight, human resources, and performance analytics. Its features are tailored for specific roles, driven by data, influenced by consumer habits, and accessible on mobile devices, allowing businesses to evolve alongside their operational needs. Recognizing the complexity of managing multiple integrations and partnerships, Discover Financial Services decided to transition to a cloud-based enterprise resource planning (ERP) solution to optimize its workflows. This strategic move not only aimed to streamline their processes but also sought to lower maintenance expenses and increase overall operational efficiency, setting the stage for future growth. As a result, the company is better positioned to adapt to changing market demands while maintaining a competitive edge.

Description

Adopting a comprehensive strategy for overseeing the entire capital expenditures lifecycle enables organizations to effectively outline, strategize, and supervise all operations in real-time using an advanced platform. Inpensa connects the achievement of benefits directly to business cases and overarching strategies, promoting a complete lifecycle methodology that is particularly suited for managing transformative projects aimed at delivering measurable outcomes. With our integrated capital planning solution, the cumbersome reliance on manual spreadsheets is eliminated, streamlining the entire process from start to finish while ensuring that the latest planning information seamlessly aligns with the general ledger and other relevant systems. The system facilitates the funding request process through intelligent data capture, assisting users in developing, analyzing, and securing approval for business cases. In addition to tracking budget accuracy and the timeliness of deliveries, our solution effectively assesses whether the anticipated benefits that guide investment decisions have been realized, thereby enhancing decision-making. By consolidating the planning, analysis, and approval of CapEx investments into a single platform, organizations can achieve improved efficiency and oversight. This holistic approach ultimately empowers teams to make informed decisions that drive value and support strategic objectives.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Nextbitt Yes 
Pimberly Yes 
onPhase Yes 

Integrations

Nextbitt No 
Pimberly No 
onPhase No 

Pricing Details

No price information available.
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Infor

Founded

2002

Country

United States

Website

www.infor.com/products/cloudsuite-corporate

Vendor Details

Company Name

Inpensa

Founded

2011

Country

United States

Website

inpensa.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 

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 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management No 
Collaboration No 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management Yes 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management Yes 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard Yes 
Issue Management No 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking No 
Task Management Yes 
Time & Expense Tracking Yes 

Spend Management

Approval Workflow Yes 
Budgeting / Forecasting Yes 
Expense Tracking Yes 
Multi-Currency Yes 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis Yes 
Spend Control Yes 
Supplier Management No 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs No 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

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