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features
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support

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Description

To accurately forecast your company's liquidity, combine receivables and payables with hr, subscription revenues, and your budget assumptions. Connect your financial tools, combine them with your budget assumptions and you will get a comprehensive view of the future cash flow and liquid balance for your company. TRESIO dashboards are easy to understand and provide all the information needed to identify potential threats and opportunities and take action. Export your data as an Excel spreadsheet or graphs and work with them according to your needs.

Description

Our innovative tools for financial planning and analysis cater to individuals who prefer simplicity while navigating complexity. We empower your teams to not only grasp the metrics but also to disseminate and leverage that knowledge for improved outcomes. With Unit4 Financial Planning & Analysis, your organization can swiftly and easily identify what truly matters and utilize that understanding to transform plans and concepts into actionable steps. Our cloud-based FP&A software offers efficient methods for your team to effectively harness financial data through enhanced performance management, comprehensive planning, budgeting, forecasting, financial consolidation, as well as advanced reporting, visualization, and analytics. By adopting a flexible and integrated methodology, we address all aspects of your organization's financial planning requirements, whether it's managing cash flow, overseeing operational budgets, or predicting sales, expenditures, and revenues. This holistic approach ensures that your organization remains agile and responsive in a rapidly changing financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Abacus Payroll Yes 
Deel Yes 
Diamond Forms, Flows & Docs No 
ModelTree No 
Nappkin No 
Nmbrs No 
Nordigen Yes 
OroCommerce No 
Plaid Yes 
RoomRaccoon No 
Stripe Yes 
bexio Yes 

Integrations

Abacus Payroll No 
Deel No 
Diamond Forms, Flows & Docs Yes 
ModelTree Yes 
Nappkin Yes 
Nmbrs Yes 
Nordigen No 
OroCommerce Yes 
Plaid No 
RoomRaccoon Yes 
Stripe No 
bexio No 

Pricing Details

25 CHF
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
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 Yes 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

TRESIO

Founded

2020

Country

Switzerland

Website

Tresio.ch

Vendor Details

Company Name

Unit4

Founded

1980

Country

Canada

Website

www.unit4.com/products/financial-management-software

Product Features

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management No 
Revenue Recognition Yes 
Risk Management Yes 
Tax Management No 

Product Features

Accounting

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

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

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