PortfolioIQ Description

PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy.

The result: Teams can spend more time analyzing data than organizing it.

Effective collection, no overhead

PortCos offers automated data requests.
No duplication of work when you use Docs and Forms to get metrics
Dashboard to track requests status and data gaps

Zero manual work

No more copying and pasting from Docs into spreadsheets
100% accurate data extraction, no checks required
Alerts sent automatically when key metrics change

Track everything that Matters

PortCo metrics can be captured.
Track actuals and estimates
Audit trails for tracking metric history and re-statements

Create insights, not spreadsheets

Standardization across metric names, time periods etc.
Create Derived Metrics across your Portfolio
Benchmarking effectively with time-shifts

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Synaptic
Year Founded:
2006
Headquarters:
India
Website:
portfolioiq.ai/
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Online Support

PortfolioIQ Features and Options

Financial Reporting Software

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

PortfolioIQ User Reviews

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