FinPro

Excel-based data consolidation for rich financial reporting

5 /5 (10 avis) Donnez votre avis !

FinPro - Présentation

Description du logiciel FinPro

FinPro is a modular software platform comprising a suite of components delivering flexible, self-service reporting. Designed to consolidate business information from diverse sources, FinPro supports the consumption of data wholly within a familiar Microsoft Excel-based environment. Channeling from ERP, GL, CRM or SQL databases, users can access rich financial reporting options in real-time and 100% within the Excel workspace. Purchased within scalable monthly subscription plans with unlimited user licenses, FinPro software modules include Reporting, Planning, Analysis and Visualizer. Each adds customizable Excel reporting with dynamic updating, planning template creation, transaction-level data analysis and the ability to build dashboards or charts.

Collective FinPro features also include customizable user access rights to ensure information is protected and secure. Flexible data structure and layout ensure changes can be made on the fly, requiring no technical expertise or programming knowledge courtesy of intuitive shortcut key operation. Rapid implementation promises quick, painless deployment with premium support provisions included in every package.

FinPro - Présentation

Prix

À partir de
1 000,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Range of package options starting from:

FinPro Reporting: $1,000 per month
Fin Pro Planning: $1,500 per month
Full Suite: $2,000 per month

Request for further pricing details.


FinPro - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada
Langues
anglais

Media

24838
24840
24841
584226
FinPro video Capture d'écran pour FinPro : The ability to define reporting ranges and dimensions Capture d'écran pour FinPro : Tree Viewer for filtering the display of data via intuitive dropdown controls Capture d'écran pour FinPro : Administrator options enable the management of registered users and setting of access rights Capture d'écran pour FinPro : Update all manner of financial business reports within the familiar Excel environment

FinPro - Avis

FinPro - Avis

Note globale
5
/
5
Excellent
10

Très bien
0

Moyen
0

Médiocre
0

Mauvais
0

Rapport qualité-prix
5
Fonctionnalités
4,9
Simplicité d'utilisation
4,9
Support client
5
100% des utilisateurs recommandent cette application
Vishal S.


Traduire avec Google Translate
Lisa B.

Great financial reporting that saves valuable time!

I use FinPro to automate financial reporting for daily output to business managers, board members/board decks. I also use it for balance sheet reconciliations and client level metrics reporting. Reports went from hours of work in Excel to simple push buttom updates allowing more time for analysis.


Traduire avec Google Translate
Lauren G.

User-friendly reporting tool

I used the reporting module to complete balance sheets, provide audit reports, complete revenue reviews against budget, etc. I was able to write various reports that could easily be tailored to meet any request. It was really nice having it all within excel - I didn't feel like I had to learn a whole new system and all of their tools when I was on-boarded.


Traduire avec Google Translate
Justine R.

A+ Service Every Time!

My experience with FinPro has been top notch. The customer service cannot be matched by any other software company I have used before. The system is user friendly and allows for many views of my company's financials. The ease of integrating into multiple platforms has been extremely helpful for us.


Traduire avec Google Translate
Steve D.

FinPro saves the day!

Exceptional financial reporting tool, to be used in conjunction with Microsoft Excel. Ability to slice and dice between multi-currencies, legal entities and hierarchies. A strong forecasting and budgeting capabilities when you set up the individual templates with your own business drivers and assumptions, FinPro enables rolling 13 and/or continuous forecasting, since it automatically add actuals to a current or existing forecast. Very helpful for world-wide users, one can login from anywhere at any time through a VPN. Security functionality is unmatched.


Traduire avec Google Translate
Vishal S.
Secteur d'activité: Logiciels
Taille de l'entreprise: 2-10 employés

Note sans commentaire

Publié le 24/10/2016
Provenance de l'avis : GetApp

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Lisa B.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 201-500 employés
Traduire en français

Great financial reporting that saves valuable time!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 23/08/2016
Provenance de l'avis : Capterra

I use FinPro to automate financial reporting for daily output to business managers, board members/board decks. I also use it for balance sheet reconciliations and client level metrics reporting. Reports went from hours of work in Excel to simple push buttom updates allowing more time for analysis.

Avantages

Ease of use, flexibility and reliability

Traduire en français

Réponse de FinPro Solutions

Thank you Lisa, much appreciate your positive comments on Capterra.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Lauren G.
Secteur d'activité: Télécommunications
Taille de l'entreprise: 201-500 employés
Traduire en français

User-friendly reporting tool

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 29/08/2016
Provenance de l'avis : Capterra

I used the reporting module to complete balance sheets, provide audit reports, complete revenue reviews against budget, etc. I was able to write various reports that could easily be tailored to meet any request. It was really nice having it all within excel - I didn't feel like I had to learn a whole new system and all of their tools when I was on-boarded.

Avantages

No more waiting for reports to run and details to be exported - it all happens with a click of a button. It definitely made the day-to-day tasks easier, and therefore, I felt more productive and efficient.

Inconvénients

I had a short (10 months) and limited experience (only used the reporting module), but I really enjoyed using the program and can't think of a con off the top of my head.

Traduire en français

Réponse de FinPro Solutions

Thank you Lauren.

- FinPro Management Team

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Justine R.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 201-500 employés
Traduire en français

A+ Service Every Time!

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 29/08/2016
Provenance de l'avis : Capterra

My experience with FinPro has been top notch. The customer service cannot be matched by any other software company I have used before. The system is user friendly and allows for many views of my company's financials. The ease of integrating into multiple platforms has been extremely helpful for us.

Avantages

The software is user friendly. Once you create a template it can be used continually rather than recreating each time. It also allows for quick and easy alterations in a template to fit new needs of the business. If a user mistake occurs we can easily correct the problem ourselves or with the timely help of FinPro employees.

Inconvénients

None.

Traduire en français

Réponse de FinPro Solutions

Thank you for the review Justine!

- FinPro management team

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Steve D.
Secteur d'activité: Logiciels
Taille de l'entreprise: 1 001-5 000 employés
Traduire en français

FinPro saves the day!

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 18/01/2017
Provenance de l'avis : Capterra

Exceptional financial reporting tool, to be used in conjunction with Microsoft Excel. Ability to slice and dice between multi-currencies, legal entities and hierarchies. A strong forecasting and budgeting capabilities when you set up the individual templates with your own business drivers and assumptions, FinPro enables rolling 13 and/or continuous forecasting, since it automatically add actuals to a current or existing forecast. Very helpful for world-wide users, one can login from anywhere at any time through a VPN. Security functionality is unmatched.

Avantages

Excel based and ease of use. Administration can be pushed out to the users.

Inconvénients

None

Traduire en français

Réponse de FinPro Solutions

Thanks you Steve!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
10/10
Basé sur 10 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

FinPro - Prix

FinPro - Prix

À partir de
1 000,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix

Range of package options starting from:

FinPro Reporting: $1,000 per month
Fin Pro Planning: $1,500 per month
Full Suite: $2,000 per month

Request for further pricing details.

Range of package options starting from:

FinPro Reporting: $1,000 per month
Fin Pro Planning: $1,500 per month
Full Suite: $2,000 per month

Request for further pricing details.

Rapport qualité-prix
5/5
Basé sur 10 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

FinPro - Fonctionnalités

FinPro - Fonctionnalités

API
Analyse des tendances
Analyse en temps réel
Analyse prédictive
Analyse visuelle
Business Intelligence
Création de tableaux de bord
Données en temps réel
Filtrage des données
Graphiques
Importation et exportation de données
Intégration de tiers
Monitoring
Outils de collaboration
Rapports ad hoc
Rapports et statistiques
Rapports personnalisables
Sources de données multiples
Tableau de bord d'activités
Visualisation de données
Fonctionnalités
4,9/5
Basé sur 10 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Plus d'informations sur FinPro

Plus d'informations sur FinPro

FinPro - Principales fonctionnalités

  • Advanced visualizations with Power BI and PowerPivot support
  • Balance Sheet support
  • Build financial reports and drilldown for fast data analysis
  • Capital Asset Planning
  • Cash Management support
  • Consolidation of multiple General Ledgers
  • Convert financial data across multiple currencies
  • Create Dashboard-based visualizations and charts
  • Customizable, detail driven planning templates
  • Easily consolidate multiple general ledgers
  • Easily customize reports in Microsoft Excel to exact specs
  • Generate "What If" scenarios for financial forecasts
  • Income statements supported
  • Limit access to individual users or groups of users
  • Multi-Department / Project
  • Profit / Loss Statement support
  • Project Budgeting support
  • Recieve notifications of uploads and template approvals
  • Run Rate Tracking
  • Templated approach for completing repetitive forecasts
  • Unlimited numbers of versions of iterations and scenarios
  • Unlimited user licenses and multi-company support
  • Update reporting packages with real time financial data

Avantages

  • Consolidate financial business data from a full range of sources to produce rich reports within the already familiar Excel environment.

  • Modular software offers flexibility and scalability, delivering Reporting, Planning, Analysis and Visualizer products across subscription packages.

  • FinPro promises rapid implementation with no specialist programming knowledge required and premium support options included.

  • Customize financial reports to meet specific requirements, design detailed planning templates, drilldown data analysis and create dashboard visualizations.

  • Mix and match information from ERP, GL, CRM and SQL databases while securing access with customizable access rights for every user.
  • FinPro - FAQ

    FinPro - FAQ

    Voici quelques-unes des questions fréquentes sur FinPro.

    Q. Quels sont les types de licence disponibles pour FinPro ?

    Types de licences disponibles pour FinPro :

    À partir de: 1 000,00 $US/mois

    Type de licence: Abonnement

    Essai gratuit: Non disponible

    Range of package options starting from: FinPro Reporting: $1,000 per month Fin Pro Planning: $1,500 per month Full Suite: $2,000 per month Request for further pricing details.

    Q. Quelles sont les principales fonctionnalités du logiciel FinPro ?

    Fonctionnalités du logiciel FinPro :

    • Advanced visualizations with Power BI and PowerPivot support
    • Balance Sheet support
    • Build financial reports and drilldown for fast data analysis
    • Capital Asset Planning
    • Cash Management support
    • Consolidation of multiple General Ledgers
    • Convert financial data across multiple currencies
    • Create Dashboard-based visualizations and charts
    • Customizable, detail driven planning templates
    • Easily consolidate multiple general ledgers
    • Easily customize reports in Microsoft Excel to exact specs
    • Generate "What If" scenarios for financial forecasts
    • Income statements supported
    • Limit access to individual users or groups of users
    • Multi-Department / Project
    • Profit / Loss Statement support
    • Project Budgeting support
    • Recieve notifications of uploads and template approvals
    • Run Rate Tracking
    • Templated approach for completing repetitive forecasts
    • Unlimited numbers of versions of iterations and scenarios
    • Unlimited user licenses and multi-company support
    • Update reporting packages with real time financial data

    Q. Qui utilise FinPro ?

    Utilisateurs habituels du logiciel FinPro :

    Grandes entreprises, Entreprises de taille moyenne

    Q. Dans quelles langues FinPro est-il disponible ?

    Langues dans lesquelles FinPro est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour FinPro ?

    Types de licences disponibles pour FinPro:

    Abonnement

    Q. FinPro prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par FinPro.

    Q. Avec quelles applications FinPro peut-il s'intégrer ?

    Applications s'intégrant à FinPro :

    Microsoft Excel, NetSuite, QuickBooks, Sage Intacct

    Q. Quelles sont les ressources d'aide disponibles pour FinPro ?

    Ressources d'aide disponibles pour FinPro :

    Support téléphonique, Support en ligne, Base de connaissances