FinPro

FinPro

Excel-based data consolidation for rich financial reporting

5/5 (10 avis)

FinPro - Présentation

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.

Prix

À partir de
1 000,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

FinPro - Avis

Note globale
5/5
100% d'avis positifs
10
Excellent
0
Très bien
0
Moyen
0
Médiocre
0
Horrible
Lauren G.
Traduire avec Google Translate

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.

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
Lisa B.
Traduire avec Google Translate

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

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
Justine R.
Traduire avec Google Translate

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.

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.
Traduire avec Google Translate

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

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
Stephanie M.
Traduire avec Google Translate

Great Financial Reporting Software & Great Customer Support

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 26/08/2016
Provenance de l'avis : Capterra

We've had very positive experiences with FinPro over the last two and a half years. We transitioned from FRx in 2014 and the implementation time was quick and the process was very smooth. Matt and his team are very knowledgeable and responsive.

Avantages

Awesome customer support and the FinPro team is very responsive to our questions. Ease of use is another advantage and when we needed to add another reporting package to our existing package it couldn't have been easier to do.

Inconvénients

None at this time.

Réponse de FinPro Solutions

Thanks Stephanie!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

FinPro - Prix

À partir de
1 000,00 $US/mois
Types de licence
version d'essai gratuite
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

  • Création de tableaux de bord
  • Rapports personnalisables
  • Visualisation de données

  • API
  • Analyse en temps réel
  • Analyse visuelle
  • Business Intelligence
  • Données en temps réel
  • Filtrage des données
  • Graphiques
  • Importation et exportation de données
  • Interface glisser-déposer
  • Intégration de tiers
  • Monitoring
  • Outils de collaboration
  • Présentation graphique des données
  • Rapports ad hoc
  • Rapports en temps réel
  • Rapports et statistiques
  • Tableau de bord d'activités

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

    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

    version d'essai gratuite: 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 :

    Base de connaissances, Support en ligne, Support téléphonique