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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Achieve significant improvements in operational efficiency, reduce accounts receivable processing time by 50%, and lower resource expenses with our advanced revenue and expense calculation platform. Revport, developed by Broadridge, streamlines your billing and invoicing processes while offering an all-encompassing perspective that allows you to concentrate on expansion. Our cutting-edge Revenue and Expense Management system automates finance workflows governed by rules, along with managing revenue accruals and reversals, leading to fewer mistakes and enhanced productivity. CFOs can easily oversee every aspect of revenue and expense management, from fee billing to accruals and invoice validation to revenue sharing, all in a user-friendly format. Furthermore, effectively manage risk and credit exposures while optimizing cash utilization by pinpointing and prioritizing payment obligations and the timing of outflows. Enhance cash flow and capital utilization through real-time aggregation and visibility into cash activities across all business entities, ensuring proactive financial management. Ultimately, Revport empowers organizations to make informed decisions that foster sustainable growth and efficiency.

Description

FinOptimal is an innovative accounting automation solution designed to enhance efficiency by removing manual tasks within QuickBooks Online, allowing for the automation of tasks such as accruals, journal entries, spreadsheet synchronization, and real-time reporting, which ultimately helps finance teams to close their books more quickly and accurately. The flagship offerings consist of Accruer, which automates prepaid expenses, deferred revenue, fixed assets, and payroll accruals simply by specifying the time frame; Booker, which enables seamless synchronization and bulk editing of transactions in Google Sheets that are directly linked to QuickBooks; and Wrangler, which provides dynamic and customizable financial reporting based on QuickBooks data. This software seamlessly integrates with existing accounting workflows without displacing them, ensuring continuous synchronization of verified data, preventing duplicate entries, and offering users access to audit-ready backups along with valuable financial insights whenever needed. By streamlining these processes, FinOptimal not only saves time but also enhances the overall accuracy of financial reporting for businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
QuickBooks Online

Integrations

Google Sheets
QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Broadridge Financial Solutions

Founded

2007

Country

United States

Website

www.broadridge.com/financial-services/capital-markets/streamline-trade-support-governance-and-compliance-services/cash-management

Vendor Details

Company Name

FinOptimal

Founded

2014

Country

United States

Website

www.finoptimal.com

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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