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Description
Delivers comprehensive financial analysis through reports like Operating Statements, Balance Sheets, and Trial Balances in various formats, including Current Year, Comparative, Monthly, and Annual Trend, organized by different hierarchies. It provides departmental account holders with targeted financial insights to address inquiries such as “What is my expenditure?” and “What budget remains?”, while enabling users to delve into specific transaction details. Additionally, it presents in-depth financial data by Fund for each grant, encompassing multi-year funding, the actual expenditures, and any commitments associated with the grant. The system is designed to enhance business processes, allowing for streamlined departmental operations and improved information flow, which facilitates quicker decision-making through electronic approval processes. You can count on a dedicated customer support team that genuinely listens to your needs, ensuring you fully capitalize on your investment in FAST. To further ease your workload, Millennium will handle the installation, maintenance, and upgrades of FAST, significantly reducing the maintenance burden on your IT department. This comprehensive approach not only optimizes performance but also fosters a more efficient financial management environment.
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
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Millennium
Country
United States
Website
www.mcsl.com
Vendor Details
Company Name
Synaptic
Founded
2006
Country
India
Website
portfolioiq.ai/
Product Features
Financial Reporting
"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
Product Features
Financial Reporting
"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