Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The essence of our business intelligence software lies in its user-friendly design. Utilizing Microsoft Excel, it features a familiar and intuitive interface that integrates a well-structured digital dashboard alongside unique income statements, balance sheets, and cash-flow reports, creating a thorough management reporting system. This capability empowers managers to evaluate their monthly outcomes against budgets, forecasts, and historical data, enabling them to swiftly identify areas that require corrective measures. The dashboard highlights key performance indicators using a traffic light system—red, amber, and green—to assist managers in visualizing their financial standings. By harnessing Excel's capabilities and building on your existing knowledge of spreadsheets, our business intelligence software offers a highly cost-efficient and straightforward performance management solution. Furthermore, this approach not only enhances decision-making but also fosters a more strategic understanding of financial health across the organization.

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

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$30 one-time payment
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

Markitsoft

Founded

2002

Country

United Kingdom

Website

www.markitsoft.com/control-panel/default.htm

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

Alternatives

DrillPoint Reports Reviews

DrillPoint Reports

Capital Business Solutions

Alternatives

Optimizer Reviews

Optimizer

Synertree CMS
PivotXL Reviews

PivotXL

HealthPlotter
DPMX Reviews

DPMX

Syncopation