BluePlanner

BluePlanner

UpClear
+
+

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About

BluePlanner, complete revenue management software for Consumer Goods Sales, Demand Planning, Finance, and Accounting professionals. Trade Promotion Management supports annual planning, execution, and analysis of accounts, with a full suite of financial and managerial approvals for each activity. CG Manufacturers use these detailed plans to control trade spending and assess the performance of their business. Trade Promotion Optimization augments TPM with additional intelligence, simulations and advanced reporting capabilities to support the promotion effectiveness mission of CG manufacturers. Integrated Business Planning provides capabilities to support annual operating plan definition, target settings, and sales and operation forecasts. More broadly, it facilitates the ongoing collaboration across sales, supply chain, finance and channel partners to optimize volumes and financial forecast and deliver against overall business objectives.

About

For companies with high-volume transactions. Built on seamless integration between banks and ERPs. Proven to increase cash flow, eliminate manual processes, reduce DSO, and improve cash visibility. Automate complex financial processes and transform your finance department. One central hub to log all notes, see lockbox images, eliminate deductions and add attachments with real-time information. Intelligent software forecasts payments based on historical performance highlights overdue accounts and automatically creates user-defined dunning letters. Expect higher collections efficiency and expect your companies DSO to plummet. Deductions are claimed by large and small companies with customer-specific codes and reasons. Adapt deduction management to any bank file or remittance format and route deductions for speedy review and approvals. Create reason and deduction codes directly from remittance data, regardless of ERP.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fast Moving Consumer Goods Sales, Finance, Accounting, Demand Planning

Audience

Financial institutions looking for automated cash application, bank reconciliation, collections, deductions and accounts payable software.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Different packages and pricing. Contact us for more details.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UpClear
Founded: 2007
United States
upclear.com

Company Information

Cashbook
Founded: 1992
Ireland
www.cashbook.com

Alternatives

Alternatives

LEAFIO

LEAFIO

LEAFIO AI Retail Solutions

Categories

Categories

CPG Features

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

Demand Planning Features

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Revenue Management Features

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

Trade Promotion Management Features

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management

Accounting Features

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

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting Features

"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

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Integrations

Boomi

Integrations

Boomi
Claim BluePlanner and update features and information
Claim BluePlanner and update features and information
Claim Cashbook and update features and information
Claim Cashbook and update features and information