CashWhizCashWhiz Australia
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NaviPlanAdvicent
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About
CashWhiz is a Windows‑based budgeting software developed in Australia that empowers organizations with robust financial planning and analysis tools. It features “What If” scenarios to model cash flow, asset and capital asset planning, balance sheet and income statement generation, forecasting, cash management, consolidation and roll‑up across multiple entities, general ledger integration, profit‑and‑loss reporting, project budgeting, run‑rate tracking, and version control functionalities. Designed to support multi‑company, multi‑department, and multi‑project environments, CashWhiz streamlines budgeting processes and enhances financial visibility for mid‑size businesses, enterprises, nonprofits, and government organizations.
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About
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Finance managers and CFOs in mid‑size enterprises seeking to centralize scenario planning, consolidation, and reporting within a Windows‑based budgeting application
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Audience
Financial firms, tax firms, accounting firms seeking a solution to manage their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$2195.00/year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCashWhiz Australia
www.cashwhiz.com.au
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Company InformationAdvicent
Founded: 2011
United States
www.advicentsolutions.com
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Alternatives |
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Categories |
Categories |
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Budgeting Features
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
SmartOffice
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