Easy Rollup

Easy Rollup

Cyntexa Labs
+
+

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About

Slice and dice your data across user-defined dimensions and retrieve relevant insights on actual cash flows and your cash forecasts. Visualize and centralize key information on your own dashboard. Monitor your balances and flows in different currencies using your FX rate sets. Roll-up to consolidate local input and evaluate your cash flows at a global level. Drill-down to investigate and analyze areas of interest, up to transaction-level detail. Process millions of transactions to get a consolidated forecast, while drilling down to transaction-level detail, and accurately pinpoint the inaccuracy in your cash flow forecast. Understand improvement areas by comparing actuals versus forecast in our elaborate variance analysis environment. Make this variance analysis part of your forecasting process to find inaccuracies and apply improvements to the overall forecasting process.

About

Easy Rollup is the smart choice because it's: ✔Easier to Use ✔More Powerful ✔Free of Cost ✔Provides no limit on the number of Rollups Easy Rollup is 100% native which means it runs seamlessly within Salesforce with user-friendly UI. It is easy to install and doesn’t require any additional setup to get started. Easy Rollup helps businesses to create a custom Rollup Summary in Salesforce with clicks and no code. It allows to leverage the following functionalities within Salesforce: 1. Supports roll-up on lookup objects as well. 2. Export the records(either selected or all) in a single click. 3. Create a filter and add more than one criteria in a single filter. 4. View the number of Rollups on objects in graphical format. 5. Edit any existing Rollup detail and filters. 6. User-friendly UI. Rolling up data inside Salesforce was never so easy.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Forecasting solution for companies

Audience

Teams that use Salesforce

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

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:

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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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Cashforce
Belgium
cashforce.com

Company Information

Cyntexa Labs
Founded: 2018
United States
cyntexa.com

Alternatives

Alternatives

RollUp Magic

RollUp Magic

Ksolves India Limited
zkSync

zkSync

Matter Labs
Cash Flow Frog

Cash Flow Frog

FinBoard
Cash Flow Mapper

Cash Flow Mapper

CashFlowMapper

Categories

Categories

Data Extraction Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Not Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Not Supported

Integrations

Salesforce Not Supported

Integrations

Salesforce Supported
Claim Cashforce and update features and information
Claim Cashforce and update features and information
Claim Easy Rollup and update features and information
Claim Easy Rollup and update features and information