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About

Get used to generate reports and refresh data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs. By acting as an effective platform through which data can be transferred from a spreadsheet to Xero and QuickBooks, with a single click, together with your spreadsheet as a supporting attachment, whether its a journal, an invoice, a bill, a purchase order or a bank transaction. Extend the cloud capabilities to your spreadsheet and keep using your reporting pack. No need to train your staff in other reporting packs - nothing beats Excel! Faster generation of reports applied across all your clients - reduce your costs and engage with new clients moving to the cloud. Invest in a robust reporting pack for your practice or a consolidation model for a group of companies and populate the values with a refresh using DataDear.

About

FinOptimal is an accounting automation solution built to streamline and eliminate manual workflows inside QuickBooks Online by automating accruals, journal entries, spreadsheet syncing, and real-time reporting, letting finance teams close books faster and with fewer errors. Its core suite includes Accruer for fully automated prepaid expenses, deferred revenue, fixed assets, and payroll accrual entries simply by writing โ€œfor the period,โ€ Booker for smart spreadsheet sync and bulk editing of transactions in Google Sheets tied directly to QuickBooks, and Wrangler for live, customizable financial reporting from QuickBooks data. It works alongside existing accounting processes without replacing them, continuously syncing validated data, avoiding duplicate entries, and giving users audit-ready backups and financial insights at any moment.

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

Accountant solution for businesses

Audience

Accounting professionals and finance teams seeking to automate accrual accounting, journal entries, and reporting to save time and reduce manual work

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

$35 per month
Free Version
Free Trial

Pricing

$29 per month
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

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

Review this Software

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

DataDear
Malta
www.datadear.com

Company Information

FinOptimal
Founded: 2014
United States
www.finoptimal.com

Alternatives

Alternatives

Flash Reports

Flash Reports

Finatical Software
SyncTools

SyncTools

SyncTools.io
LoanAssistant

LoanAssistant

Integrated Accounting Solutions

Categories

Categories

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

Integrations

QuickBooks Online
Google Sheets
Xero

Integrations

QuickBooks Online
Google Sheets
Xero
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