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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 β€œfor the period,” 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 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

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$35 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$29 per month
Free Version Not Supported
Free Trial Not 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:

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

Training

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

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

Categories

Accounting Supported

Categories

Accounting Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Supported
General Ledger Not Supported
Government Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Supported

Integrations

QuickBooks Online Supported
Google Sheets Not Supported
Xero Supported

Integrations

QuickBooks Online Supported
Google Sheets Supported
Xero Not Supported
Claim DataDear and update features and information
Claim DataDear and update features and information
Claim FinOptimal and update features and information
Claim FinOptimal and update features and information