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About

Our intelligent financial planning & analysis tools are designed for people who like simple but deal with the complex. We help your teams not only understand the numbers but also share and act on that insight to achieve better results. Unit4 Financial Planning & Analysis makes it faster and easier for your people to understand what really matters and apply that knowledge to turn your organization’s plans and ideas into action. Our cloud FP&A software solution gives your people better, faster ways to put the numbers to work — through smarter performance management; planning, budgeting & forecasting; financial consolidation; reporting, visualization & analytics. Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.

About

What added value does bexio offer? We asked our customers to find out. 40'000 customers can't be wrong. Below are the results of our survey. bexio customers save an average of almost CHF 6'000 every year! Business software that takes you straight to the pole position. Companies that use bexio accelerate their order processing by 39%. Thanks to the interfaces to various banks, bexio customers save 2,4 hours of typing time every week. 2 out of 3 bexio customers have been more successful since they started working with bexio. Create offers, orders, invoices (QR invoices) and credit notes conveniently from the boilerplate text. Your own design on all PDF documents. Print payment slips and do bank reconciliation fast (ESR, orange payment slip). Create documents in multiple languages. Dispatch offers and invoices as online documents through email, directly from bexio. Scan your documents on the road and upload it directly with the bexioGo mobile app.

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

Financial services firms seeking a solution to manage their budgets and finances

Audience

Companies and professionals seeking a solution to run their business efficiently

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

No information available.
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

Unit4
Founded: 1980
Canada
www.unit4.com/products/financial-management-software

Company Information

bexio
Founded: 2013
Switzerland
www.bexio.com/en-CH/

Alternatives

Alternatives

NetSuite

NetSuite

Oracle
Winbiz

Winbiz

FIDUCIAL WINBIZ SA
Prophix

Prophix

Prophix Software

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

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

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

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Axis LMS
Clockodo
Diamond Forms, Flows & Docs
Eturnity Solar Expert
Inventoro
ModelTree
Nappkin
Nekton.ai
Nmbrs
OroCommerce
PSOhub
Pipedream
Quickwork
RoomRaccoon
Stackreaction
TRESIO
Wufoo
Zapier
upSWOT

Integrations

Axis LMS
Clockodo
Diamond Forms, Flows & Docs
Eturnity Solar Expert
Inventoro
ModelTree
Nappkin
Nekton.ai
Nmbrs
OroCommerce
PSOhub
Pipedream
Quickwork
RoomRaccoon
Stackreaction
TRESIO
Wufoo
Zapier
upSWOT
Claim Unit4 Financial Planning & Analysis and update features and information
Claim Unit4 Financial Planning & Analysis and update features and information
Claim bexio and update features and information
Claim bexio and update features and information