Finatical Software Discount - Up to 50% off

Finatical Software enables QBO users to connect QuickBooks Online to Excel and pull live financial data for reporting.

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What is Finatical Software?


Finatical Software’s Flash Reports is a financial reporting add-in for Microsoft Excel that connects live to QuickBooks Online data. It enables users to build customizable reports in Excel that refresh QuickBooks Online transactional data in real time. Key features include importing data into familiar Excel reports, adding custom columns and calculations, performing consolidations across multiple companies, and drilling down into details for sorting, filtering, and reconciliation.

Based on the provided information, here are six key features of Finatical Software:

  1. Real-time QuickBooks Online integration: Connects Excel to live QuickBooks data.
  2. Customizable Excel report creation: Build tailored financial reports in Excel.
  3. Multi-entity data consolidation: Combine data from multiple companies.
  4. Advanced budgeting and forecasting: Update forecasts with actual data.
  5. Interactive dashboards and graphs: Create dynamic visual financial analyses.
  6. Detailed data drill-down capabilities: Sort, filter, and reconcile transactions.

Eligibility


Number of Seats/Users: Finatical Software offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Finatical Software that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Finatical Software. Finatical Software reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Finatical Software offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Finatical Software. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Finatical Software often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Finatical Software - Up to 50% off

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Reviews


Hello! As a Spendbase discount specialist, I’m here to share some insights from our clients about Finatical Software’s Flash Reports. Our internal data shows that this tool has been a game-changer for many, especially in streamlining financial reporting processes.

Time-Saving Capabilities

Many clients have reported significant time savings. For instance, one client mentioned that Flash Reports saved them 3-4 hours each month in building custom reports for their board, allowing for comparisons across multiple years and budgets in a single Excel report. Another client highlighted that month-end reporting packages now take minutes to complete, if not seconds, thanks to the software’s user-friendly interface.

Enhanced Reporting and Customization

The ability to create custom reports and dashboards within Excel has been a standout feature. Clients appreciate the flexibility to build reports tailored to their specific needs, such as comparing performance across different product lines or departments. One client noted that Flash Reports has allowed them to create consolidated reports for multiple companies under one parent company, which they can update monthly with ease.

Seamless Integration with QuickBooks Online

The integration with QuickBooks Online is another highlight. Clients have found it easy to refresh their reports with live data, eliminating the need for manual exports and reformatting. This real-time data refresh ensures that all report formatting remains intact, taking the stress out of month-end reporting.

User-Friendly Interface

Even those who aren’t Excel experts have found Flash Reports intuitive and easy to use. The software utilizes basic Excel features, making it accessible to a wide range of users. One client mentioned that they don’t have to be an Excel guru to use Flash Reports, as it makes use of basic Excel features which makes it intuitive and easy to use.

Exceptional Customer Support

Clients have also praised the customer support provided by Finatical Software. One client mentioned that if they encountered a problem or needed assistance, the customer service was excellent. Another client highlighted that the vendor is amazing to work with and definitely recommends the software.

In summary, our clients have found that Finatical Software’s Flash Reports offers significant time savings, enhanced reporting capabilities, seamless integration with QuickBooks Online, a user-friendly interface, and exceptional customer support. If you’re looking to streamline your financial reporting processes, this tool might be worth considering.

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FAQ


1. Can I trial Finatical Software for free?

Yes, we offer a 14-day free trial with full functionality, no credit card required.

2. Is customer support included during the trial?

Absolutely, our friendly support team is available to assist you throughout your trial period.

3. Does Finatical Software work on both Mac and Windows?

Yes, our software operates within Microsoft Excel and is compatible with both Mac and Windows.

4. How does Finatical Software integrate with QuickBooks Online?

It connects directly to QuickBooks Online, allowing real-time financial data refresh within Excel.

5. What security measures are in place to protect my data?

We comply with Intuit’s security standards, ensuring direct communication between Intuit’s servers and your desktop.

6. Is there a discount for annual subscriptions?

Yes, annual plans offer a discounted rate compared to monthly plans, as you pay for the full year upfront.

7. Can I cancel my subscription at any time?

Yes, you can cancel anytime; access continues until the end of your current billing cycle.

8. How do I sign up for a trial?

Navigate to 'Plan Options' and select 'Choose Plan / Start a Trial,' then follow the prompts.

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