[ Anaplan Reviews ](https://www.g2.com/products/anaplan/reviews) [ Anaplan Reviews ](https://www.g2.com/products/anaplan/reviews) # Anaplan Features ##### ## Platform (88) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Dashboards Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties Reward Structuring Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning. Event Management Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments. Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Compensation History Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making. Automated Compliance Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors. Performance Management Integration Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures. Embedded Analytics View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system. Reporting Capabilities Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports. Compensation Data Management Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information. Internationalization Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. Bonus Management Set up bonus schemes and plans in line with corporate and regulatory guidelines and calculate bonus payouts Real-Time Data Receive data and information in real time Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Benefits Management Record employee's benefit plans and selections throughout career progression Commission Management Tracking, calculating, and paying commissions and earnings to employees Incentive Management Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Document Management Store, manage, and track all electronic documents in a centralized location Employee Management Track employee schedules, availability, and performance across projects and tasks Show More ##### ## Workforce Management Platform Features (28) Labor Forecasting Predict the number and types of employees necessary to meet anticipated demand to control labor costs. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Absence & Leave Management Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. Skills Management Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. Succession Planning Identify high performing employees with potential to be promoted with minimal development. Workforce Analytics Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. Mobile Shift Scheduling Managers and employees can create or claim available work shifts and receive notifications on their mobile device. Team Communication Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. Budgeting/Forecasting Create budgets based on historical data and future projections Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Employee Scheduling Assign working shifts or tasks to employees based on their availability Time Off Management Track and manage employee time-off, vacation, and sick leave requests Workflow Management Create, design and manage workflows for repetitive tasks Timesheet Management Track the amount of time spent on a job or task Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Attendance Management Manage attendance for classes, shifts, meetings, or events Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Activity Tracking Track and document all activities across devices, networks, and other systems Sick Leave Tracking Track and manage sick leave time Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Skills Tracking Track employee skills, competencies, training & qualifications Variable Workforce Utilize third party services to cover unforeseen labor needs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (6) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Sales Reports Reports specific to sales analysis for trends and strategies Incentive Management Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Financial Insight (4) Budgeting Uses collected data to assist organizations in understanding what they can afford now, and in years to come. Forecasting Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. Planning Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Data (5) Data Visualization Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. Data Analysis Scours data for actionable insights. Custom Reporting Allows users to customize their own reports according to business needs. Reporting Templates Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. Real-Time Data Receive data and information in real time Show More ##### ## Status Communication (5) Collaboration Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. Version Control Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. Real-Time Data Updates Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. Scorecards Displays and shares company performance data to increase transparency across the board. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Analytics (10) Forecasting - Supply Chain Planning Analyzes aggregated supply chain and shipping data to gain predictive insight Asset Tracking - Supply Chain Planning Monitors and tracks the physical status of goods and materials Data Collection - Supply Chain Planning Aggregates and centralizes data regarding product movement, materials management, and financial information Business Reporting - Supply Chain Planning Generates reports that identify KPIs and other relevant metrics Status Tracking Track the status over time for a request, process, asset, or transaction Real-Time Data Receive data and information in real time Variance Analysis Project out as the year progresses to accommodate trends that affect key business drivers. Forecasts Comparison compare Income Statement, Balance Sheet, and Cash Flow for multiple periods Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Show More ##### ## Warehouse Management (24) Sales and Operations Planning - Supply Chain Planning Provides comprehensive visibility and oversight into supply chain operations Production Planning - Supply Chain Planning Provides inventory scheduling and inventory management functionalities Workforce Management - Supply Chain Planning Provides employee scheduling and employee management functionalities Process Automation - Supply Chain Planning Automates the tracking and recording of activities within the entire supply chain lifecycle Audit Trail A record of all activities within the system, including user access, changes made, etc. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Supplier Management Manage all supplier data and operations Inventory Management Track and manage inventory levels to maintain proper supply Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Workflow Management Create, design and manage workflows for repetitive tasks User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Logistics Management Management of the flow of things between point of origin and point of consumption. Returns Management Track and facilitate returns of products sold Order Management Manage and track customer orders for goods, investments, or any other purchases Warehouse Management Manage and track operations and inventory within warehouses Sourcing Management Negotiate best prices and choose the right vendor for various purchases Import/Export Management Management of inbound and outbound shipments in the context of international trade Document Management Store, manage, and track all electronic documents in a centralized location Shipping Management Manage and track orders being shipped to customers Transportation Management Organize and track the physical movement of goods from one location to another Show More ##### ## Collaborate (2) Optimization Plan and optimize resources effectively. Supply Chain Planning Create supply plans based on things such as predicted demand, capacity, and material availability Show More ##### ## Logistics (3) Warehouse Optimization Plan warehouse activity to execute adjustments to sales and inventory targets Inventory Targets Establish inventory targets based on changes to the sales plan Procurement Planning Ability to figure out what products to buy and when to buy them. Show More ##### ## Budget Creation (7) Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Budget Hierarchies Define budget structure elements and how they are linked hierarchically Versioning Keeps track of all versions of a budget and allows users to compare versions Formulas Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues What-If Test the potential financial impact of business decisions on revenues and expenses Budget Periods Users can customize standard budget periods (3, 9, or 12 months) Real-Time Data Receive data and information in real time Show More ##### ## Budget Management (3) Consolidation Consolidate multiple budgets from different departments or business entities Adjustments Users with administrative access rights can modify budgets Workflows Workflows are used to define the steps required to alter budgets and who needs to approve changes Show More ##### ## Forecasting (6) Historical Data Forecasting is based on past transactions and historical financial or operational data Reforecast Ability to recreate forecasts to include new information that may impact budgets Forecast Types Support multiple types of forecasts such as balance sheet and cash flow forecasts Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Reconciliation (9) Consolidation Data from multiple systems can be centralized into a single repository Management Financial information can be imported from multiple sources such as spreadsheets, text files, or databases Accounting Match invoices, payments, and bank statement information Built-in Accounting Accounting functionality within the system, not requiring integration with third-party tools Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Task Management Create, manage and track all task activities and progression Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Financial Consolidation & Close Management Bring together financial information by collecting data from multiple ledgers and close financial processes Show More ##### ## Reporting (3) Report Types Provide multiple types of reports such as point-in-time snapshot reports, or year over year Standard Offers standard financial reports out of the box Custom Allows users to edit reports and to combine multiple reports Show More ##### ## Closing Process (3) Audit Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. Journal Entries Adjusts journal entries in order to have an accurate balance sheet and income statement Distribution Financial statements and statistical reports (such as KPI) can be assembled into financial packages Show More ##### ## Financial Planning (4) Extended Planning Analysis that creates business plans outside of finance, including sales, marketing, or HR. Reporting Reports on departmental KPI metrics measured against targets. Integration Consolidates planning processes across an organization into a single solution. Self-Service Reporting Allow users to create their own reports and financial statements Show More ##### ## Resource Planning - Workforce Planning (4) Reconciliation Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting Headcount Planning Provides overview of planning and prediction for current and future employee headcount Reporting Outputs reports on headcount and budgeting analytics Expense Planning Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits Show More ##### ## Human Resources - Workforce Planning (4) Integrations & APIs Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS Compensation Bands Provides overview of salaray ranges in relation to job levels Org Chart Offers the ability to rearrange company hierarchy and employee details in a chart format Recruitment Workflows Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders Show More ##### ## Benchmarking and Equity - Compensation Management (3) Benchmarking Data Displays and compares pay equity information, comparing the parity of pay across demographics. Pay Equity Comes with native pay equity module or capabilities. Salary Bands Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization. Show More ##### ## Sales Performance Features - Sales Planning (7) Account Scoring Provides ability to score accounts based on potential revenue to prioritize accordingly. Revenue Planning Provides ability to structure topline revenue goals. Account Segmentation Segment accounts based on ideal customer profile and business objectives. Sales Performance Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. Sales Forecasting Forecast sales data for sales teams, individual reps, territories, or products. Integrations Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. Scenario Modeling Abilty to create and run "what-if" scenario modeling to inform business decisions. Show More ##### ## Territory Management - Sales Planning (2) Territory Management Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. Territory Planning Define territories to ensure optimized market coverage and allocate resources appropriately. Show More ##### ## Quota & Capacity Management - Sales Planning (3) Quota Management Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. Capacity Management Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. Quota Planning Design quota targets based on factors such as account size, rep performance, and pipeline needs. Show More ##### ## Agentic AI - Sales Planning (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - FP&A (Financial Planning & Analysis) (2) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Budgeting and Forecasting (3) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI - Financial Close (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Compliance Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation. Reconciliation Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies. Data Collection Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies. Analysis Generates AI-assisted financial reports and provides thorough analytical insights. Show More ##### ## Additional Functionality (238) Generative AI Use AI to generate content in the form of text, images, videos, etc. Gamification Games or game-like elements to track progress and reward accomplishments Real-Time Updates Receive system updates as soon as any changes are made Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Employee Management Track employee schedules, availability, and performance across projects and tasks Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Benchmarking Compare key metrics for the business against prominent players in the industry Commission Management Tracking, calculating, and paying commissions and earnings to employees For Sales Teams/Organizations Caters to sales teams Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Planning Define sales targets and create strategies to meet goals or marketing results Single Sign On Allow users to access multiple services after entering their login credentials once Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Forecasting Form predictions based on past and present data/trends Quota Planning Plan target quotas that sales representatives are expected to meet within a specific period. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Rewards Points A type of incentive earned through making purchases in select categories. Organizational Charting Diagram that shows the structure of an organization and the relationships between parts AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Branding Add customized logos and colors to align with company branding Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Territory Management Organize customer data and accounts by user or geography Performance Appraisal Evaluation process that provides feedback on an employee's job performance Calendar Management Track and manage schedules and meetings via an integrated calendar Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Sales Onboarding & Training Process of training new hires by providing them with sales tools and knowledge needed to complete the job Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Ratings/Reviews Ratings/Reviews API Application programming interface that allows for integration with other systems/databases Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Assignment Management Assign issues and tasks based on availability or required skills Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Electronic Signature Digitally sign online documents Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Email Management Manage, store and organize emails within the system or via third-party apps Commenting/Notes Leave comments and notes on documents for others to view Data Import/Export Import and export data to and from software applications Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Interaction Tracking Track interaction history by documenting conversations for contacts Product Catalog Present a catalog of inventory that customers can view Live Chat Ability to chat online in real time Sales Pipeline Management Pipeline view and tracking lead status Appointment Scheduling Schedule appointments via a calendar Email Templates Pre-made examples and templates for emails Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Transfers/Routing Transfer queries and organize messages between agents Activity/News Feed Continuous profile-based stream of news and activity Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Mobile Access Access software remotely via mobile devices Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Call Logging Collects essential call data such as call origin, call destination, call length, and other transaction details Predictive Analytics Predict future data based on historical data sets Multi-Language Manage and support multiple languages Generative AI Use AI to generate content in the form of text, images, videos, etc. Currency Management AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Real-Time Analytics Analyze and gain insights into data in real-time Audit Trail A record of all activities within the system, including user access, changes made, etc. Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Investment Management Manage and handle financial assets as well as other investments. Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Data Import/Export Import and export data to and from software applications Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Mobile Access Access software remotely via mobile devices Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities API Application programming interface that allows for integration with other systems/databases Project Time Tracking Measure time to completion or hours worked for projects Projections Estimate or forecast of a future scenario based on the study of present trends Consolidation/Roll-Up Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting General Ledger Centralized accounting record which tracks all financial transactions Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Real-Time Monitoring Active monitoring of systems, applications, or networks Configurable Workflow Configure existing workflows to meet your organization's needs Dashboard Creation Creation and customization of dashboards Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Electronic Payments Electronically collect payments for goods or services Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Workflow Management Create, design and manage workflows for repetitive tasks Multi-Currency Manage and handle various international currencies Planning Tools Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Customizable Reports Alter the layout and content of reports Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Multi-Company Manage the accounting and financial aspects of multiple locations or companies in a single location For Investors & Traders Used by retail investors and active traders/day traders Expense Tracking Monitor and record expenses such as purchases or charges incurred Purchase Order Management Create, send, and track purchase orders and their statuses Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing & Invoicing Create, manage, and send invoices or bills to customers Receipt Management Upload, track, and submit receipts in a central database Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Approval Process Control Manage the process of evaluating documents or requests submitted for approval Duplicate Detection Compare new data with existing records to detect duplicate entries AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compensation Statements Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Organizational Charting Diagram that shows the structure of an organization and the relationships between parts Market Data Analysis Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Employee Portal Online portal where employees can access and track their own information Compensation Plan Modeling Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Audit Trail A record of all activities within the system, including user access, changes made, etc. Real-Time Reporting Active reporting of data and metrics Shift Swapping Managing and trading shift details between employees AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Reminders Timed notification for any upcoming task, deadline, appointment, or activity Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Time Off Requests Tools that allow employees to request/schedule time off Approval Process Control Manage the process of evaluating documents or requests submitted for approval Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Document Storage Store and organize documents in a centralized system Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Time & Attendance Track and manage employee's work hours to improve payroll accuracy Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Clock In/Out Track employees' arrival and departure timings for payroll purposes Customizable Reports Alter the layout and content of reports Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Visualization Graphical representation of data Purchase Order Management Create, send, and track purchase orders and their statuses Expense Management Plan, pay and track business related expenses. Ad hoc Reporting Generate one-off reports that meet information requirements Multi-Company Manage the accounting and financial aspects of multiple locations or companies in a single location Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Workflow Management Create, design and manage workflows for repetitive tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Reports Alter the layout and content of reports Forecasting Form predictions based on past and present data/trends Dashboard Creation Creation and customization of dashboards Self-Service Reporting Allow users to create their own reports and financial statements Multi-Currency Manage and handle various international currencies Financial Management Plan, manage, and track the financial activities of an individual or organization "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Billing & Invoicing Create, manage, and send invoices or bills to customers Real-Time Reporting Active reporting of data and metrics Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Receipt Management Upload, track, and submit receipts in a central database Scenario Planning Develop potential scenarios to identify risks and opportunities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Version Control Track revisions and updates made to files and navigate between different versions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities General Ledger Centralized accounting record which tracks all financial transactions Third-Party Integrations Set up connections to third-party platforms to improve business processes Consolidation/Roll-Up Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. API Application programming interface that allows for integration with other systems/databases Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Third-Party Integration Addition of necessary external data, applications, tools, or features Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Audit Trail A record of all activities within the system, including user access, changes made, etc. Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Financial Reporting Generate reports to assess the financial performance of an organization Generative AI Use AI to generate content in the form of text, images, videos, etc. Multi-Currency Manage and handle various international currencies Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Accounting Integration Integrate with a third-party accounting system General Ledger Centralized accounting record which tracks all financial transactions Multi-Country Pay employees in multiple countries using correct currencies and correct tax deduction amounts Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Cost Database Collection of data related to the costs associated with various items, products, services, or activities Financial Templates Checklists An itemized to do list that can be edited as tasks are completed Receivables Ledger A list of customers and their payments due updated on a monthly basis Multiple Projects Ability to handle several projects simultaneously Accounts Receivable Track outstanding invoices and the money owed from clients Accounts Payable Track money owed to a company's creditors/suppliers Budgeting/Forecasting Create budgets based on historical data and future projections Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Order Fulfillment Manage the process of receiving, preparing, and delivering orders for goods/products API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Bills of Material Material list of manufacturing parts and associated costs Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes EDI Transfer of data from one computer system to another Inventory Optimization Maintain and control the stock level of inventory Multi-Location Manage and support multiple locations Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Quotes/Estimates Generate quotes or estimates for customers Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ## Top-Rated Alternatives [ ![Board](https://images.g2crowd.com/uploads/product/hd_favicon/d866bc055ab812483ef95f687a2f594f/board.jpg "Board") Board 4.4/5(321) ](https://www.g2.com/products/board/reviews) [ ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena") Vena 4.5/5(479) ](https://www.g2.com/products/vena/reviews) [ 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[View Glossary](/glossary) [Labor Forecasting](/glossary/labor-forecasting) Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy. [Compensation History](/glossary/compensation-history) Compensation history is the private information that some companies may choose to ask candidates for during the interview process. Learn about states where asking salary history is banned, the benefits of having this data, and more. [Shift Scheduling](/glossary/shift-scheduling) Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process. [Compensation Statements](/glossary/compensation-statements) Compensation statements outline an employee’s compensation history, including all employer-provided benefits and rewards, throughout the fiscal year. Learn more about the elements included in a compensation statement and why it’s important to create one. 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