Pigment Features

Reports interface for standard and self-service reports is intuitive and easy to use.

Requires a minimal number of steps/clicks to answer business question.

Offers a variety of attractive graph and chart formats.

Score cards visually track KPI's.

Provides business users an interface to easily design, refine and collaborate on their dashboards

Alter the layout and content of reports

Reports specific to marketing and associated campaigns

Reports specific to sales analysis for trends and strategies

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Edit and personalize data view as needed

Alter the layout and content of reports

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of dashboards

Reports interface for standard and self-service reports is intuitive and easy to use.

Receive email reports and notifications regarding metrics.

Requires a minimal number of steps/clicks to answer business question.

Ability to track historical data.

Track metrics in real time with consistent and frequent updates.

Set a time to generate routine reports automatically

Alter the layout and content of reports

Predict future data based on historical data sets

Ability to handle large datasets

Receive data and information in real time

Ability to track historical data.

Track metrics in real time with consistent and frequent updates.

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Receive data and information in real time

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

Forecast customer demand using historical insights and simulations

Monitors and tracks the physical status of goods and materials

Aggregates and centralizes data regarding product movement, materials management, and financial information

Generates reports that identify KPIs and other relevant metrics

Track the status over time for a request, process, asset, or transaction

Receive data and information in real time

Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Provides comprehensive visibility and oversight into supply chain operations

Provides inventory scheduling and inventory management functionalities

Provides employee scheduling and employee management functionalities

Automates the tracking and recording of activities within the entire supply chain lifecycle

A record of all activities within the system, including user access, changes made, etc.

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage all supplier data and operations

Track and manage inventory levels to maintain proper supply

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Create, design and manage workflows for repetitive tasks

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Management of the flow of things between point of origin and point of consumption.

Track and facilitate returns of products sold

Manage and track customer orders for goods, investments, or any other purchases

Manage and track operations and inventory within warehouses

Negotiate best prices and choose the right vendor for various purchases

Management of inbound and outbound shipments in the context of international trade

Store, manage, and track all electronic documents in a centralized location

Manage and track orders being shipped to customers

Organize and track the physical movement of goods from one location to another

Plan and optimize resources effectively.

Create supply plans based on things such as predicted demand, capacity, and material availability

Plan warehouse activity to execute adjustments to sales and inventory targets

Establish inventory targets based on changes to the sales plan

Ability to figure out what products to buy and when to buy them.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months)

Receive data and information in real time

Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Use AI to generate content in the form of text, images, videos, etc.

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data from multiple systems can be centralized into a single repository

Financial data can be validated to avoid duplicates and errors

Administrators can define and manage the reporting structure and access rights to each report

Templates that can be used to create new reports without starting from scratch

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

Include most common financial KPIs such as gross and net profit margin, or working capital

Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet

Users can drill down to the detail level of each transaction or financial entry

Dashboards can be customized to display different types of data from various sources

Users can modify standard financial KPIs and metrics

Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system

Monitors the financial performance of multiple entities

Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Match invoices, payments, and bank statement information

Accounting functionality within the system, not requiring integration with third-party tools

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Bring together financial information by collecting data from multiple ledgers and close financial processes

Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box

Allows users to edit reports and to combine multiple reports

Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Adjusts journal entries in order to have an accurate balance sheet and income statement

Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Allow users to create their own reports and financial statements

Offers a variety of attractive graph and chart formats.

Score cards visually track KPI's.

Provides business users an interface to easily design, refine and collaborate on their dashboards

Allows one to create and export visualization into various formats (PNG, JPEG, etc.)

View and present dashboard on mobile devices

Publish dashboard publicly on various platforms

Share dashboard screen within private user groups

Provides the ability to easily share visualizations.

Allows multiple users to edit and create visualizations together.

Has the ability to edit visualization across devices and device types (e.g. computer and phone).

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting

Provides overview of planning and prediction for current and future employee headcount

Outputs reports on headcount and budgeting analytics

Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits

Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS

Provides overview of salaray ranges in relation to job levels

Offers the ability to rearrange company hierarchy and employee details in a chart format

Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders

Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives.

Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Forecast sales data for sales teams, individual reps, territories, or products.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.

Abilty to create and run "what-if" scenario modeling to inform business decisions.

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately.

Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.

Predict future data based on historical data sets

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

A record of all activities within the system, including user access, changes made, etc.

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage and handle financial assets as well as other investments.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Import and export data to and from software applications

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

Application programming interface that allows for integration with other systems/databases

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronically collect payments for goods or services

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

Creation, processing, verification, and execution of invoices till the payment is made

Manage the accounting and financial aspects of multiple locations or companies in a single location

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Graphical representation of data

Create, send, and track purchase orders and their statuses

Plan, pay and track business related expenses.

Generate one-off reports that meet information requirements

Manage the accounting and financial aspects of multiple locations or companies in a single location

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Form predictions based on past and present data/trends

Creation and customization of dashboards

Allow users to create their own reports and financial statements

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Manage assets throughout their lifecycle to optimize profit

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage, and send invoices or bills to customers

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Upload, track, and submit receipts in a central database

Develop potential scenarios to identify risks and opportunities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Centralized accounting record which tracks all financial transactions

Set up connections to third-party platforms to improve business processes

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Assemble applications and processes by dragging over and arranging pre-built components

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

A financial statement that lists a company's accounts and details the account type and balance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Addition of necessary external data, applications, tools, or features

View and track pertinent metrics to find patterns and gain insights from data

A record of all activities within the system, including user access, changes made, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Generate reports to assess the financial performance of an organization

Use AI to generate content in the form of text, images, videos, etc.

Manage and handle various international currencies

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Integrate with a third-party accounting system

Centralized accounting record which tracks all financial transactions

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Assembly of graphs and charts for visualizing and tracking statistics/metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection of data related to the costs associated with various items, products, services, or activities

An itemized to do list that can be edited as tasks are completed

A list of customers and their payments due updated on a monthly basis

Ability to handle several projects simultaneously

Track outstanding invoices and the money owed from clients

Track money owed to a company's creditors/suppliers

Create budgets based on historical data and future projections

A collection of customer information such as contact details, demographics, previous interactions, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Scan barcodes to ensure accurate pricing and label tracking

Manage the process of receiving, preparing, and delivering orders for goods/products

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

View and track pertinent metrics to find patterns and gain insights from data

Material list of manufacturing parts and associated costs

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Set up connections to third-party platforms to improve business processes

Transfer of data from one computer system to another

Maintain and control the stock level of inventory

Manage and support multiple locations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Generate quotes or estimates for customers

Use AI to generate content in the form of text, images, videos, etc.

Tracking the status of previously identified performance measurements

Securely stores data to prevent data loss or breaches

Allows users to manage data from a number of sources

Graphical representation of data

Allow users to access multiple services after entering their login credentials once

Ability to interact with the application using human languages such as English

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Notifications that are delivered to users as soon as an event occurs

Provides a channel for team members to share media files, communicate, and work together

An extended application or connector that enables users to perform additional services with their current set of tools

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate one-off reports that meet information requirements

Track and document all activities across devices, networks, and other systems

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Collect, process and structure data from multiple sources for further analysis

Creation and customization of dashboards

Connect to big data sources

Pre-designed layouts that can be customized to match preferences and requirements

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Application programming interface that allows for integration with other systems/databases

Form predictions based on past and present data/trends

Various components within a system including buttons, clickable icons, hover effects, and more

Display aggregated data points on one page for a bird's eye view assessment

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Review data from past periods to reveal recurring tendencies and predict future performance

Create, design and manage workflows for repetitive tasks

Set up connections to third-party platforms to improve business processes

Perform various mathematical calculations using the data

Information, data and reports that are being tracked over time

Import, collect, and capture data from multiple sources

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Receive system updates as soon as any changes are made

Active reporting of data and metrics

Track the management and flow of data throughout the organization

Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

One-off queries made on an as-needed basis

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns