Compare DealCloud vs Canopy vs Sage Intacct

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Crozscore:

79%
what is this?
30%
interest falling

Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

89%
what is this?
90%
31%
no significant changes
DealCloud screenshot view 3 more Canopy screenshot view 2 more Sage Intacct screenshot view 5 more

Software Description:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

Intacct is a cloud-based financial management and accounting software. The main purpose of Sage Intacct is to help CFOs, mainly in small and midsize companies, conduct financial management and accounting operations. The platform implements financial and operational insights as well as crucial processes automation.

This is one of the most trusted accounting software solutions, mainly thanks to its powerful features in accounting, purchasing, order management, financial reporting and business intelligence. Intacct's users can take full advantage of its technology to automate their processes, decrease cycle duration, and speed-up the financial close. They significantly reduce their dependence on spreadsheets at the same time.

The platform is cloud-based, it seamlessly integrates with most-used business applications, and secures GAAP, IFRS, Sarbanes-Oxley and SAS 70 Type II compliance. The main benefit of Intacct's solution is that professionals in the accounting departments can rely on it to deliver reliable financial decisions based on key figures and statistics.

Features:

  • Third-Party Plugins/Add-Ons
  • General Account Ledger
  • Budgeting
  • Gantt Charts
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Email Integration
  • Forecasting
  • Data Visualization
  • Contact Sharing
  • Contact Management
  • Batch Permissions & Access
  • File Sharing
  • External Integrations
  • Customer Management
  • Multi-Currency
  • Notifications
  • Multi-User
  • 2-Factor Authentication
  • API
  • Data Export
  • Data Import

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • CRM Integration
  • Balance Sheet
  • Payroll
  • Scheduling
  • Billing/Invoicing
  • Expense Tracking
  • Tax Management
  • Accounts Payable
  • Data Visualization
  • Dashboard
  • API
  • Data Export
  • Data Import
  • Accounts Receivable
  • External Integrations
  • Inventory Tracking
  • Multi-Currency
  • Calendar Management
  • Stripe
  • General Account Ledger
  • PayPal

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Revenue Recognition

  • Subscription Billing

  • Time and Expense Management

  • Inventory Management

  • Order Management

  • Audit-Ready Financials

  • Accounts Receivable

  • Purchasing

  • Accounts Payable

  • Fixed Assets

Subscription

$423.00
Monthly
Included in plan:
  • The monthly subscription fee is based on the number of users and business entities.

FAQs:

    Does this service offer an API?
  • Yes, the DealCloud platform has an API.

  • What are some applications this service is commonly used in tandem with?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service integrate with any other apps?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

  • Who are the main user groups of this service?
  • Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

  • What is this service generally used for?
  • To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

  • What platforms does this service support?
  • DealCloud is supported by Apple/app store and Microsoft.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the DealCloud platform offers multi-user capabilities.

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Does this service offer an API?
  • Yes, it offers API.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Salesforce Sales Cloud, Certify, Nexonia Expenses, ADP Workforce Now, ServiceTrade Commercial, Expensify, PayPal, Adaptive Insights, Mavenlink, Concur, Bill.com, Magento, Clarizen, Microsoft Excel, QuickBase, Domo, Xactly Express, Xactly Incent, Pepperi, Abacus, SutiExpense, Salesforce App Cloud, Authorize.net, Avalara, ExpensePath, Clear Spider, Workato, Fluxx, TriNet Expense, FieldEdge.

  • Who are the main user groups of this service?
  • Main users of Intacct are senior financial professionals in mid-sized organizations.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

  • What platforms does this service support?
  • Intacct is a cloud-based software.

  • What is this service generally used for?
  • This service is generally used for financial and accounting management.

Publisher:

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
6.4k
Followers:
14k

Other:

Who uses DealCloud
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Sage Intacct
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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