Compare FinPro vs Margill vs BrokerSumo

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Crozscore:

52%
what is this?
14%
interest falling

Crozscore:

56%
what is this?
30%
interest falling

Crozscore:

71%
what is this?
28%
interest falling
FinPro screenshot view 1 more Margill screenshot view 1 more BrokerSumo screenshot

Software Description:

FinPro is a comprehensive, self-service, end-user reporting and upload software that allows you to consume your business information in Microsoft Excel. You can mix and match information from many data sources; such as ERP, GL, CRM and SQL databases.

FinPro works completely within Excel so there is no longer a need to export from other tools. Users can continue to leverage their existing Excel knowledge while accessing data with the click of a button. Customized security control rights to data, report components and reports, ensuring each user only has access to the information they should. Users have full control over data structure and layout. Changes can be made on the fly without having to worry about data integrity. Reporting is now only limited by your imagination.

FinPro removes the manual errors from Excel. Productivity is improved by providing a real-time, self-service tool for department users. Key reports updated with the most current data with the click of a button. End users are empowered with a friendly, non-technical solution. Software functions can be driven by shortcut keys & right-click menu customization. No programming necessary. Our team can work with you to deliver a personalized, turn-key implementation. And because FinPro is so easy to use, it can be learned quickly to have you up and running in no time.

Software Description:

The industry's most user-friendly Interface & sophisticated mathematics. Affordable & easy to customize loan servicing software along with our legendary support. Service 10 to 30,000 loans: Consumer & Business, Inter-company, Employee, Construction, Litigation, Lines of credit. Amortization & regular, irregular, late, unpaid, interest-only, fixed principal or mixed payments, Fees, variable rates, APR, Alerts. Customize: fields, reports, dashboard, payment types. Export GL to QuickBooks, Sage.

Software Description:

BrokerSumo is a simple back office, commission management and accounting system for real estate professionals. Giving you the ability to manage your agents, create custom commission plans, automatically calculate agent commissions, pay agents and vendors electronically, bill agents for monthly fees, manage your income and expenses and run real estate and accounting reports. All this and it's easy to learn and use and is affordable.

Features:

  • External Integrations
  • A/B Testing
  • Data Export
  • API
  • Conversion Tracking
  • Data Visualization
  • Data Import
  • Forecasting
  • Referral Tracking
  • Notifications
  • Multi-Site
  • Multi-User
  • Dashboard
  • Analytics
  • CRM Integration
  • Expense Tracking
  • Budgeting
  • Accounts Payable
  • Billing/Invoicing
  • Accounts Receivable
  • Balance Sheet
  • General Account Ledger
  • P&L
  • Multi-Currency

Features:

  • Multi-User
  • Multi-Currency
  • Data Export
  • Balance Sheet
  • Data Import
  • Accounts Receivable
  • General Account Ledger
  • Scheduling
  • Data Visualization

Features:

  • Budgeting
  • API
  • Data Export
  • Forecasting
  • Multi-User
  • Dashboard
  • Accounts Payable
  • P&L

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Back office, commission management and accounting software for real estate brokerages and agents

Full suite

$2,000.00
server(s) / month
Included in plan:
  • FinPro Planning & Reporting PLUS:
  • FinPro Analysis
  • Transaction-Level Detail
  • Consolidate Multiple Systems
  • Point and Click Drilldown Capability
  • Access to Massive Data Sets
  • Customizable Analysis Templates
  • Apply Personalized Filters and Restrictions

Planning

$1,500.00
server(s) / month
Included in plan:
  • FinPro Planning
  • FinPro Reporting PLUS:
  • Customized, Detail Driven Templates
  • Real-Time Data Collaboration
  • Version and Scenario Control
  • Upload Notification and Approval
  • Flexible Planning Approaches
  • Easy-to-Manage Backend Calculations

Reporting

$1,000.00
server(s) / month
Included in plan:
  • Premium Support
  • FinPro Reporting
  • Free Implementation*
  • Unlimited User Licenses
  • Customizable Reports
  • Hassle-Free Currency Conversion
  • Consolidate General Ledgers
  • Dynamic Report Updating
  • Apply User-Level Security

Starting from

$2,150.00
One-time fee.
Included in plan:
  • One hour of training
  • One year of update and maintenance
  • One year of technical and mathematical support
  • Optional renewal

FAQs:

    What is this service generally used for?
  • Reporting, Planning, Budgeting, Forecasting, Analytics and Dashboarding

  • What platforms does this service support?
  • All general ledger and ERP systems

  • Who are the main user groups of this service?
  • Enterprise Corporate Finance Management and Executives

  • What are some applications this service is commonly used in tandem with?
  • Great Plains, Microsoft Dynamics, Dynamics SL, Nav, AX, SAP, Oracle, PeopleSoft, NetSuite, Sage, Epicor, Quickbooks

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes - multi upload; scenario analysis; version control

  • Does this service offer guides, tutorials and or customer support?
  • Train the trainer
    Support website
    FAQ

FAQs:

    Who are the main user groups of this service?
  • Small to medium sized lenders | Development Agencies | Microfinance Institutions (MFIs) | Accountants | Investors | Governments | Banks | Public and Private companies

  • Does this service integrate with any other apps?
  • QuickBooks | Sage series | Excel | Other accounting software

  • Does this service offer guides, tutorials and or customer support?
  • We offer a pre-purchase live demonstration and both technical and mathematical support for your interest calculation needs. We also offer training on a hourly basis.

  • Does this service offer multi-user capability (e.g. teams)?
  • You can use Margill Loan Manager with multiple users simultaneously.

  • What is this service generally used for?
  • Service simple and complex Loans, Mortgages, Lines of credit, Receivables, Judgments, Leases.

    Loan Origination: Contracts, Letters, Invoices and Statements with Document Merge.

    Create regular and irregular amortization (payment schedules).

    Receive and post regular and irregular payments.

    Automatically add fees for unpaid/partial/late payments.

    Multicurrency, fixed and variable interest rates.

    International calculation standards.

  • What are some applications this service is commonly used in tandem with?
  • QuickBooks | Sage series | Other accounting software

  • What platforms does this service support?
  • Windows, Server and Cloud based systems and Mac with parallels

FAQs:

    Who are the main user groups of this service?
  • Real estate brokerages and agents

  • What is this service generally used for?
  • Managing agent commissions, paying agents their commissions, reporting.

Publisher:

Founded:
-
Based in:
Atlanta
Employees:
11-50
Likes:
Followers:
21

Publisher:

Founded:
-
Based in:
Blainville (Greater Montreal)
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
989
Followers:
76

Other:

Who uses FinPro
  • SMEs
  • Enterprises
Desktop Platforms:
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Margill
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Languages:
English, French
Regional Restrictions:
No restrictions.

Other:

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