Compare FinPro vs Insly

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Crozscore:

51%
what is this?
15%
interest falling

Crozscore:

68%
what is this?
33%
interest falling
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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:

Insurance broker and agents – there are more than 1 million of them globally – are facing serious problem. They are participating in very competitive industry (selling insurance) and they are doing it with paper and spreadsheet. This needs to change in order for them to survive.

Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated. All our competitors are offering their solution in one selected country.

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:

  • API
  • Balance Sheet
  • Billing/Invoicing
  • CRM Integration
  • Dashboard
  • Data Export
  • Data Import
  • Budgeting
  • Accounts Receivable
  • Data Visualization
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Customer Management
  • Contact Management
  • Calendar Management
  • Expense Tracking
  • Payment Processor
  • Tax Management

Summary:

    No key features associated with this application.

Summary:

  • Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated.

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

Pricing:

  • Starting from: $219.00/month
  • Credit card required: No
  • SMALL AND MEDIUM COMPANY PACKAGE
    Tailored for Companies of up to 20 users:
    • Customer and policy management
    • Manual insurance proposals
    • Invoicing and payment mapping
    • Possibility to set up custom offer & invoice templates
    • Standard reporting
    • Standard API-s
    • Support via chat, email and phone

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:

    Does this service integrate with any other apps?
  • Yes, Insly can be tailored for any business needs

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

  • What platforms does this service support?
  • It is cloud based solution and can be used online on every platform.

  • What is this service generally used for?
  • Managing insurance business (brokers and agents)

  • Does this service offer an API?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • Yes, free support worldwide

  • Who are the main user groups of this service?
  • Insurance brokers & Insurance agents

Publisher:

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

Publisher:

Founded:
-
Based in:
London
Employees:
51-200
Likes:
Followers:

Other:

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

Other:

Who uses Insly
  • Startups
  • Agencies
  • Enterprises
Languages:
English
Regional Restrictions:
No restrictions.
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