Compare FinPro vs Shortlist vs Margill

More Information More Information More Information

Crozscore:

77%
what is this?
35%
interest rising

Crozscore:

66%
what is this?
96%
29%
interest falling
FinPro screenshot view 1 more Shortlist screenshot Margill screenshot view 1 more

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 workforce of tomorrow is already here today! Gartner predicts that by 2020, more than 50% of the workforce will be comprised of external workers including freelancers, contractors and vendors. This means more companies will rely on external partners, contractors and vendors to be successful.

Shortlist is a SaaS offering for the Gig Economy. Shortlist helps companies find and manage their complete external workforce (freelancers, contractors and vendors) by providing a single platform to source, on-board, manage, review/rate and pay them.

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.

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:

  • File Transfer
  • Electronic Signature
  • Tax Management
  • Contact Management
  • Billing/Invoicing
  • Dashboard
  • Onboarding
  • External Integrations
  • Employee Onboarding
  • Data Import
  • Expense Tracking
  • Employee Database
  • Application Tracking

Features:

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

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

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

Premium


Contact Us For a Quote
Included in plan:
  • Everything in Free+
  • Custom Reporting
  • Classification Risk Reports
  • Background Checks
  • Custom User Roles
  • Account Management
  • Vendor Management
  • Custom Integrations
  • Custom Branding
  • RFP/RFI/RFx

Start for Free

Free
Included in plan:
  • Documents and Contracts
  • Payments and Tax Forms
  • Invoices
  • Add Skills and Notes
  • Groups and Categories
  • Onboarding Templates
  • Recruitment Tools
  • Vendor/Talent Portal
  • Bulk Management
  • Projects and Assignments
  • Public Tenders
  • Tasks and Assignments
  • Add Skills, Ranks and Notes
  • Groups and Categories
  • Freelancer/Vendor Management
  • Rating and Reviews
  • Up to 1,000 Freelancers

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:

    What is this service generally used for?
  • Onboarding and documentation
    External talent profiles and groups
    RFX, RFP, RFI
    Payments
    Insights and Analytics
    Invoices
    Recruitment tools
    Task & Assignments
    Bulk Management
    And much more..

  • What platforms does this service support?
  • Web platform

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

  • Does this service offer an API?
  • Yes.

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

  • Who are the main user groups of this service?
  • Enterprises, Agencies, Businesses - any business who work or want to work with freelancers, vendors, contractors, gig workers.

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

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
878
Followers:
6.21k

Publisher:

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

Other:

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

Other:

Who uses Shortlist
  • Startups
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

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