Koyfin |
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | Reach Reporting makes the creation and usage of reports an easy task. Financial professionals and advisors will be able to give the best reports to their respective clients. Be it financial or non-financial data from different sources, the user can add them to the software so as to keep track of those KPIs (Key Performance Indicators) which are most important. Thanks to the simple build of the app, a user is free to drag and arrange his report in the way he wants. The app is loaded with many professionally designed templates for easy and granular customization. The live text option of the software enables text blocks to be created containing live metrics that always stay updated. Reach Reporting also lets the users share their reports with all clients. The reports can also be arranged into classes for efficient filtering which makes searching easier. The app keeps the firms engaged in the most effective manner with their clients. Read more | Checkmybooks automatically reviews your clients' accounting records for you. It analyses every transaction and then highlights the issues that you'll want to review. You can go straight to the things that need your attention. It also makes it really easy for you to correct the client's figures, always keeping a log of the changes and notes you have made and updating your adjusted trial balance as you go. You get from the client's trial balance to your final trial balance quickly and easily. Expand and collapse sections, mark individual Review Points as Accepted or Queried and make linked notes of your reasons. Simply click the Add Adjustment button anywhere in Checkmybooks to make a journal entry. Your adjusted trial balance will be instantly updated. Checkmybooks will display the clients' financial reports with the ability drill down into individual accounts and transactions. Read more |
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| SW Score & Breakdown |
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| Total Features |
3 Features
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0 Features
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| Common Features for All |
KPI & Metrics
Market Analysis
Performance Analytics
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KPI & Metrics
Market Analysis
Performance Analytics
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Business $149.00 $149.00 per month |
Checkmybooks Others |
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View Detailed Pricing
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| Screenshots | Not Available |
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| Company Details | Located in: Springville, Utah | Located in: London, England |
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