General Consultant Discussion

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  • 1.  I have a client looking for some software to assis

    Posted 09-20-2016 09:06
    I have a client looking for some software to assist with budgeting. Any ideas? Thx.


  • 2.  RE: I have a client looking for some software to assis

    Posted 09-20-2016 10:17
    Check out Vivid Reports CPM (http://www.vividreports.com/vivid-reports-cpm/features-benefits/). It does financial reporting inside Excel, but also has a really slick Budget add-on that is extremely flexible.


  • 3.  RE: I have a client looking for some software to assis

    Posted 09-20-2016 10:19
    Start around the 20:00 mark here: https://www.youtube.com/watch?v=n9KQCbgsyvc


  • 4.  RE: I have a client looking for some software to assis

    Posted 09-20-2016 16:25
    @SteveIwanowski Thanks. I'll take a look.


  • 5.  RE: I have a client looking for some software to assis

    Posted 09-21-2016 08:56
    Any idea how pricing compares to ""Sage Budgeting and Planning""? We've had that demoed to a couple of clients but it always seems too pricey for the clients to buy into.


  • 6.  RE: I have a client looking for some software to assis

    Posted 09-22-2016 07:22
    @alanniergarth I'm not sure about the pricing, but let me see what I can find.