About Panalitix

Panalitix is a financial planning, monitoring and business advisory tool for accountants, which allows users to monitor all of their clients’ performance and financial status on one dashboard, in real time. Users can customize the information they want to view, as well as the frequency of any email updates.

Integrations with cloud accounting applications, such as Xero and QuickBooks, enable automatic data sync, providing users with up-to-date figures, and allowing users to monitor clients’ KPI performance in real time. Panalitix alerts users of any KPI performance which has dropped below a preset threshold, enabling users to contact their clients flagging the issue, to arrange a meeting or propose corrective actions.

Key benefits of Panalitix

All client information consolidated onto a single dashboard, regardless of what accounting software they are using

Client alert emails can be sent to users as frequently as desired, informing them of how clients are tracking on their KPIs without the need to check the dashboard

Automated alerts inform users when KPI results drop below preset values

Integrations with Xero, QuickBooks and MYOB allow data to auto-sync, giving up-to-date information on how clients’ businesses are performing. For clients without cloud-based accounting software, users can still manually import data for use in reporting and forecasting

The Panalitix TRUST web app integrates with users’ websites, and produces reports outlining current business position with automatically generated recommendations - based on information provided by clients or prospective clients in the online assessment - allowing users to create an implementation plan to achieve the client’s objectives

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Images

Panalitix integrates with multiple cloud accounting applications for automated data sync, but also allows manual data import
The Panalitix firm dashboard allows users to track the performance of all their clients in one place
Panalitix's client dashboard includes both monthly and year-to-date reviews
Panalitix users can view trend analysis graphs for each of their clients' businesses
The Panalitix client dashboard includes advice for users, including suggested comments to make to clients
Panalitix uses color coded charts to allow users to view clients' performance at a glance
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Panalitix video
Panalitix screenshot: Panalitix integrates with multiple cloud accounting applications for automated data sync, but also allows manual data import Panalitix screenshot: The Panalitix firm dashboard allows users to track the performance of all their clients in one place Panalitix screenshot: Panalitix's client dashboard includes both monthly and year-to-date reviews Panalitix screenshot: Panalitix users can view trend analysis graphs for each of their clients' businesses Panalitix screenshot: The Panalitix client dashboard includes advice for users, including suggested comments to make to clients Panalitix screenshot: Panalitix uses color coded charts to allow users to view clients' performance at a glance

Features

Total features of Panalitix: 2

  • Forecasting
  • Monitoring

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Panalitix FAQs

Below are some frequently asked questions for Panalitix.

Panalitix offers the following pricing plans:

  • Free Trial: Not Available

Pricing available on enquiry.

We do not have any information about Panalitix features

Panalitix has the following typical customers:

2-10, 11-50, 51-200, 201-500

Panalitix supports the following languages:

English

Panalitix supports the following devices:

Panalitix integrates with the following applications:

MYOB Essentials, Quickbooks Online, Xero

Panalitix offers the following support options:

Email/Help Desk, Phone Support

Related categories

See all software categories found for Panalitix.