Panalitix

Financial planning, monitoring and advisory software

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Panalitix Overview

What is 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.

Panalitix Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription

Pricing available on enquiry.


Panalitix Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

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
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
User recommendation
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Panalitix Pricing

Panalitix Pricing

Starting from
N/A
Free Trial
Subscription

Pricing available on enquiry.

Pricing available on enquiry.

Value for Money
0/5
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Panalitix Features

Panalitix Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
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Categories

Additional information for Panalitix

Additional information for Panalitix

Key features of Panalitix

  • Consolidated dashboard
  • Customizable branding
  • Data auto-sync
  • Email alerts
  • Financial review
  • Forecast creation tool
  • Forecast monitoring
  • Growth equations
  • KPI alerts
  • Manual data entry support
  • Online video training
  • Performance summary
  • Real-time KPI monitoring
  • TRUST web app
  • Three-way rolling cashflow forecast
  • Trend analysis dashboard

Benefits

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

Panalitix FAQs

Panalitix FAQs

Below are some frequently asked questions for Panalitix.

Q. What type of pricing plans does Panalitix offer?

Panalitix offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Pricing available on enquiry.

Q. What are the main features of Panalitix?

Panalitix offers the following features:

  • Consolidated dashboard
  • Customizable branding
  • Data auto-sync
  • Email alerts
  • Financial review
  • Forecast creation tool
  • Forecast monitoring
  • Growth equations
  • KPI alerts
  • Manual data entry support
  • Online video training
  • Performance summary
  • Real-time KPI monitoring
  • TRUST web app
  • Three-way rolling cashflow forecast
  • Trend analysis dashboard

Q. Who are the typical users of Panalitix?

Panalitix has the following typical customers:

Small Business, Mid Size Business

Q. What languages does Panalitix support?

Panalitix supports the following languages:

English

Q. What type of pricing plans does Panalitix offer?

Panalitix has the following pricing plans:

Subscription

Q. Does Panalitix support mobile devices?

We do not have any information about what devices Panalitix supports

Q. What other apps does Panalitix integrate with?

Panalitix integrates with the following applications:

MYOB Essentials, MYOB Essentials, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, Xero, Xero

Q. What level of support does Panalitix offer?

Panalitix offers the following support options:

Phone Support, Online Support