About FinPro

FinPro is a modular software platform comprising a suite of components delivering flexible, self-service reporting. Designed to consolidate business information from diverse sources, FinPro supports the consumption of data wholly within a familiar Microsoft Excel-based environment. Channeling from ERP, GL, CRM or SQL databases, users can access rich financial reporting options in real-time and 100% within the Excel workspace. Purchased within scalable monthly subscription plans with unlimited user licenses, FinPro software modules include Reporting, Planning, Analysis and Visualizer. Each adds customizable Excel reporting with dynamic updating, planning template creation, transaction-level data analysis and the ability to build dashboards or charts.

Collective FinPro features also include customizable user access rights to ensure information is protected and secure. Flexible data structure and layout ensure changes can be made on the fly, requiring no technical expertise or programming knowledge courtesy of intuitive shortcut key operation. Rapid implementation promises quick, painless deployment with premium support provisions included in every package.

Key benefits of FinPro

  • Consolidate financial business data from a full range of sources to produce rich reports within the already familiar Excel environment.

  • Modular software offers flexibility and scalability, delivering Reporting, Planning, Analysis and Visualizer products across subscription packages.

  • FinPro promises rapid implementation with no specialist programming knowledge required and premium support options included.

  • Customize financial reports to meet specific requirements, design detailed planning templates, drilldown data analysis and create dashboard visualizations.

  • Mix and match information from ERP, GL, CRM and SQL databases while securing access with customizable access rights for every user.
  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Images

    The ability to define reporting ranges and dimensions
    Tree Viewer for filtering the display of data via intuitive dropdown controls
    Administrator options enable the management of registered users and setting of access rights
    Update all manner of financial business reports within the familiar Excel environment
    View 5 more
    FinPro video
    FinPro screenshot: The ability to define reporting ranges and dimensions FinPro screenshot: Tree Viewer for filtering the display of data via intuitive dropdown controls FinPro screenshot: Administrator options enable the management of registered users and setting of access rights FinPro screenshot: Update all manner of financial business reports within the familiar Excel environment

    Features

    Total features of FinPro: 23

    • "What If" Scenarios
    • Access Controls/Permissions
    • Alerts/Notifications
    • Asset Management
    • Audit Trail
    • Budgeting/Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Currency Conversion
    • Customizable Reports
    • Customizable Templates
    • Dashboard Creation
    • Data Visualization
    • Financial Analysis
    • Forecasting
    • General Ledger
    • Income & Balance Sheet
    • Multi-Company
    • Multi-Department/Project
    • Profit/Loss Statement
    • Project Accounting
    • Real-time Updates
    • Version Control

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    Reviews

    Overall rating

    5 /5
    (10)
    Value for Money
    5/5
    Features
    4,9/5
    Ease of Use
    4,9/5
    Customer Support
    5/5

    Already have FinPro?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 10
    Vishal S.
    Overall rating
    • Industry: Computer Software
    • Company size: 2-10 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Reviewed on 2016/10/24

    Lisa B.
    Overall rating
    • Industry: Legal Services
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great financial reporting that saves valuable time!

    Reviewed on 2016/08/23

    I use FinPro to automate financial reporting for daily output to business managers, board...

    I use FinPro to automate financial reporting for daily output to business managers, board members/board decks. I also use it for balance sheet reconciliations and client level metrics reporting. Reports went from hours of work in Excel to simple push buttom updates allowing more time for analysis.

    Pros

    Ease of use, flexibility and reliability

    Response from FinPro Solutions

    Thank you Lisa, much appreciate your positive comments on Capterra.

    Lauren G.
    Overall rating
    • Industry: Telecommunications
    • Company size: 201-500 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    User-friendly reporting tool

    Reviewed on 2016/08/29

    I used the reporting module to complete balance sheets, provide audit reports, complete revenue...

    I used the reporting module to complete balance sheets, provide audit reports, complete revenue reviews against budget, etc. I was able to write various reports that could easily be tailored to meet any request. It was really nice having it all within excel - I didn't feel like I had to learn a whole new system and all of their tools when I was on-boarded.

    Pros

    No more waiting for reports to run and details to be exported - it all happens with a click of a button. It definitely made the day-to-day tasks easier, and therefore, I felt more productive and efficient.

    Cons

    I had a short (10 months) and limited experience (only used the reporting module), but I really enjoyed using the program and can't think of a con off the top of my head.

    Response from FinPro Solutions

    Thank you Lauren.

    - FinPro Management Team

    Justine R.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 201-500 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A+ Service Every Time!

    Reviewed on 2016/08/29

    My experience with FinPro has been top notch. The customer service cannot be matched by any other...

    My experience with FinPro has been top notch. The customer service cannot be matched by any other software company I have used before. The system is user friendly and allows for many views of my company's financials. The ease of integrating into multiple platforms has been extremely helpful for us.

    Pros

    The software is user friendly. Once you create a template it can be used continually rather than recreating each time. It also allows for quick and easy alterations in a template to fit new needs of the business. If a user mistake occurs we can easily correct the problem ourselves or with the timely help of FinPro employees.

    Cons

    None.

    Response from FinPro Solutions

    Thank you for the review Justine!

    - FinPro management team

    Steve D.
    Overall rating
    • Industry: Computer Software
    • Company size: 1 001-5 000 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    FinPro saves the day!

    Reviewed on 2017/01/18

    Exceptional financial reporting tool, to be used in conjunction with Microsoft Excel. Ability to...

    Exceptional financial reporting tool, to be used in conjunction with Microsoft Excel. Ability to slice and dice between multi-currencies, legal entities and hierarchies. A strong forecasting and budgeting capabilities when you set up the individual templates with your own business drivers and assumptions, FinPro enables rolling 13 and/or continuous forecasting, since it automatically add actuals to a current or existing forecast. Very helpful for world-wide users, one can login from anywhere at any time through a VPN. Security functionality is unmatched.

    Pros

    Excel based and ease of use. Administration can be pushed out to the users.

    Cons

    None

    Response from FinPro Solutions

    Thanks you Steve!

    Showing 5 reviews of 10 Read all reviews

    FinPro FAQs

    Below are some frequently asked questions for FinPro.

    FinPro offers the following pricing plans:

    • Starting from: US$1 000,00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    Range of package options starting from: FinPro Reporting: $1,000 per month Fin Pro Planning: $1,500 per month Full Suite: $2,000 per month Request for further pricing details.

    We do not have any information about FinPro features

    FinPro has the following typical customers:

    51-200, 201-500, 501-1 000, 1 001+

    FinPro supports the following languages:

    English

    FinPro supports the following devices:

    FinPro integrates with the following applications:

    Microsoft Excel, NetSuite, QuickBooks Online Advanced, Sage Intacct

    FinPro offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for FinPro.