FinPro

FinPro

Excel-based data consolidation for rich financial reporting

5/5 (10 reviews)

FinPro Overview

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.

Pricing

Starting from
$1000/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

FinPro Reviews

Overall rating
5/5
100% positive reviews
10
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Lauren G.

User-friendly reporting tool

Used Daily for 6-12 months
Reviewed on 2016/08/29
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Lisa B.

Great financial reporting that saves valuable time!

Used Daily for 2+ years
Reviewed on 2016/08/23
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Justine R.

A+ Service Every Time!

Used Daily for 6-12 months
Reviewed on 2016/08/29
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Steve D.

FinPro saves the day!

Used Weekly for 2+ years
Reviewed on 2017/01/18
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Stephanie M.

Great Financial Reporting Software & Great Customer Support

Used Weekly for 2+ years
Reviewed on 2016/08/26
Review Source: Capterra

We've had very positive experiences with FinPro over the last two and a half years. We transitioned from FRx in 2014 and the implementation time was quick and the process was very smooth. Matt and his team are very knowledgeable and responsive.

Pros

Awesome customer support and the FinPro team is very responsive to our questions. Ease of use is another advantage and when we needed to add another reporting package to our existing package it couldn't have been easier to do.

Cons

None at this time.

Response from FinPro Solutions

Thanks Stephanie!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

FinPro Pricing

Starting from
$1000/month
Pricing options
Free Trial
Subscription
Value for money

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.

FinPro Features

  • Customizable Reporting
  • Dashboard Creation
  • Data Visualization

  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Business Intelligence
  • Charting
  • Data Filtering
  • Data Import/Export
  • Drag & Drop Interface
  • Graphical Data Presentation
  • Monitoring
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Trend Analysis
  • Visual Analytics

Additional information for FinPro

Key features of FinPro

  • Advanced visualizations with Power BI and PowerPivot support
  • Balance Sheet support
  • Build financial reports and drilldown for fast data analysis
  • Capital Asset Planning
  • Cash Management support
  • Consolidation of multiple General Ledgers
  • Convert financial data across multiple currencies
  • Create Dashboard-based visualizations and charts
  • Customizable, detail driven planning templates
  • Easily consolidate multiple general ledgers
  • Easily customize reports in Microsoft Excel to exact specs
  • Generate "What If" scenarios for financial forecasts
  • Income statements supported
  • Limit access to individual users or groups of users
  • Multi-Department / Project
  • Profit / Loss Statement support
  • Project Budgeting support
  • Recieve notifications of uploads and template approvals
  • Run Rate Tracking
  • Templated approach for completing repetitive forecasts
  • Unlimited numbers of versions of iterations and scenarios
  • Unlimited user licenses and multi-company support
  • Update reporting packages with real time financial data

Benefits

  • 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.
  • FinPro FAQs

    Below are some frequently asked questions for FinPro.

    Q. What type of pricing plans does FinPro offer?

    FinPro offers the following pricing plans:

    Starting from: $1000/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.

    Q. What are the main features of FinPro?

    FinPro offers the following features:

    • Advanced visualizations with Power BI and PowerPivot support
    • Balance Sheet support
    • Build financial reports and drilldown for fast data analysis
    • Capital Asset Planning
    • Cash Management support
    • Consolidation of multiple General Ledgers
    • Convert financial data across multiple currencies
    • Create Dashboard-based visualizations and charts
    • Customizable, detail driven planning templates
    • Easily consolidate multiple general ledgers
    • Easily customize reports in Microsoft Excel to exact specs
    • Generate "What If" scenarios for financial forecasts
    • Income statements supported
    • Limit access to individual users or groups of users
    • Multi-Department / Project
    • Profit / Loss Statement support
    • Project Budgeting support
    • Recieve notifications of uploads and template approvals
    • Run Rate Tracking
    • Templated approach for completing repetitive forecasts
    • Unlimited numbers of versions of iterations and scenarios
    • Unlimited user licenses and multi-company support
    • Update reporting packages with real time financial data

    Q. Who are the typical users of FinPro?

    FinPro has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does FinPro support?

    FinPro supports the following languages:

    English

    Q. What type of pricing plans does FinPro offer?

    FinPro has the following pricing plans:

    Subscription

    Q. Does FinPro support mobile devices?

    We do not have any information about what devices FinPro supports

    Q. What other apps does FinPro integrate with?

    FinPro integrates with the following applications:

    Microsoft Excel, NetSuite, QuickBooks, Sage Intacct

    Q. What level of support does FinPro offer?

    FinPro offers the following support options:

    Knowledge Base, Online Support, Phone Support