Startegy

Startegy

Data visualization for business finances

4.8/5 (6 reviews)

Startegy Overview

Startegy is a data visualization tool designed to help businesses manage and track their finances with customizable dashboards, goal setting and tracking, income statements, real-time data, QuickBooks integration, and more. Accountants and bookkeepers can also manage their clients’ companies from one central dashboard using the Startegy Accountants version.

With Startegy, businesses can track and manage their finances through data visualization and dashboards. The fully customizable dashboard provides reports on the metrics that are most important to the business, ranging from expense breakdowns to total owner’s equity, and data is provided in simple graphs and charts to aid with understanding. Businesses can set up financial goals within Startegy and track the progress of each goal using visual progress bars and gamification. Deadlines can be implemented for each goal and users are rewarded with badges and achievements each time a milestone is reached. Goals can be based on key performance indicators (KPIs) such as income, net profit, net profit margin, expenses, cash on hand, and much more, and status indicators alert users to whether they are 'ahead', 'on track', or 'behind' with their goals.

Integration with QuickBooks Online means that financial changes are reflected in Startegy in real time to ensure reports, goals, and visualizations are always accurate and up-to-date. Startegy can also be used by accountants and bookkeepers to manage all of their clients’ companies in one place, and it integrates with QuickBooks Accountant so that all client data can be synced automatically. Dashboards can be created and accessed for multiple companies, to aid accountants with tracking all of their clients’ finances.

Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Startegy Reviews

Overall rating
4.8/5
100% positive reviews
5
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Jared S.

Took Me From Barely Making Money After Taxes To Superbly Profitable

Used Daily for 1-5 months
Reviewed on 2017/01/06
Review Source: Capterra

Being in a competitive industry, I thought that I could just break through and defy the odds because I work hard and am reasonably smart. The thing is, an entrepreneur needs more than 24 hours each day to develop all of their ideas.

Startegy helps you get all of your info into one place and then takes you from 0 to 60 without the sweat and agony of doing all of that on your own. I try to limit my subscription services, but this is one that I cannot live without. It pays for itself easily each month and eliminates the need for me to hire and train someone to do most of what it does for me.

This is no sales pitch, but if you are serious about reaching your goals, you can reinvent the wheel or you can buy some tires from Startegy and get moving down the road to success and freedom.

Pros

The integration is tops. The data is at my fingertips and I am able to see the many aspects of my business in a quick 5 minute review.

Cons

On one of my devices I have issues getting the pages to load in the proper format, but I actually believe that that is an issue with my device and not Startegy.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Richard R.

Best dashboard experience ever!

Used Daily for 6-12 months
Reviewed on 2018/05/01
Review Source: Capterra

Daily understanding of cashflow and cash forecasting!

Pros

I get a complete snapshot of all of the money in my business. No other software gives me the detail I need in an easy to read format. I can also set company goals, both short term and long term.

Cons

Nothing!!! Everything about the software is great. I have used the software for many months and the additions that are made (very regular updates) are thoughtful and insightful. Keep growing, Startegy!!!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John B.

This product provides a much needed visual of what is going on in the financials!

Used Weekly for 6-12 months
Reviewed on 2018/05/08
Review Source: Capterra

Pros

I like how easy it is to use. I like that my clients who don't really love getting into their numbers can now see with visuals what is going on. They are paying more attention to those key factors now that this product makes it easy to do.

Cons

I can't think of anything. It's easy to use. They keep adding more metrics that an owner can track. I don't have anything negative to say.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Really fun to use! Very Happy with it!

Used Weekly for 1-5 months
Reviewed on 2018/04/30
Review Source: Capterra

Pros

I can quickly see how my business is doing without getting distracted by invoices and normal QB functionality, keeps the convo focused on goals and results.

Cons

We had trouble logging in the first couple times with QB, but they've since fixed it. This isn't a complete financial report but keep our conversations focused in our board meetings.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Jim T.

Great software that is getting better every day

Reviewed on 2016/12/31
Review Source: Capterra

Clean, easy to sign up and definitely affordable! I am a CPA and am required to do this kind of forecasting all the time. For business owners that like to do this themselves, Strategy is amazing.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Startegy Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Subscription
Value for money

14 day free trial - no credit card required.

$29/month (billed monthly) or $19/month for the annual plan ($228 billed annually)

For accountants and bookkeepers:

Single: $17/month/company managed

10 companies: $10/month/company managed (purchase in increments of 10)

White Label: $12/month/company managed (minimum of 20 companies)

Startegy Features

  • Activity Dashboard
  • Financial Analysis
  • Real Time Data
  • Third Party Integration

  • API
  • Accounting Integration
  • Accounting Management
  • Auditing
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Reporting & Statistics
  • Workflow Management

Additional information for Startegy

Key features of Startegy

  • Activity dashboard
  • Collaboration tools
  • Custom charts
  • Dashboard creation
  • Data visualization
  • Financial analysis
  • Financial projections
  • Fundraising management
  • Gamification
  • Goal setting / tracking
  • Income statements
  • Investor management
  • Performance management
  • Performance reports
  • Profitability analysis
  • Real time data
  • Sales analytics
  • Status tracking
  • Step-by-step wizard
  • Third party integration
  • Visual analytics

Benefits

  • Create a customized dashboard to display key business metrics. The pre-assembled Startegy dashboards provide users with the data they need at-a-glance.

  • Integrate with QuickBooks Online QBO and QuickBooks Desktop businesses in order to synchronize data to Startegy in real time and update data visualizations instantly.

  • Receive real-time data in Startegy with instant updates to charts, graphs, and goals. There’s no need to wait for data to refresh as it happens in real time through third party integrations.

  • Visualize data with color-coded, easy-to-read graphs and charts. Startegy aims to make it easy to understand data and identify correlations through visual representation. See if marketing spend is correlated with higher sales with just one visual, and compare other metrics.

  • Set goals and track progress with gamification and real-time data. Individuals and teams can work on a goal and are rewarded with achievement badges when targets are reached.

  • Startegy FAQs

    Below are some frequently asked questions for Startegy.

    Q. What type of pricing plans does Startegy offer?

    Startegy offers the following pricing plans:

    Starting from: US$29,00/month

    Pricing model: Subscription

    Free Trial: Available

    14 day free trial - no credit card required.

    $29/month (billed monthly) or $19/month for the annual plan ($228 billed annually)

    For accountants and bookkeepers:

    Single: $17/month/company managed

    10 companies: $10/month/company managed (purchase in increments of 10)

    White Label: $12/month/company managed (minimum of 20 companies)

    Q. What are the main features of Startegy?

    Startegy offers the following features:

    • Activity dashboard
    • Collaboration tools
    • Custom charts
    • Dashboard creation
    • Data visualization
    • Financial analysis
    • Financial projections
    • Fundraising management
    • Gamification
    • Goal setting / tracking
    • Income statements
    • Investor management
    • Performance management
    • Performance reports
    • Profitability analysis
    • Real time data
    • Sales analytics
    • Status tracking
    • Step-by-step wizard
    • Third party integration
    • Visual analytics

    Q. Who are the typical users of Startegy?

    Startegy has the following typical customers:

    Small Business

    Q. What languages does Startegy support?

    Startegy supports the following languages:

    English

    Q. What type of pricing plans does Startegy offer?

    Startegy has the following pricing plans:

    Subscription

    Q. Does Startegy support mobile devices?

    We do not have any information about what devices Startegy supports

    Q. What other apps does Startegy integrate with?

    Startegy integrates with the following applications:

    QuickBooks, QuickBooks Online

    Q. What level of support does Startegy offer?

    Startegy offers the following support options:

    Online Support