FinPro Features

FinPro

Excel-based data consolidation for rich financial reporting

5.0/5 (10 reviews)

FinPro Feature Summary

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

Competitor Feature Comparison

"What If" Scenarios
Access Control
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Auditing
Automatic Notifications
Balance Sheet
Budgeting
Business Analysis
Cash Management
Consolidation / Roll-Up
Currency Conversion
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Visualization
Financial Analysis
Financial Management
Forecasting
General Ledger
Multi-Company
Planning Tools
Predictive Analytics
Profit / Loss Statement
Profitability Analysis
Project Budgeting
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Updates
Trend Analysis
Version Control
Visual Analytics
Workflow Management
Learn moreCompare App
"What If" Scenarios
Access Control
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Auditing
Automatic Notifications
Balance Sheet
Budgeting
Business Analysis
Cash Management
Consolidation / Roll-Up
Currency Conversion
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Visualization
Financial Analysis
Financial Management
Forecasting
General Ledger
Multi-Company
Planning Tools
Predictive Analytics
Profit / Loss Statement
Profitability Analysis
Project Budgeting
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Updates
Trend Analysis
Version Control
Visual Analytics
Workflow Management
Learn moreCompare App
"What If" Scenarios
Access Control
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Auditing
Automatic Notifications
Balance Sheet
Budgeting
Business Analysis
Cash Management
Consolidation / Roll-Up
Currency Conversion
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Visualization
Financial Analysis
Financial Management
Forecasting
General Ledger
Multi-Company
Planning Tools
Predictive Analytics
Profit / Loss Statement
Profitability Analysis
Project Budgeting
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Updates
Trend Analysis
Version Control
Visual Analytics
Workflow Management
Learn moreCompare App

FinPro Feature Reviews

8 reviewers had the following to say about FinPro's features:

Tito Dang

User-Friendly and Amazing!

2016-08-03

I came from no experience in Excel let alone pulling reports and manipulating data. FinPro made my job in finance a lot easier to reconcile, view data, and provide a bigger and cleaner picture of the company's finances.

Pros

Reporting and quick updating.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Lisa Baugh

Great financial reporting that saves valuable time!

2016-08-23

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

Pros

Ease of use, flexibility and reliability

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering FinPro

I would highly recommend FinPro.

Source: Capterra
Helpful?   Yes   No

Response from FinPro Solutions


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

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Lauren Guadagnino

User-friendly reporting tool

2016-08-29

I used the reporting module to complete balance sheets, provide audit reports, complete revenue reviews against budget, etc.

Pros

No more waiting for reports to run and details to be exported - it all happens with a click of a button.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering FinPro

They can tie in your GL and other systems information (ex: payroll, billing, t&e, etc.) into one place, so I recommend linking in all your outside sources. This will allow you to report and slice and dice the data to a more granular level.

Source: Capterra
Helpful?   Yes   No

Response from FinPro Solutions


Thank you Lauren.

- FinPro Management Team

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Aron Villa

A new era in reporting.

2016-08-22

This has helped us achieve a deeper level of reporting and analysis. Speed, accuracy and depth are some of the words I use to describe FinPro

Pros

Ease of use, speed, limited IT overhead, PRICE LEADER

Cons

I wish there was a general ledger within FinPro

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering FinPro

Keep up the good work

Source: Capterra
Helpful?   Yes   No

Response from FinPro Solutions


Thank you for your feedback, Aron

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Stephanie McNelis

Great Financial Reporting Software & Great Customer Support

2016-08-26

We transitioned from FRx in 2014 and the implementation time was quick and the process was very smooth.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FinPro Solutions


Thanks Stephanie!

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Chris Konopka

Redefines What a Financial Reporting Package Should Be

2016-10-17

FinPro provides us with the ability to have our financial reporting information at our fingertips.

Pros

Reasonably priced Simple to use but many advanced features No need to IT to administer the solution

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve Dexter

FinPro saves the day!

2017-01-18

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

Pros

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

Cons

None

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering FinPro

If you try it, you will buy it.

Source: Capterra
Helpful?   Yes   No

Response from FinPro Solutions


Thanks you Steve!

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Justine Rooks

A+ Service Every Time!

2016-08-29

The ease of integrating into multiple platforms has been extremely helpful for us.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FinPro Solutions


Thank you for the review Justine!

- FinPro management team

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