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BankSense vs Backstop Comparison
Overview
BankSense is a cash flow management and finance decision making solution with real time visibility, cash flow management, analytics, and more
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions &...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
/
No info available
/- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
/
No info available
/- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
No reviews
5
4
3
2
1
0
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful.
Easily able to import/create contacts, organizations and opportunities. Import/Export capabilities are good.
I love the simplicity and ease of use of the software.
Cons
Not enoughreviews yet
Cons
There are so many fields to choose from, sometimes you are lost.
Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.
More standardized risk and return performance reports.
Key features
- Total features11
- API
- Activity Dashboard
- Activity Management
- Assignment Management
- Calendar Management
- Campaign Management
- Cash Flow Management
- Cash Management
- Client Portal
- Collaboration Tools
- Communication Management
- Currency Conversion
- Custom Development
- Data Import/Export
- Data Synchronization
- Document Management
- Drag & Drop Interface
- Email Marketing Management
- Financial Analysis
- General Ledger
- Meeting Management
- Microsoft Outlook Integration
- Mobile Integration
- Monitoring
- Multi-Currency
- Multi-Location
- Performance Reports
- Permission Management
- Pipeline Management
- Ratings & Reviews
- Real Time Analytics
- Real Time Data
- Real Time Updates
- Reporting & Statistics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Search Functionality
- Tagging
- Template Management
- Third Party Integration
- Transaction History
- User Management
- Watermarking
- Total features33
- API
- Activity Dashboard
- Activity Management
- Assignment Management
- Calendar Management
- Campaign Management
- Cash Flow Management
- Cash Management
- Client Portal
- Collaboration Tools
- Communication Management
- Currency Conversion
- Custom Development
- Data Import/Export
- Data Synchronization
- Document Management
- Drag & Drop Interface
- Email Marketing Management
- Financial Analysis
- General Ledger
- Meeting Management
- Microsoft Outlook Integration
- Mobile Integration
- Monitoring
- Multi-Currency
- Multi-Location
- Performance Reports
- Permission Management
- Pipeline Management
- Ratings & Reviews
- Real Time Analytics
- Real Time Data
- Real Time Updates
- Reporting & Statistics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Search Functionality
- Tagging
- Template Management
- Third Party Integration
- Transaction History
- User Management
- Watermarking
Integrations
- Total integrations1
- Authorize.net
- Dropbox Business
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
- Total integrationsN/A
- Authorize.net
- Dropbox Business
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
Alternatives
Explore similar apps
BankSense vs. Backstop
See how BankSense and Backstop stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.
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