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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.
Typical customers
Platforms supported
Support options
Value for money
5.0
/5
6
Starting from
29
Per month
Value for money contenders
Functionality
4.8
/5
6
Total features
18
3 categories
Functionality contenders
Overall Rating
4.8
/5
6
Positive reviews
100
%
Overall rating contenders
Richard R.
Used daily for 6-12 months
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Daily understanding of cashflow and cash forecasting!
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.
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!!!
Jared S.
1-10 employees
Used daily for less than 6 months
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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.
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.
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.
Verified reviewer
Used weekly for less than 6 months
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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.
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.
John B.
Accounting,
Used weekly for 6-12 months
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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.
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.
Jim T.
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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.
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