Panalitix Pricing, Features, Reviews & Comparison of Alternatives


Financial planning, monitoring and advisory software

  0 reviews

Panalitix overview

Panalitix is a financial planning, monitoring and business advisory tool for accountants, which allows users to monitor all of their clients’ performance and financial status on one dashboard, in real time. Users can customize the information they want to view, as well as the frequency of any email updates.

Integrations with cloud accounting applications, such as Xero and QuickBooks, enable automatic data sync, providing users with up-to-date figures, and allowing users to monitor clients’ KPI performance in real time. Panalitix alerts users of any KPI performance which has dropped below a preset threshold, enabling users to contact their clients flagging the issue, to arrange a meeting or propose corrective actions.


Pricing options
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

Panalitix screenshot: Panalitix integrates with multiple cloud accounting applications for automated data sync, but also allows manual data importPANALITIX Overview: Business Advisory Software for AccountantsPanalitix screenshot: The Panalitix firm dashboard allows users to track the performance of all their clients in one placePanalitix screenshot: Panalitix's client dashboard includes both monthly and year-to-date reviewsPanalitix screenshot: Panalitix users can view trend analysis graphs for each of their clients' businessesPanalitix screenshot: The Panalitix client dashboard includes advice for users, including suggested comments to make to clientsPanalitix screenshot: Panalitix uses color coded charts to allow users to view clients' performance at a glance

Panalitix reviews

There are currently no reviews of Panalitix.

Panalitix pricing

Pricing options
Free trial
View Pricing Plans

Pricing available on enquiry.

Panalitix features

API (117 other apps)
Accounting Integration (65 other apps)
Activity Dashboard (102 other apps)
Activity Tracking (64 other apps)
Automatic Notifications (86 other apps)
Automatic Reminders (74 other apps)
Billing & Invoicing (81 other apps)
Calendar Management (80 other apps)
Client Portal (61 other apps)
Customizable Reporting (75 other apps)
Data Import/Export (65 other apps)
Document Storage (62 other apps)
Electronic Payments (66 other apps)
Inventory Management (88 other apps)
Inventory Tracking (70 other apps)
Invoice Management (101 other apps)
Quote Management (61 other apps)
Reporting & Statistics (124 other apps)
Search Functionality (75 other apps)
Third Party Integration (87 other apps)

Additional information for Panalitix

Key features of Panalitix

  • Real-time KPI monitoring
  • KPI alerts
  • Email alerts
  • Consolidated dashboard
  • Data auto-sync
  • Manual data entry support
  • Three-way rolling cashflow forecast
  • Forecast monitoring
  • Growth equations
  • Financial review
  • Performance summary
  • Trend analysis dashboard
  • Online video training
  • Customizable branding
  • Forecast creation tool
  • TRUST web app
View All Features


All client information consolidated onto a single dashboard, regardless of what accounting software they are using

Client alert emails can be sent to users as frequently as desired, informing them of how clients are tracking on their KPIs without the need to check the dashboard

Automated alerts inform users when KPI results drop below preset values

Integrations with Xero, QuickBooks and MYOB allow data to auto-sync, giving up-to-date information on how clients’ businesses are performing. For clients without cloud-based accounting software, users can still manually import data for use in reporting and forecasting

The Panalitix TRUST web app integrates with users’ websites, and produces reports outlining current business position with automatically generated recommendations - based on information provided by clients or prospective clients in the online assessment - allowing users to create an implementation plan to achieve the client’s objectives