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Panalitix

Financial planning, monitoring and advisory software

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Panalitix Pricing, Features, Reviews and Alternatives

Panalitix FAQs

Q. Who are the typical users of Panalitix?

Panalitix has the following typical customers:
Mid Size Business, Small Business


Q. What languages does Panalitix support?

Panalitix supports the following languages:
English


Q. Does Panalitix offer an API?

No, Panalitix does not have an API available.


Q. What other apps does Panalitix integrate with?

Panalitix integrates with the following applications:
MYOB Business, Quickbooks Online, Xero


Q. What level of support does Panalitix offer?

Panalitix offers the following support options:
Phone Support, Email/Help Desk

Panalitix product overview

What is Panalitix?

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.

Key benefits of using Panalitix

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

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk

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Panalitix features

Functionality

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Total features

1

3 categories

Most valued features by users

Forecasting

Functionality contenders

Panalitix users reviews

Overall rating

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Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

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