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Details

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Advise Main Features

• Easy Sharing
  You can quickly share reports as PDF, Excel, or CSV files, or securely share with your team based on permissions, suitable for meetings or stakeholders.
• Access Control
  Advise lets you control who can see what by setting permissions at different levels, so each team member sees only what they need.
• Data Traceability
  You can click on numbers to see the detailed source behind them, ensuring complete transparency in your reports.
• Dashboard Building
  You can create custom dashboards in minutes by dragging and dropping widgets to display your financial data visually.
• Ready-Made Reports
  Advise offers powerful reports right after connecting your data, with views like Budget, Actuals, Cash Flow, and Year-over-Year analysis.
• Easy Data Structuring
  You can organize your data simply by dragging and dropping accounts into categories like Sales, Costs, and Expenses to match your business structure.
• Historical Data Import
  Advise can import up to five years of past data to give a complete view of your business performance.
• Seamless Data Integration
  Advise connects easily to your ERP or sales platform in minutes and automatically updates data without manual work.
• Built-in AI Analyst (Roger)
  Roger is an AI assistant built into Advise that explains your data, spots risks, compares periods, predicts results, and writes summaries in seconds.
• Business Intelligence and Dashboards
  Advise combines financial and operational data into clear reports and real-time dashboards to help you see your business clearly and make quick decisions.

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Advise Alternatives

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Technologies Used

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