Name: firmTRAK
Price: 49 USD
Author: firmTRAK

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Software Repositories

Development

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Enterprise Generative AI

Visual Collaboration

Enterprise

Accounting

Revenue Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

C/C++ Integrated Development Environments

Cloud Storage

Cybersecurity Consulting

Data Center Infrastructure Management

Data Quality

Data Virtualization

Desktop Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Hadoop-Related

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

MLOps

Managed Public Cloud Infrastructure

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Process Mining

Relational Databases

Security Awareness Training

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Consumer Ratings & Reviews

Content Management

Email Marketing

Event Registration

Landing Page

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Construction Accounting

Hotel Management

Library Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Telemedicine

Utilities

Vertical-Specific

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firmTRAK is a cloud-based bookkeeping and reporting solution designed to provide precise financial reporting and data visualization for small businesses, including law firms, e-commerce businesses, small businesses, and building trades. According to the vendor, firmTRAK offers expertise in cloud accounting software tools, legal CRM programs, payroll integration, and comprehensive historical clean-up services. This versatile solution aims to cater to the specific needs of various professions and industries, with a focus on solo practitioners to mid-sized firms.

**Cloud Accounting Software Experts**: According to the vendor, firmTRAK provides specialized knowledge in cloud accounting software tools like QuickBooks Online and Xero, enabling efficient handling of daily financial tasks for small businesses.

**Cloud Legal CRM Experts**: According to the vendor, firmTRAK specializes in legal CRM programs such as PracticePanther and CLIO, facilitating consumer billing management and real-time access to client trust balances and outstanding invoices.

**Cloud Payroll Integration Experts**: According to the vendor, firmTRAK possesses extensive experience in seamlessly integrating cloud-based payroll solutions like Gusto, effectively managing diverse payment scenarios and optimizing expense management.

**Training**: According to the vendor, firmTRAK offers staff training and evaluates data collection, document management, and financial procedures to enhance business operations.

**Historical Clean Up**: According to the vendor, firmTRAK provides comprehensive historical clean-up services to outsource bookkeeping and enhance overall effectiveness.

**Full Bookkeeping and Reporting**: According to the vendor, firmTRAK becomes an integral part of the team, accessing data from various operating systems to deliver accurate bookkeeping and reporting.

**3-Way Trust Accounting and Audits**: According to the vendor, firmTRAK ensures compliance with major state bar associations by conducting thorough 3-way trust reconciliations.

**Budget Creation Assistance**: According to the vendor, firmTRAK assists small businesses in setting goals by developing budgets and analyzing existing profit margins.

**Commitment to Prompt Communication**: According to the vendor, firmTRAK prioritizes prompt communication, aiming to provide timely and reliable responses to customer inquiries.

**Customer Invoice Payment Matching**: According to the vendor, firmTRAK accurately matches customer payments to invoices, ensuring precise sales recording and reconciliation of payments from various merchant processors.

Basic

Viewer

Standard User

Developer

ANTserver

Business Intelligence Accelerator

TARGIT

Personal

Team

Department

Organization

Clear Analytics

firmTRAK

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BI Platform

Administration via Windows App

Administration via MacOS App

Administration via Web Interface

Live Connection to External Data

Snapshot of External Data

In-memory data model

OLAP (Pre-processed cube representation)

ROLAP (SQL-layer querying)

Multi-Data Source Reporting (Blending)

Data warehouse / dictionary layer

ETL Capability

ETL Scheduler

Supported Data Sources

Data sources that can be consumed by the application.

MS Excel Workbooks

Text Files (CSV, etc)

Oracle

MS SQL Server

IBM DB2

Postgres

MySQL

ODBC

Cloudera Hadoop

Hortonworks Hadoop

EMC Greenplum

IBM Netezza

HP Vertica

ParAccel

SAP Hana

Teradata

Sage 500

Salesforce

Google Analytics

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Integration with R or other statistical packages

Integration with the open-source R predictive modeling environment.

Report sharing and collaboration

Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

Publish to Web

Publish to PDF

Output Raw Supporting Data

Report Versioning

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Scheduling

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

Delivery to Remote Servers

Ability to deliver reports to remote servers

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Pre-built visualization formats (heatmaps, scatter plots etc.)

Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

Location Analytics / Geographic Visualization

Location analytics is the visualization of geographical or spatial data.

Predictive Analytics

Predictive Analytics is the ability to build forecasting models based on existing data sets.

Support for Machine Learning models

Machine learning refers to computer programs that can learn when exposed to new data.

Pattern Recognition and Data Mining

Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.

Access Control and Security

Access control means being able to determine who has access to which data.

Multi-User Support (named login)

Named model access means that users have access based on name and password.

firmTRAK

Overview

What is firmTRAK?