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Toolpack

Toolpack

Overview

What is Toolpack?

Toolpack is a business intelligence and financial planning solution designed to optimize budgeting, reporting, and data analysis processes. According to the vendor, this software solution caters to companies of various sizes, ranging from small businesses to large enterprises. Finance and accounting...

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Pricing

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Basic

$49

Cloud
one-time fee

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Toolpack?

Toolpack is a business intelligence and financial planning solution designed to optimize budgeting, reporting, and data analysis processes. According to the vendor, this software solution caters to companies of various sizes, ranging from small businesses to large enterprises. Finance and accounting professionals, business analysts, financial controllers, CFOs, and non-profit organizations across various industries can benefit from the streamlined financial management and decision-making capabilities offered by Toolpack.

Key Features

Cloud Solutions: According to the vendor, Toolpack provides guidance and solutions based on Microsoft cloud technology, including assistance with the development and operation of cloud solutions. It aims to help create a modern collaboration platform using Microsoft 365, VIVA, Azure, and Intune.

FP&A - Power BI: The vendor claims that Toolpack offers a comprehensive solution for budgeting, forecasting, liquidity analysis, and monthly reporting, utilizing Excel and Power BI. It is designed to seamlessly integrate with Dynamics 365 BC, e-conomic, and Uniconta for automatic data retrieval. Users can take advantage of Power BI templates for interactive analysis and dashboards.

Unleash Your Potential: The vendor states that Toolpack provides a comprehensive service that covers all aspects, including support and maintenance for FP&A and Power BI, as well as Microsoft 365 operations and setup. It also offers licensing advice, agreement management, backup, and best practice security.

Data & Security: According to the vendor, Toolpack aims to build a secure platform that is easy to maintain and use. It utilizes Azure Active Directory and Microsoft Purview for secure identity verification and data management. Additionally, it leverages Windows 11 & 365 and Microsoft Defender for protection against security breaches. The vendor suggests that users can utilize Secure Score to identify and improve security levels.

Collaboration and Knowledge Sharing: The vendor claims that Toolpack integrates with Microsoft Teams to enhance collaboration and knowledge sharing. It allows users to design and customize layouts and charts of accounts in Toolpack 365. The system also seamlessly integrates with financial systems such as Dynamics 365 BC, e-conomic, and Uniconta. Microsoft Power BI is available for analysis and visualization of financial data.

Microsoft 365: According to the vendor, Toolpack enables safe collaboration and real-time creativity with Microsoft 365 apps like Teams, Word, Excel, and PowerPoint. It allows for easy file sharing and access across devices. Integration with Power BI and other Microsoft apps is also available to enhance productivity.

Microsoft Azure: The vendor states that Toolpack helps tailor IT operations to evolving markets with Azure. It offers flexible administration of mobile apps and proactive recommendations with Microsoft Intune. Users can safeguard Microsoft 365 and OneDrive data with Acronis Cloud Backup.

Microsoft Teams: According to the vendor, Toolpack maximizes hybrid work productivity with apps in Teams. It allows for the integration of partner or custom apps, robots, and automated workflows. The goal is to create a platform for communication, insights, purpose, and development with Microsoft VIVA Goals.

Microsoft Power BI: The vendor claims that Toolpack aims to foster a data-driven culture with business intelligence for everyone. It allows users to retrieve, process, and present financial data for robust analysis and decision-making. The use of Power BI templates is available for interactive analysis and visual dashboards.

Acronis Cyber Backup: According to the vendor, Toolpack offers secure backups to safeguard Microsoft 365 and OneDrive data. It allows for data restoration as needed, helping users avoid downtime. The vendor emphasizes the importance of ensuring the security of company data in the modern workplace.

Toolpack Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Windows
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