Name: Treasy
Price: 197.19 USD
Author: Treasy

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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Treasy is a software solution designed to streamline budgeting and financial planning processes for companies of various sizes. According to the vendor, Treasy caters to the needs of controllers, CFOs, finance directors, business owners, and entrepreneurs across industries such as manufacturing and services. The product offers features that include budget creation, financial reporting, data integration, scenario planning, collaboration, and more, aiming to empower organizations to make informed, data-driven decisions and achieve their financial goals.

## Key Features

**Budgeting and Financial Planning**: According to the vendor, Treasy helps streamline the budgeting process by allowing users to create detailed budgets and forecasts, track actual financial performance against budgets, and generate variance analysis reports.

**Financial Reporting**: The vendor claims that Treasy enables users to create customizable financial reports, including balance sheets, income statements, and cash flow statements. Users can analyze financial data and trends, and compare actual performance to budgeted targets.

**Data Integration**: According to the vendor, Treasy seamlessly integrates with ERP systems and accounting software, allowing users to automatically import financial data, ensuring accuracy and consistency.

**Scenario Planning**: The vendor states that Treasy allows users to create multiple scenarios to analyze different business outcomes and assess the impact of changes in variables such as sales, costs, and investments. Users can evaluate the financial implications of different strategic decisions.

**Collaboration and Workflow**: According to the vendor, Treasy enables multiple users to collaborate on the budgeting process, assign tasks and responsibilities to team members, and track progress to ensure accountability.

**Dashboards and KPIs**: The vendor claims that Treasy provides interactive dashboards to visualize key financial metrics and performance indicators. Users can monitor real-time data and track progress towards goals, facilitating data-driven decision-making.

**Expense Management**: According to the vendor, Treasy allows users to track and manage expenses across different departments, set budget limits, monitor spending, and generate expense reports to analyze spending patterns.

**Forecasting and Predictive Analytics**: The vendor states that Treasy utilizes historical data to forecast future financial performance. Users can apply predictive analytics to identify trends and patterns, helping them make informed decisions based on accurate financial projections.

**Compliance and Audit Trail**: According to the vendor, Treasy helps maintain a complete audit trail of budgeting and financial planning activities, ensuring compliance with financial regulations and standards. Users can track changes and revisions made to budgets and forecasts.

**Data Security and Privacy**: The vendor claims that Treasy implements robust security measures to protect sensitive financial data. The product also aims to comply with data privacy regulations and standards, safeguarding confidential information from unauthorized access.

**Automation and Efficiency**: According to the vendor, Treasy automates repetitive tasks and calculations, reducing manual data entry and errors. The product aims to improve efficiency and productivity in the budgeting process.

Basic

PlanGuru App

PlanGuru Desktop

PlanGuru

Float is a cash flow forecasting solution that is designed to integrate with a company’s existing accounting software to create cash flow analytics.

Essential

Premium

Float Cash Flow

Treasy

Budgeting and Forecasting

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Budgeting Tools

Allot financial resources to guide your organization's spending

Automated Budgeting

Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

Financial Planning Collaboration

Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

Budget Customization

Customizable templates and forms for performance visualization

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Import & Export Tools

Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

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Budgeting and Forecasting Software

Treasy

Overview

What is Treasy?