TrustRadius: an HG Insights company

Worklair

Score10 out of 10

1 Reviews and Ratings

Features

Top Performing Features

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 7.9

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 7.6

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 7.3

  • Custom reports

    Users can create custom reports.

    Category average: 7.3

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 7.9

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 7.6

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 7.3

  • Custom reports

    Users can create custom reports.

    Category average: 7.3

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.2

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.1

  • Global Financial Support

    Account using multiple ledgers, multiple currencies, and multiple entities

    Category average: 7.8

  • Standardized Processes

    Centralize financial management to facilitate standardized financial processes

    Category average: 8

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

  • Billing Management

    Access role-based billing work area, perform discrete and recurring billing

    Category average: 7.9

  • Budgetary Control & Encumbrance Accounting

    Control spending at any budget level or time interval

    Category average: 7.1

  • Period Close

    Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

    Category average: 8.1

Project Execution Management

Project execution management solution including capabilities for project scheduling, resource management, and team member task management.

  • Project Planning and Scheduling

    Interactive Gantt chart for establishing tasks, durations, and delivery schedule

    Category average: 7.3

  • Task Insight for Project Managers

    Project manager visibility into task progress of team members

    Category average: 7.3

Product Lifecycle Management

Product Lifecycle Management solution with capabilities for innovation management, product development

  • Proposal Management

    Capture budget, resource, and benefit expectations for proposals

    Category average: 6.7