Startegy

Startegy

Data visualization for business finances

4.8/5 (6 Bewertungen)

Startegy Übersicht

Was ist Startegy?

Startegy is a data visualization tool designed to help businesses manage and track their finances with customizable dashboards, goal setting and tracking, income statements, real-time data, QuickBooks integration, and more. Accountants and bookkeepers can also manage their clients’ companies from one central dashboard using the Startegy Accountants version. With Startegy, businesses can track and manage their finances through data visualization and dashboards. The fully customizable dashboard provides reports on the metrics that are most important to the business, ranging from expense breakdowns to total owner’s equity, and data is provided in simple graphs and charts to aid with understanding. Businesses can set up financial goals within Startegy and track the progress of each goal using visual progress bars and gamification. Deadlines can be implemented for each goal and users are rewarded with badges and achievements each time a milestone is reached. Goals can be based on key performance indicators (KPIs) such as income, net profit, net profit margin, expenses, cash on hand, and much more, and status indicators alert users to whether they are 'ahead', 'on track', or 'behind' with their goals. Integration with QuickBooks Online means that financial changes are reflected in Startegy in real time to ensure reports, goals, and visualizations are always accurate and up-to-date. Startegy can also be used by accountants and bookkeepers to manage all of their clients’ companies in one place, and it integrates with QuickBooks Accountant so that all client data can be synced automatically. Dashboards can be created and accessed for multiple companies, to aid accountants with tracking all of their clients’ finances.

Startegy Übersicht

Preis

Beginnt ab
29,00 $/Monat

Preisoptionen

Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

14 day free trial - no credit card required.

$29/month (billed monthly) or $19/month for the annual plan ($228 billed annually)

For accountants and bookkeepers:

Single: $17/month/company managed

10 companies: $10/month/company managed (purchase in increments of 10)

White Label: $12/month/company managed (minimum of 20 companies)


Startegy Funktionen

Geräte
Unternehmensgröße
K M G
Märkte
Vereinigte Staaten von Amerika
Unterstützte Sprachen
Englisch

Screenshots

Startegy Screenshot: Visualize the most important business metrics from the customizable dashboard
Startegy Screenshot: Visualize the most important business metrics from the customizable dashboard Startegy Screenshot: Strategy provides users with financial reports and charts using real-time data Startegy Screenshot: Set financial goals and track progress as individuals or teams

Startegy Bewertungen

Startegy Bewertungen

Gesamtbewertung
4.8
/
5 6 Nutzerbewertungen
Ausgezeichnet
5

Sehr gut
1

Durchschnitt
0

Gering
0

Schlecht
0

Preis-Leistungs-Verhältnis
5
Funktionen
4.8
Bedienkomfort
5
Kundenbetreuung
5
100% haben diese Anwendung empfohlen
Jared S.

Took Me From Barely Making Money After Taxes To Superbly Profitable

Being in a competitive industry, I thought that I could just break through and defy the odds because I work hard and am reasonably smart. The thing is, an entrepreneur needs more than 24 hours each day to develop all of their ideas.

Startegy helps you get all of your info into one place and then takes you from 0 to 60 without the sweat and agony of doing all of that on your own. I try to limit my subscription services, but this is one that I cannot live without. It pays for itself easily each month and eliminates the need for me to hire and train someone to do most of what it does for me.

This is no sales pitch, but if you are serious about reaching your goals, you can reinvent the wheel or you can buy some tires from Startegy and get moving down the road to success and freedom.


Mit Google übersetzen
Richard R.

Best dashboard experience ever!

Daily understanding of cashflow and cash forecasting!


Mit Google übersetzen
John B.

This product provides a much needed visual of what is going on in the financials!


Mit Google übersetzen
Verifizierter Rezensent

Really fun to use! Very Happy with it!


Mit Google übersetzen
Jim T.

Great software that is getting better every day

Clean, easy to sign up and definitely affordable! I am a CPA and am required to do this kind of forecasting all the time. For business owners that like to do this themselves, Strategy is amazing.


Mit Google übersetzen
Jared S.
Untern. Größe: 2-10 Mitarbeiter
Mit Google übersetzen

Took Me From Barely Making Money After Taxes To Superbly Profitable

Täglich für 1-5 Monate genutzt
Bewertet am 6.1.2017
Quelle der Bewertung: Capterra

Being in a competitive industry, I thought that I could just break through and defy the odds because I work hard and am reasonably smart. The thing is, an entrepreneur needs more than 24 hours each day to develop all of their ideas.

Startegy helps you get all of your info into one place and then takes you from 0 to 60 without the sweat and agony of doing all of that on your own. I try to limit my subscription services, but this is one that I cannot live without. It pays for itself easily each month and eliminates the need for me to hire and train someone to do most of what it does for me.

This is no sales pitch, but if you are serious about reaching your goals, you can reinvent the wheel or you can buy some tires from Startegy and get moving down the road to success and freedom.

Vorteile

The integration is tops. The data is at my fingertips and I am able to see the many aspects of my business in a quick 5 minute review.

Nachteile

On one of my devices I have issues getting the pages to load in the proper format, but I actually believe that that is an issue with my device and not Startegy.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Richard R.
Mit Google übersetzen

Best dashboard experience ever!

Täglich für 6-12 Monate genutzt
Bewertet am 1.5.2018
Quelle der Bewertung: Capterra

Daily understanding of cashflow and cash forecasting!

Vorteile

I get a complete snapshot of all of the money in my business. No other software gives me the detail I need in an easy to read format. I can also set company goals, both short term and long term.

Nachteile

Nothing!!! Everything about the software is great. I have used the software for many months and the additions that are made (very regular updates) are thoughtful and insightful. Keep growing, Startegy!!!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

John B.
Branche: Buchhaltung
Mit Google übersetzen

This product provides a much needed visual of what is going on in the financials!

Wöchentlich für 6-12 Monate genutzt
Bewertet am 8.5.2018
Quelle der Bewertung: Capterra

Vorteile

I like how easy it is to use. I like that my clients who don't really love getting into their numbers can now see with visuals what is going on. They are paying more attention to those key factors now that this product makes it easy to do.

Nachteile

I can't think of anything. It's easy to use. They keep adding more metrics that an owner can track. I don't have anything negative to say.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Verifizierter Rezensent
Mit Google übersetzen

Really fun to use! Very Happy with it!

Wöchentlich für 1-5 Monate genutzt
Bewertet am 30.4.2018
Quelle der Bewertung: Capterra

Vorteile

I can quickly see how my business is doing without getting distracted by invoices and normal QB functionality, keeps the convo focused on goals and results.

Nachteile

We had trouble logging in the first couple times with QB, but they've since fixed it. This isn't a complete financial report but keep our conversations focused in our board meetings.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Jim T.
Mit Google übersetzen

Great software that is getting better every day

Bewertet am 31.12.2016
Quelle der Bewertung: Capterra

Clean, easy to sign up and definitely affordable! I am a CPA and am required to do this kind of forecasting all the time. For business owners that like to do this themselves, Strategy is amazing.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Nutzerempfehlung
10/10
Basierend auf 6 Benutzerbewertungen
Vergleiche Nutzerempfehlungen mit Alternativen
Mit Alternativen vergleichen

Startegy Preis

Startegy Preis

Beginnt ab
29,00 $/Monat
Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

14 day free trial - no credit card required.

$29/month (billed monthly) or $19/month for the annual plan ($228 billed annually)

For accountants and bookkeepers:

Single: $17/month/company managed

10 companies: $10/month/company managed (purchase in increments of 10)

White Label: $12/month/company managed (minimum of 20 companies)

14 day free trial - no credit card required.

$29/month (billed monthly) or $19/month for the annual plan ($228 billed annually)

For accountants and bookkeepers:

Single: $17/month/company managed

10 companies: $10/month/company managed (purchase in increments of 10)

White Label: $12/month/company managed (minimum of 20 companies)

Preis-Leistungs-Verhältnis
5/5
Basierend auf 6 Benutzerbewertungen
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen

Startegy Funktionen

Startegy Funktionen

API
Abrechnung & Rechnungsstellung
Aktivitäts-Dashboard
Anpassbare Berichterstellung
Audit Trail
Automatische Benachrichtigungen
Berichterstattung und Statistik
Compliance Management
Daten-Import / -Export
Echtzeit-Daten
Elektronische Zahlungen
Finanzanalyse
Integration in die Buchhaltung
Integration von Dritten
Kostenverfolgung
Mehrere Währungen
Rechnungsführung
Rechnungsmanagement
Rechnungsverarbeitung
Workflow-Management
Funktionen
4.8/5
Basierend auf 6 Benutzerbewertungen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen

Kategorien

Videos und Anleitungen

Videos und Anleitungen

Zusätzliche Informationen für Startegy

Zusätzliche Informationen für Startegy

Schlüssel-Features von Startegy

  • Activity dashboard
  • Collaboration tools
  • Custom charts
  • Dashboard creation
  • Data visualization
  • Financial analysis
  • Financial projections
  • Fundraising management
  • Gamification
  • Goal setting / tracking
  • Income statements
  • Investor management
  • Performance management
  • Performance reports
  • Profitability analysis
  • Real time data
  • Sales analytics
  • Status tracking
  • Step-by-step wizard
  • Third party integration
  • Visual analytics

Vorteile

  • Create a customized dashboard to display key business metrics. The pre-assembled Startegy dashboards provide users with the data they need at-a-glance.

  • Integrate with QuickBooks Online QBO and QuickBooks Desktop businesses in order to synchronize data to Startegy in real time and update data visualizations instantly.

  • Receive real-time data in Startegy with instant updates to charts, graphs, and goals. There’s no need to wait for data to refresh as it happens in real time through third party integrations.

  • Visualize data with color-coded, easy-to-read graphs and charts. Startegy aims to make it easy to understand data and identify correlations through visual representation. See if marketing spend is correlated with higher sales with just one visual, and compare other metrics.

  • Set goals and track progress with gamification and real-time data. Individuals and teams can work on a goal and are rewarded with achievement badges when targets are reached.

  • Startegy Häufig gestellte Fragen

    Startegy Häufig gestellte Fragen

    Weiter unter folgen häufig gestellte Fragen über Startegy.

    F. Welche Preispläne bietet Startegy an?

    Startegy bietet folgende Kostenpläne an:

    Beginnt ab: 29,00 $/Monat

    Preismodell: Abonnement

    Gratis Testen: Verfügbar

    14 day free trial - no credit card required. $29/month (billed monthly) or $19/month for the annual plan ($228 billed annually) For accountants and bookkeepers: Single: $17/month/company managed 10 companies: $10/month/company managed (purchase in increments of 10) White Label: $12/month/company managed (minimum of 20 companies)

    F. Was sind die Hauptfunktionen von Startegy?

    Startegy bietet die folgenden Funktionen:

    • Activity dashboard
    • Collaboration tools
    • Custom charts
    • Dashboard creation
    • Data visualization
    • Financial analysis
    • Financial projections
    • Fundraising management
    • Gamification
    • Goal setting / tracking
    • Income statements
    • Investor management
    • Performance management
    • Performance reports
    • Profitability analysis
    • Real time data
    • Sales analytics
    • Status tracking
    • Step-by-step wizard
    • Third party integration
    • Visual analytics

    F. Wer sind die typischen Nutzer von Startegy?

    Startegy hat die folgenden typischen Kunden:

    Kleine Unternehmen

    F: Welche Sprachen werden von Startegy unterstützt?

    Startegy unterstützt die folgenden Sprachen:

    Englisch

    F. Welche Preispläne bietet Startegy an?

    Startegy hat folgende Preismodelle:

    Abonnement

    F. Unterstützt Startegy mobile Geräte?

    Wir haben keine Informationen darüber, welche Geräte Startegy unterstützt

    F. Mit welchen anderen Applikationen integriert Startegy?

    Startegy kann in folgende Anwendungen integriert werden:

    QuickBooks, QuickBooks Online

    F. Welche Varianten der Kundenbetreuung bietet Startegy an?

    Startegy bietet folgende Optionen für Kundensupport:

    Online-Support