Startegy - Overzicht
Wat is 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 - Overzicht
Prijzen
Prijsopties
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 - Functies
Screenshots
Startegy reviews
Startegy reviews
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.
Best dashboard experience ever!
Daily understanding of cashflow and cash forecasting!
This product provides a much needed visual of what is going on in the financials!
Really fun to use! Very Happy with it!
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.
Vergelijk de totaalscore met alternatieven
Vergelijk met alternatieven
Took Me From Barely Making Money After Taxes To Superbly Profitable
Pluspunten
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.
Minpunten
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.
Best dashboard experience ever!
Daily understanding of cashflow and cash forecasting!
Pluspunten
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.
Minpunten
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!!!
This product provides a much needed visual of what is going on in the financials!
Pluspunten
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.
Minpunten
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.
Really fun to use! Very Happy with it!
Pluspunten
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.
Minpunten
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.
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.
Vergelijk gebruikersaanbevelingen met alternatieven
Vergelijk met alternatieven
Prijzen van Startegy
Prijzen van Startegy
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: $12/month/company managed (minimum of 20 companies)
Vergelijk scores voor prijs-kwaliteitverhouding met alternatieven
Vergelijk met alternatieven
Startegy - Functies
Startegy - Functies
Vergelijk functiescores met alternatieven
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Categorieën
Categorieën
Video's en instructies
Video's en instructies
Aanvullende informatie voor Startegy
Aanvullende informatie voor Startegy
Voornaamste functies van Startegy
- Activity dashboard
- Collaboration tools
- Custom charts
- Dashboard creation
- Data visualization
- Financial analysis
- Financial projections
- Fundraising management
- Gamification
- Goal setting / tracking
- Income statements
- Investor management
- Performance management
- Performance reports
- Profitability analysis
- Real time data
- Sales analytics
- Status tracking
- Step-by-step wizard
- Third party integration
- Visual analytics
Pluspunten
Startegy - Veelgestelde vragen
Startegy - Veelgestelde vragen
Hieronder zie je enkele veelgestelde vragen over Startegy.
V. Welke prijsmodellen heeft Startegy te bieden?
Startegy kent de volgende prijsmodellen:
Vanaf: US$ 29,00/maand
Prijsmodel: Abonnement
Gratis proef: Beschikbaar
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)
V. Wat zijn de voornaamste functies van Startegy?
Startegy biedt de volgende functies:
- 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
V. Wat zijn de typische gebruikers van Startegy?
Startegy heeft de volgende typische klanten:
Klein bedrijf
V. Welke talen worden door Startegy ondersteund?
Startegy ondersteunt de volgende talen:
Engels
V. Welke prijsmodellen heeft Startegy te bieden?
Startegy kent de volgende prijsmodellen:
Abonnement
V. Biedt Startegy ondersteuning voor mobiele apparaten?
We hebben geen informatie over apparaten die door Startegy worden ondersteund
V. Met welke andere apps kan Startegy worden geïntegreerd?
Startegy kan worden geïntegreerd met de volgende toepassingen:
QuickBooks, QuickBooks Online
V. Welke mate van ondersteuning heeft Startegy te bieden?
Startegy biedt de volgende ondersteuningsopties:
Online ondersteuning
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.