Reporting features help pin expenses and also give insights on where they can be optimized. We examined if the listed platforms had features to help analyze the expenses a company accumulates. When we tested the expense management software we included a comparison of features that comply and ensure secure and controlled expense management. We made sure we included automated workflows when evaluating the expense managers on the list.įinancial reporting and accounting need to follow certain regulations. It cuts processing time and reduces errors.
Working with software that automates your job makes all the difference. We tested the core features of each software to ensure they covered users’ needs. The expense report tools such software builds the spine of expense management systems. To test the software we checked the basic features an expense management software needs to have. We looked at the pricing models and types of plans the expense management software provided and if it corresponded to the value it brought.Īnd lastly, we gave our verdict based on our research.We checked if additional features were available.We compared the basic features of each of the software.We checked the knowledgebase and how helpful the information there was.
all in one place and under the hood of a professionally looking interface.
Upmterics had it all from all tools at your fingertips from writing text, styling, and inserting beautiful plots/figures or even to work with sheets similar to Excel. I've tried most apps out there including LivePlan, Bizplan, and Cuttles, and found them all either frustrating or missing something critical. The support responds to emails and questions quickly, this is important too! I have high hopes that they will include many outstanding features in the future.Īfter trying Upmetrics, I wish to highly recommend this app to anyone who cares about security and requires writing a business plan flexibly and to a very high standard. This is important as we are not working on the software installed on our computers but a web-based application. The web app itself is very smooth to load, it's not lagging at all, very responsive. Imagine a website builder but for a business plan. Making my template, there are useful hints/ tips throughout the page.
The template gives me an idea about what I should include and how to write them. Upmetrics made it easy for me to put up my finance, funding, and other financial-related things into the business plan. One of the most important sections of a business plan is financial planning. It comes with a sample template, helpful tips, and very well-written documentation. This web app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck, and many more.