Información general sobre Startegy
¿Qué es 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.Información general sobre Startegy
Precio
Opciones de precios
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)
Funciones de Startegy
Capturas de pantalla
Opiniones de Startegy
Opiniones de Startegy
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.
Compara con las alternativas según la valoración global
Compara las alternativas
Took Me From Barely Making Money After Taxes To Superbly Profitable
Puntos a favor
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.
Puntos en contra
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!
Puntos a favor
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.
Puntos en contra
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!
Puntos a favor
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.
Puntos en contra
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!
Puntos a favor
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.
Puntos en contra
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.
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas
Precios de Startegy
Precios de 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: $12/month/company managed (minimum of 20 companies)
Compara las alternativas según la relación calidad-precio
Compara las alternativas
Funciones de Startegy
Funciones de Startegy
Compara con las alternativas según la valoración de características
Compara las alternativas
Categorías
Categorías
Vídeos y tutoriales
Vídeos y tutoriales
Más información sobre Startegy
Más información sobre Startegy
Funciones principales de Startegy
- Activity dashboard
- Collaboration tools
- Custom charts
- Dashboard creation
- Data visualization
- Financial analysis
- Financial projections
- Fundraising management
- Gamification
- Goal setting / tracking
- Income statements
- Investor management
- Performance management
- Performance reports
- Profitability analysis
- Real time data
- Sales analytics
- Status tracking
- Step-by-step wizard
- Third party integration
- Visual analytics
Beneficios
Preguntas frecuentes sobre Startegy
Preguntas frecuentes sobre Startegy
He aquí algunas preguntas frecuentes sobre Startegy.
P. ¿Qué tipo de planes de precios ofrece Startegy?
Startegy ofrece los siguientes planes de precios:
A partir de: 29,00 US$/mes
Modelo de precios: Suscripción
Prueba gratis: Disponible
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)
P. ¿Cuáles son las características principales de Startegy?
Startegy ofrece las siguientes características:
- 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
P. ¿Quiénes son los usuarios habituales de Startegy?
Los clientes habituales de Startegy son:
Empresas pequeñas
P. ¿Qué idiomas admite Startegy?
Startegy admite los siguientes idiomas:
Inglés
P. ¿Qué tipo de planes de precios ofrece Startegy?
Startegy cuenta con los siguientes planes de precios:
Suscripción
P. ¿Startegy es compatible con dispositivos móviles?
No tenemos información sobre los dispositivos compatibles con Startegy
P. ¿Con qué otras aplicaciones se integra Startegy?
Startegy se integra con las siguientes aplicaciones:
QuickBooks, QuickBooks Online
P. ¿Qué tipo de asistencia ofrece Startegy?
Startegy ofrece las siguientes opciones de asistencia:
Asistencia en línea
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.