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Compare Bix2X vs Salesforce Financial Services Cloud

What is better Bix2X or Salesforce Financial Services Cloud? The ideal Accounting Software is a program that can tackle your company’s specific needs. It is possible to identify which solution works really with your industry if you examine numerous products before you decide which one is the best.

For instance, Bix2X and Salesforce Financial Services Cloud are scored at 8.0 and 8.8, respectively, for all round quality and performance. Likewise, Bix2X and Salesforce Financial Services Cloud have a user satisfaction rating of 100% and 98%, respectively, which suggests the general feedback they get from customers. Even better, talk to a current customer of the software and solicit their opinion about the software in question.

Currently, the most popular solutions in our Financial Reporting Software category are: FreshBooks, Zoho Books, Sage 50cloud.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Bank Statement Analyzer
  • Data Collection/Machine Learning AI
  • Mobile-Friendly
  • SOC-2 Certification
  • Personalized Feedback
  • Post Loan Monitoring
  • Early Warning Alerts
  • Natural Language Processing (NLP)
  • Image Recognition
  • Open API

Pricing Info

Biz2X offers the Bix2X Enterprise and Biz2X Pro packages to interested users at variable enterprise pricing. Banks interested in using the platform can contact the company for a demo and a quote.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

HSBC, Popular Bank, Australian Finance Group

Integrations

Biz2X can be easily integrated with any CRM software or client software the company has in place.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Biz2X is a platform ideal for medium businesses and large enterprises handling small business loans.

Company Email

info@biz2x.com

Contact No.

Company's Address

Popular Alternatives

Product Name
Score

NOAWARDS
YET

SmartScore™

OUR SCORE 8.8

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Einstein Analytics
  • B2C Client Data Model
  • Client and Household Profiles
  • Financial Goal Management
  • Wallet Share Calculations
  • Client and Household List Segmentation
  • Needs Assessment Options
  • Alerts/Notifications
  • Advisor Home Page
  • Household and Relationship Groups
  • Relationship Mapping
  • Financial Account Management (Wealth and retail Banking)
  • Custom Financial Rollup Summaries
  • Wealth Reports and Dashboards
  • Referral Management
  • Banker Console
  • Banking Data Model Extensions
  • Flexible Integration Options
  • Account and Contact Management
  • Advanced Case Management
  • Case Email Auto-Response
  • Case Management
  • Chatter Options
  • Collaborative Forecasting
  • Configurable Profiles
  • Computer Telephony Integration (CTI)
  • Developer Sandbox
  • Email Integration
  • Enterprise Territory Management
  • Integration via Web Service API
  • Lead Management
  • Opportunity Tracking
  • Orders Management
  • Task Management
  • Workflow Automation

Pricing Info

Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Farmers Insurance, OneUnited Bank, United Capital, and Central Bank

Integrations

Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.

Company Email

Contact No.

Company's Address

The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States

Popular Alternatives

Product Name
Score

Sage 50cloud

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.6

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $44.97

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Activity dashboard
  • Activity tracking
  • Automate purchase orders
  • Automated backup
  • Automated billing
  • Bank reconciliation
  • Batch processing
  • Billing & invoicing
  • Budgeting & forecasting
  • Cash flow statement
  • Collaboration tools
  • Consolidate financials
  • Contact database
  • Contact management
  • Control budgets and departments
  • Custom pricing
  • Customizable branding
  • Customizable templates
  • Drag & drop interface
  • Electronic payments
  • Financial analysis
  • Financial management
  • Forecasting
  • Inventory management & optimization
  • Invoice management & processing
  • Job costs, estimates, and invoicing
  • Mobile integration
  • Multi-currency
  • Order management & tracking
  • Pay bills electronically, print paper checks
  • Project budgeting
  • Project time tracking
  • Purchase order management
  • Purchasing
  • Quote management
  • Receipt management
  • Sales orders
  • Supplier management
  • Tax management
  • Templates
  • Transfer management
  • Trend analysis

Pricing Info

Sage 50cloud offers three enterprise pricing packages for users to choose from.

Here are the details of each plan:

Sage 50cloud Pro Accounting – $44.97 per month or $447.78 per year

Essentials Accounting

  • 1 user
  • Organize your finances
  • Pay bills and get paid
  • Manage cash flow and costs
  • Anytime, anywhere cloud access
  • Microsoft Office 365 integration

Sage 50cloud Premium Accounting – $69.62 per month or $692.58 per year

Advanced Accounting

  • 1 user
  • Plan and track inventory
  • Manage jobs and expenses
  • Add more users and controls
  • Anytime, anywhere cloud access
  • MS Office 365 integration

Sage 50cloud Quantum Accounting – $175.87 per month or $1763.58 per year

In-depth Accounting

  • 3 users
  • Enterprise-level accounting
  • Fast processing, up to 40 users
  • Industry-specific features
  • Anytime, anywhere cloud access
  • MS Office 365 integration

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Cocofina

Integrations

Sage 50cloud integrates with the following business systems and applications:

  • Bill.com
  • BQE Core
  • Microsoft Excel
  • Microsoft Office 365
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • QCommission
  • Realtrac
  • Skype

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Desktop & cloud accounting software that offers built-in anytime, anywhere cloud access applications.

Company Email

Contact No.

Company's Address

271 17th Street Northwest
Atlanta, Georgia 30363
USA

Both Bix2X and Salesforce Financial Services Cloud were reviewed by a team of independent SaaS experts who conducted a detailed examination of all crucial aspects of every solution. Their final rating was calculated by means of unique SmartScore model which calculates a separate partial score to every factor such as: main functionalities, customer support, mobile support, security, user satisfaction and reviews in other media. We know useful features are not the only thing essential to a company so we do our best to pay attention to all sides of a software prior to coming up with its final score.

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