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Compare Business Plan Pro vs Eze Software Investment Suite

What is better Business Plan Pro or Eze Software Investment Suite? To successfully get the most helpful and productive Accounting Software for your firm, you have to compare products available on the market. For instance, here it is possible to match Business Plan Pro’s overall score of 7.4 against Eze Software Investment Suite’s score of 7.7. You can even compare their general user satisfaction: Business Plan Pro (99%) vs. Eze Software Investment Suite (100%).

What’s more, you can assess their pros and cons feature by feature, including their contract conditions and prices. By comparing products you are improving your chances to select the right software for your requirements. It’s clear you should know your specific needs to realize which solution matches those needs.

Users who want to save some time or need a Accounting Software suggestion from our team might want to try out these top choices for the current year: NetSuite ERP, FreshBooks, Sage 50cloud.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.4

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $159.95

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Custom Templates
  • Over 500 sample plans
  • Visual Cash Planning
  • Market research and industry profiles
  • Detailed guidance
  • Business Valuation Tools
  • Import from Microsoft Excel
  • Thorough, error-free checking
  • Quarterly and 24-month Data
  • Plan vs. Actual
  • Business Management
  • Instant spreadsheets and charts
  • Easy financial forecasting
  • Tutorials, help, and expert advice
  • Simple export to PDF, Excel and Word
  • Format corresponds to those required by financial institutions, lenders and investors
  • Available to download for Mac and Windows
  • Extensive list of additional materials for SMBs

Pricing Info

It is available in two editions:

Premier – $159.95

  • Its top seller, with more tools you need to succeed.

Standard — $99.95

  • What you need to get started with your plan.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

1-800-229-7526

Integrations

  • Excel
  • QuickBooks Online

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

Remove the guesswork out of writing a business plan with Business Plan Pro.

Company Email

None@indicated

Contact No.

Company's Address

Palo Alto Software, Inc.
44 West Broadway
Suite 500
Eugene, OR 97401
United States

NOAWARDS
YET

SmartScore™

OUR SCORE 7.7

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Execution Management System
  • Investor Accounting
  • Order Management System
  • Portfolio Accounting
  • Commission Management
  • Compliance & Regulatory Reporting
  • Data Management
  • Investor & Portfolio Accounting
  • Market Data
  • Operations
  • Order Management
  • Portfolio Analytics & Modeling
  • Risk & Performance
  • Trade Execution & Analytics

Pricing Info

Eze Software Investment Suite’s enterprise pricing details are available by quote only. Contact Eze Software directly for detailed pricing information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Kriya Capital, Pax World Management, Salt Rock Capital Partners

Integrations

Eze Software’s best-of-breed applications can be combined together to create a robust, tightly integrated front-to-back solution, or integrated with third-party systems.

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

Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers.

Company Email

Contact No.

Company's Address

12 Farnsworth Street
Boston, MA 02210
USA

FreshBooks

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 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

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

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

In case you are still having second thoughts about which app will work best in your case it might be a good idea to examine each service’s social metrics. These metrics are frequently an indicator of how popular each solution is and how large is its online presence.For example, if you look at Business Plan Pro LinkedIn account you’ll find out that they are followed by 0 people. In case of Eze Software Investment Suite the volume of followers on their LinkedIn page is 7008.

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