Expex
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Cash management monitoring
- Smart alerts
- Transactions and statements
- Reporting with visual tools
- Financial health monitoring
- Bills and payments
- Savings management
Pricing Info
Pricing Info
Expex is offered in three monthly plans based on number of users, accounts and features.
Lite – Free
- 1 user
- 1 financial account
- Cash Manager
- 2 financial health elements
Premium – $19.50
- 1 user
- 3 financial accounts
- Cash Manager
- 4 financial health elements
- unlimited bills
- $.50 per ACH payments; $1.20 per check
- Find Savings feature
Pro – $29.50
- multiple users
- 20 financial accounts
- Cash Manager
- 10 financial health elements
- unlimited bills
- $.50 per ACH payments; $1.20 per check
- Find Savings feature
Integrations
Integrations
Expex integrates with QuickBooks Online and Desktop and acts as the bridge between the accounting software and your bank. With this integration, all your financial accounts are in one location, which gives you visibility on your cash balances and cash flow.
The vendor can be contacted for help to integrate epex with other accounting solutions, so long as the software provides an API key.
Expex data can also be exported to any accounting system.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Helps you monitor your running budget and overall financial health and automate billing and payment process.
Company Email
info@expexinc.com
Contact No.
Company's Address
950 New Loudon Road
Latham, NY 12110- USA
Expex Comparisons
Popular Expex Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Forecast up to 10 years, on monthly, quarterly or annual basis
- Unlimited number of projection workbooks
- QuickBooks & Excel import utilities
- Sub-schedules for added support
- Sub-Totaling feature to group and collapse/expand accounts
- Consolidate unlimited number of projections
- Integrated Financial Statement Structure
- Cash Flow Forecasting
- General Forecast methods
- Compute financial trends based on historical data
- Adjust prior period amounts by a percentage
- Make line items a percentage of other lines
- Compute amounts based on non-financial items
- Enter amounts you compute
- Link line items to an Excel spreadsheet
- Specialized Forecast Methods
- Automatically amortize notes payable
- Line of credit automatically advances and pays off line
- Compute accounts receivable based on average days to collect
- Compute accounts payable based on average days to pay
- Automatically expense prepaid expenses
- Handles withheld and accrued taxes
- Create 2 user defined taxes based on income
- Custom Forecasting using Non-Financial Data
- Add Comments to explain forecasting decisions
- Auto and Custom Financial Ratios
- Auto computes Break Even Analysis
- Business Valuation Tool
- Run Reports to PDF or Excel
- Balance Sheet Income Statement, Statement of Cash Flow
- Budget vs Actual reports
- Ratio reports
- Assumptions and comments reports
- Non-financial items report
- Break even analysis report
- Engagement Tool for professional accountants
Pricing Info
Here are the details about PlanGuru cost:
PlanGuru is a proprietary software sold through a one-time licensing fee. It is available in two packages:
PlanGuru Startup ($99) Allows you to create forecasts for up to 10 years with a fully integrated balance sheet, income statement, and statement of cash flows, and more.
PlanGuru Basic ($399) Startup features plus 60 day money back guarantee, QuickBooks & Excel import utilities, and more.
PlanGuru Enhanced ($799) Basic features plus sub-totaling feature to group accounts; consolidate unlimited no. of projections; business valuation tool; engagement tools for professional accountants; and more.
Optional cloud-hosting, analytics, advanced reporting, and training package are available.
Integrations
- Microsoft Excel
- QuickBooks
- PlanGuru Cloud
- Advanced Reporting
- PlanGuru Analytics
- PlanGuru Launch (product and training package)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Summit CPA Group, MSN Associates, Graf Repetti & Co., LLP, CCS Presentation Systems, Sellstate Regency Realty, Ramsden Industries Limited, Valley of the Sun YMCA
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Designed to help companies and nonprofits make more accurate decisions with its high-level forecast and detailed multi-departmental operating budget tools.
Company Email
sales@planguru.com
Company's Address
150 Grand St.3rd Floor
White Plains, NY 10601
PlanGuru Comparisons
Popular PlanGuru Alternatives
When you pick a product that you think will be an actual asset for your team you shouldn’t just limit yourself to what experts have to say about it. Quite frequently individual experience with the product may be different, depending on specific preferences and needs. That’s why in our reviews we also give our User Satisfaction Rating for each product to give you a reliable overview of how real users of Expex and PlanGuru estimate their contact with the product. Our system is built around detailed analysis of product appearances on other sites, social media and blogs, so you are going to obtain a complete and reliable landscape of what other customers think about each solution. In this example Expex has a total satisfaction rating at 98% while for PlanGuru 88% of people claim they had a positive experience with it.
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