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Compare Eze Software Investment Suite vs ExpensePoint

What is better Eze Software Investment Suite or ExpensePoint? We are here to improve the whole process of contrasting Accounting Software products for you. For instance, on this page you can look at the overall performance of Eze Software Investment Suite (7.7) and compare it with the overall performance of ExpensePoint (7.8). It's also possible to match their overall user satisfaction rating: Eze Software Investment Suite (100%) vs. ExpensePoint (100%).

Furthermore, research their functions in detail to find out which product can better tackle your company’s requirements. In general, any B2B software has to let you to quickly view the big picture, at the same time giving you easy access to the details.

We realize that not all companies have enough time to try out dozens of different solutions, so we prepared a list of recommendations that you may find useful. Our top choices for the Accounting Software category are: Sage 50cloud, FreshBooks, NetSuite ERP.

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

NOAWARDS
YET

SmartScore™

OUR SCORE 7.8

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $7.50

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Export report features
  • Program features
  • Accounting features
  • Management features
  • Administrative features
  • Support and resources

Pricing Info

ExpensePoint offers a single enterprise pricing plan for all users. Here are the detials:

Monthly subscription – $7.50

  • Unlimited monthly expense reports
  • Credit card data importing
  • Analysis report system
  • Receipt imaging system
  • Full approval workflow
  • Policy manager
  • Multi-currency system
  • Automated currency conversion
  • Email notification system
  • Backup system
  • Full site management
  • Free system setup
  • Free training
  • Free live support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

ExpensePoint supports the following integration options:

  • MasterCard
  • Sage
  • QuickBooks

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

ExpensePoint is a cloud-based, mobile expense management software designed to streamline your employee expense reporting processes.

Company Email

Contact No.

Company's Address

Suite 206-167 Bannatyne Avenue
Winnipeg, Manitoba, R3B 0R4
Canada

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

All the data, details and reviews that we presented in this table were collected from official company websites, promotional materials available online, actual experience from real customers as well as our personal direct use of every service by a professional reviewer. We pay a lot of attention to thoroughly examine every solution, as a result we not only test it on our own, but we also correlate our results with experiences of other people from the SaaS community.

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