What is better Salesforce Financial Services Cloud or ProForecast? When choosing the proper Accounting Software for your company our recommendation is that you compare the features, pricing, along with other important information regarding the product and vendor. Here, you can check the similarities and differences between Salesforce Financial Services Cloud (overall score at 8.8 and user satisfaction at 98%) and ProForecast (overall score at 8.0 and user satisfaction at N/A%).
It's also possible to examine their unique details, for example functions, plans, pricing, conditions, etc. What is more, read the terms carefully for information on extra charges, such as, installation, separate support plan, upgrade fees, storage fees, and others.
In case you you want to quickly identify the optimal Financial Reporting Software according to our experts we advise you take a look at these solutions: FreshBooks, NetSuite ERP, Zoho Books.
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.
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.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
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.
Integrations That Speed Up System Adoption & Shorten Period End Closing
Whether using direct integrations or CSV imports – our import manager tool will make working with imported data a snip.
Map once – and on any subsequent import the system will automatically assign the imported data to the correct account, whether when importing the opening trial balance or monthly actuals.
If accounts are added – simply add the new accounts to the existing map and they will also automatically be mapped in subsequent imports.
Import external data – payroll, personnel and non core accounting data.
The import manager tool – speeds up both setup and period end closing.
Rapier AI – removes much of the drudgery of data setup.
Major cost and time savings – at setup and monthly, quarterly and annual closings, achieved by using the Import manager and Rapier AI.
System adoption times – can be reduced to between 4 and 12 weeks using our Integration Manager, Rapier AI and our FP&A Consultants and training programme.
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
email
phone
live support
training
tickets
General Info
ProForecast is an intuitive financial forecasting and business planning software. It shows off its capabilities with its interactive reports, attractive data visualizations, and comprehensive dashboards. Despite its rich features, it is not a complex tool. Instead, it is easy to use and you can access its tools with a few clicks.
All the data, details and experiences that we presented in this comparison were collected from official company pages, advertising materials available online, real-life experience from real users as well as our own direct use of every software by an expert. We put a lot of effort to thoroughly study each solution, so we not only analyze it internally, but we also match our observations with views of other users from the B2B community.
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