QuickBooks Online
NOAWARDS
YET
Pricing:
By quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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.
Integrations
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.
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
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
Salesforce Financial Services Cloud Comparisons
Popular Salesforce Financial Services Cloud Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automatic tax calculations
- Banking data synchronization
- Invoice management
- Custom invoices
- Estimate creation
- Mobile receipt capture
- Dashboards and feeds
- Bill management
- Multi-device document sharing
- Pay online link in invoices
- Check printing
- Profit and loss reporting
- Balance sheet reporting
- Payment Tracking
- Actionable insights
- Sales and expense management
- Smartphone compatibility
- Support for Mac23
- Automated online banking
- Export data to excel
Pricing Info
QuickBooks Online is available in five pricing plans. If you would like to test out the platform before you start a subscription, the vendor offers a free 30-day trial for your convenience.
Simple Start – $30 per month
- Supports 1 user, plus your accountant
- Access for PC, Mac, and mobile
- Income and Expense Tracking
- Tax Deduction Calculations
- Invoicing
- Payment Processing
- Reporting
- Sales and Sales Tax Tracking
- Receipt Capture
Essentials – $55 per month
- All Simple Start features plus:
- Support for 3 users, plus your accountant
- Bill Management
- Time Tracking
Plus – $85 per month
- All Essentials features
- Track project profitability
- Track inventory
- Manage 1099 contractors
Self-Employed – $5 per month
- Track income & expenses
- Capture & organize receipts
- Estimate quarterly taxes
- Invoice & accept payments
- Run basic reports
- Track miles
Integrations
QuickBooks Online can seamlessly integrate with other applications offered by Intuit such as QuickBooks Payments and QuickBooks Payroll. If you’d like to further extend the platform’s functions, you may choose to use it with any of the following add-ons:
- Bill.com
- Jobber
- Mavenlink
- Method CRM
- Shoeboxed
- Time Tracking by TSheets
Furthermore, app developers can choose to use the platform’s API functionality to integrate it with third-party applications such as Shopify and PayPal. This way, it is easier to connect and sync the different business systems that you are using for your operations.
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
QuickBooks Online is Intuit's comprehensive yet easy-to-use software solution that simplifies accounting tasks for freelancers and small businesses. It offers tools to track expenses, calculate taxes, manage invoices, monitor sales, and more.
Company Email
Contact No.
Company's Address
2700 Coast Ave
Mountain View, CA 94043
USA
QuickBooks Online Comparisons
Popular QuickBooks Online Alternatives
It may not always be enough to just compare Salesforce Financial Services Cloud and QuickBooks Online against one another. Although specific functionalities, pricing and user reviews are all important and should be taken into account when making a final decision, you should also pay attention to the recognition and awards won by each product. Very often a less popular service may turn out to be a good choice that was distinguished with SaaS awards such as our Exceptional Customer Support Award which shows that regardless of smaller market presence it’s a worthy contender to the software that rule the market.
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