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About

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

About

Maximize financial visibility and profitability. Assess the health of your business, improve financial controls, and make timely decisions to drive agility and growth using comprehensive, real-time financial reporting, embedded analytics, and AI-driven insights. Integrate financials into core business processes and automate tedious and time-consuming tasks to boost user productivity, support evolving business models, and maximize financial performance. Minimize costs and optimize spending across business geographies with process automation, budget control, and financial planning and analysis. Quickly adapt to changing financial and legal requirements with a guided, rules-based chart of accounts and a no-code configuration service that simplify regulatory reporting, electronic invoicing, and global payments. Customers are optimizing financial operations with Dynamics 365 Finance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors

Audience

Businesses, enterprises, and companies interested in a software solution to optimize their financial visibility and profitability

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$60/month
Free Version
Free Trial

Pricing

$180 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Company Information

Microsoft
Founded: 1975
United States
dynamics.microsoft.com/en-us/finance/overview/

Alternatives

Alternatives

SAP S/4HANA Cloud Public Edition

SAP S/4HANA Cloud Public Edition

Navigator Business Solutions, SAP Partner
Sticky Advisor

Sticky Advisor

stickypages
iX ERP

iX ERP

iX Dev

Categories

Categories

Integrations

Binary Stream Property Lease Management
CHAMPS
Central Sales Assistant
DailyPay
Datalog TMS
Dynamicweb
Evocon
Greenshades
HENRI
LLumin
Microsoft Bookings
Microsoft Cloud App Security
Microsoft Cognitive Toolkit
Microsoft Power Platform
PairSoft
StarfishETL
Sympa
Unifonic
iTrent

Integrations

Binary Stream Property Lease Management
CHAMPS
Central Sales Assistant
DailyPay
Datalog TMS
Dynamicweb
Evocon
Greenshades
HENRI
LLumin
Microsoft Bookings
Microsoft Cloud App Security
Microsoft Cognitive Toolkit
Microsoft Power Platform
PairSoft
StarfishETL
Sympa
Unifonic
iTrent
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim Microsoft Dynamics 365 Finance and update features and information
Claim Microsoft Dynamics 365 Finance and update features and information