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ease
features
design
support

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Description

PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy. The result: Teams can spend more time analyzing data than organizing it. Effective collection, no overhead PortCos offers automated data requests. No duplication of work when you use Docs and Forms to get metrics Dashboard to track requests status and data gaps Zero manual work No more copying and pasting from Docs into spreadsheets 100% accurate data extraction, no checks required Alerts sent automatically when key metrics change Track everything that Matters PortCo metrics can be captured. Track actuals and estimates Audit trails for tracking metric history and re-statements Create insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived Metrics across your Portfolio Benchmarking effectively with time-shifts

Description

Seamlessly incorporate the metrics essential for your needs into your preferred data visualization, analytics, spreadsheet, and database applications! By bypassing tedious logins and the need for manual data gathering, you can save valuable time and avoid the expenses associated with custom development. Utilize a Power My Analytics data hub to streamline the automation of your desired metrics. With just a few clicks, this hub can connect to a variety of sources, enabling you to unify your marketing data into cohesive dashboards, reports, and sheets. Data empowers you, and with Power My Analytics as your reliable partner, you will have more opportunity to concentrate on your tasks while effortlessly generating the metrics necessary for producing insightful reports that are sure to impress your clients or superiors. Effortlessly gather information from over 35 widely-used marketing platforms, and integrate seamlessly with top-tier tools for data visualization, analytics, spreadsheets, and databases. Enjoy the efficiency of automating your data collection process and watch your productivity soar!

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

AdRoll
CartStack
Google Ads
Google Analytics
Google Business Profile
Google Cloud BigQuery
Google Search Console
HubSpot CRM
LinkedIn
Mailchimp
Meta Ads
Microsoft Excel
Pinterest
Quora
Shopify
Snapchat
Stripe
Taboola
Yahoo DSP

Integrations

AdRoll
CartStack
Google Ads
Google Analytics
Google Business Profile
Google Cloud BigQuery
Google Search Console
HubSpot CRM
LinkedIn
Mailchimp
Meta Ads
Microsoft Excel
Pinterest
Quora
Shopify
Snapchat
Stripe
Taboola
Yahoo DSP

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$9.95 per account per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Synaptic

Founded

2006

Country

India

Website

portfolioiq.ai/

Vendor Details

Company Name

Power My Analytics

Founded

2010

Country

United States

Website

www.powermyanalytics.com

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

ETL

Data Analysis
Data Filtering
Data Quality Control
Job Scheduling
Match & Merge
Metadata Management
Non-Relational Transformations
Version Control

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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