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Uprise Embedded
✓ verifiedPaid
Embedded tax and financial advisory service that SMB platforms white-label to offer their business-owner customers CFP guidance.
12K visits/mo
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insightsoftware
✓ verifiedPaid
Suite of financial reporting, BI, budgeting and EPM tools that connect to 140+ ERPs for finance teams' close, planning and disclosure.
271K visits/mo
Pricing
No public pricing
Standard: $19 per month
Plus: $39 per month
Advanced: $79 per month
Basic: Free
No public pricing
Core features
- ✦White-labeled embedded tax and advisory services
- ✦API-based integration for custom implementations
- ✦Access to Certified Financial Planners and tax professionals
- ✦Guidance spanning business registration, payroll, and funding decisions
- ✦AI-drafted first-pass advice reviewed by human advisors
- ✦Coverage of personal finance topics like family and retirement planning
- ✦AI-driven financial reporting
- ✦Consolidations
- ✦Forecasting
- ✦Dashboards
- ✦Financial Statements
- ✦Spreadsheet Link
- ✦Data Review
- ✦Excel and web ERP reporting (Spreadsheet Server, Wands, Jet)
- ✦Financial planning and budgeting
- ✦Account reconciliation and financial close
- ✦Tax, transfer pricing and disclosure management
- ✦Embedded analytics for ISVs (Logi)
- ✦Connectors for 140+ ERPs
Use cases
- →SMB software platforms adding financial advisory as a revenue stream
- →Freelancers and agency owners needing tax and business guidance
- →Healthcare practices and real estate agents seeking financial planning
- →Platforms wanting to cross-sell financial products to business customers
- →Businesses use Syft to make better decisions with their financial data through integrated forecasts and reports.
- →Accountants use Syft to transition from traditional accounting to advisory roles by leveraging its analytical capabilities.
- →Organizations use Syft for financial statement compilation to audit for IFRS & GAAP.
- →Automating financial and management reporting
- →Budgeting and financial planning
- →Month-end close and reconciliation
- →Regulatory and tax reporting
- →Lease accounting
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