Vena Solutions Software

Vena is a cloud-based, corporate performance management (CPM) solution that leverages native Microsoft Excel and maps existing spreadsheets, models and formulas to a secure database, eliminating the need for manual work and driving the efficiency of finance and accounting processes.

A flexible workflow engine, detailed audit trail and centrally managed business rules add a layer of security to any spreadsheet-based process, providing organizations with a single, unified, quick to deploy solution that combines the comfort of Excel with the features of an enterprise-class solution.

Vena’s process management technology features a “drag-and-drop” process designer that is fully owned by the business user. To create repeatable finance, accounting or operational processes, users input steps, review steps and report steps to the process flow and connect the arrows to define the order of operations, dependencies and completion rules.

Free Demo   Pricing   Reviews   Videos   Visit Website

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

Vena Solutions Software Features 

BUDGETING & PLANNING

Shorten budget cycle time by 50% while reducing errors.
With Vena, you can create Excel-based workflows that automate budget routing, reviews, and approvals.

REVENUE PERFORMANCE MANAGEMENT

Accurate forecasting requires up-to-date numbers you can trust and knowing what drives revenue.

Vena centralizes and automatically routes up-to-date pipeline data to the right people. This ensures everyone is always working with the same numbers.

Then, enterprise-level reporting and modeling makes it easy to turn this pipeline data into decision-ready visuals and insights.

REPORTING & ANALYTICS

Stop making today’s decisions with yesterday’s insights because it takes too long to create and manually distribute reports.

Vena automatically aggregates and consolidates your data in a central database. Transforming this data into high-level and deep-dive reports with Excel® is easy.

REGULATORY REPORTING

Submitting SEC and other regulatory reports late or with errors can result in a drop in stock value or worse.

By integrating your external reporting data, automating review processes, and by making audit trails and version control possible inside Excel, Vena keeps reporting accurate and on time.

FINANCIAL CLOSE MANAGEMENT

The financial close process doesn’t need to feel like a constant fire drill for your accounting department.

Vena saves you time by consolidating your ERP and G/L data, then automating the distribution and review processes that slow you down.

Acumatica ERP Software

Acumatica ERP delivers an adaptable cloud and mobile-based enterprise resource planning solution with a user licensing model which enables a real-time view of business operations at any time from anywhere. Through a worldwide network of partners, Acumatica ERP provides the full suite of integrated business management applications, including financials, distribution, accounting and professional services.

Acumatica’s distribution management feature allows users to manage quotes and orders, track inventory, automate purchasing, improve customer service, and is fully integrated with CRM, financials, manufacturing, and project accounting for visibility across the entire organization.

Acumatica’s project accounting provides features needed to manage budgets, timesheets, project inventory, and complex billing. It supports built-in accounting tools such as general ledger, accounts payable, accounts receivable, sales orders, purchase orders, inventory management, and time and expense mobile applications. Users can also compare actual project costs with original and revised budgets.

Free Demo   Features    Product Tour   Visit Website

Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

Acumatica Cloud ERP Software features

Financial Management
From on-line accounting for smaller local businesses to feature-rich global financial applications for larger, complex businesses, these accounting applications are designed to grow with you and support your needs today and in the future.

Distribution Management
Manage quotes and orders, track inventory, automate purchasing, and improve customer service. Acumatica Distribution Management is fully integrated with CRM, financials, manufacturing and project accounting for visibility across the entire organization.

Customer Management
Includes standard CRM functionality for managing leads, contacts, opportunities, and more. In addition, post-sales service and customer portals help improve the total customer experience.

Project Accounting
Know the actual costs of internal or external projects. Manage budgeting, time sheets, project inventory, and complex billing. Project reporting lets you compare actual project costs with original and revised budgets using visual dashboards.

Manufacturing Management
Integrate production planning, material purchasing and shop floor scheduling with customer management, sales orders, inventory, purchasing, and accounting for real-time coordination of multi-plant activities.

Field Service Edition
Service Management tracks and optimizes every process of your field services operations. Service orders, appointments, contracts, warranties, routes, staff skills, equipment capabilities, preventative maintenance schedules, and a drag-and-drop dispatch board are all available.

Commerce Edition
Deliver a consistent customer experience across all your sales channels with full integration between your online, mobile, and in-store service.

Acumatica Construction Edition
Improve margins and project control from estimating through close out on construction projects using construction accounting software from Acumatica.

QuickBooks Enterprise Software

QuickBooks Enterprise is an accounting solution suitable for small to midsize businesses across several industry verticals including construction, distribution, manufacturing, and retail. The solution offers functionality to manage multiple users, locations, inventory workflows or large amounts of transaction data.

QuickBooks Enterprise offers customizable reporting tools that help users analyze data and make informed business decisions. The solution integrates with Microsoft Excel to expand its reporting capabilities. QuickBooks Enterprise also offers tools to scan and attach multiple documents including receipts and quotes. The tool enables businesses to arrange documents into categories and keep track of important accounting files. The solution also maintains a change log to record changes within each document with the proper date and time stamp.

QuickBooks Enterprise enables businesses to track employee information and ensure necessary regulatory compliance.

Free Trail   Demo   Pricing   Features   Visit Website

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

QuickBooks Enterprise Features

- Reporting & Finances
- Inventory
- Sales & Customers
- Purchasing & Vendors
- Payroll & Employees
- Security & Productivity Tools
   . Advanced Inventory
   . Bin Location Tracking
- Barcode Scanning
- FIFO Inventory Costing
- Serial Number or Lot Tracking
- Multi-location Inventory
   . Advanced Pricing
   . Quantity Discounts
   . Manufacturer Markdowns
   . Price Changes by Class
- Field Service Management
  . Work Orders & Scheduling
  . Billing & Mobile Payment

Xpenditure Software

Xpenditure is a leading business expense solution that automates and streamlines processes for high-growth companies and enterprise. Its mobile and web application transforms the outdated expense reporting process by empowering employees to snap and manage expenses anywhere in real-time. Xpenditure seamlessly integrates with major accounting and ERP packages including SAP, Oracle, Microsoft Dynamics, Netsuite, Xero, Quickbooks, Sage.

Free Trial   Free Demo   Pricing   Reviews   Visit Website

Supported Operating System(s):
Mac OS, Linux, Unix, Web browser (OS agnostic), Windows 8

Xpenditure Features

- Approval Process Control
- Multi-Currency
- Receipt Management
- Receipt Upload
- Reimbursement Management
- Spend Control
- Time Tracking
- Workflow Management

Budget Maestro Software

Budget Maestro is an easy-to-use, scalable, cloud-based budgeting and forecasting solution designed for small and mid-market companies. This robust solution automates time-consuming activities in the budgeting, planning, forecasting, reporting and analysis process.

With so much flexibility and financial intelligence built-in, Budget Maestro will transform the way you develop and use key financial data. Budget Maestro lets you concentrate on the structure and performance of your business, not on troubleshooting spreadsheets.

Free Demo   Testimonials & Reviews   Videos   Visit Website

Supported Operating System(s):
Windows 7, Web browser (OS agnostic), Windows 8, Windows 10

Budget Maestro Key Features

- Build a complete and accurate budget–in days, not weeks that is accessible anytime, anywhere
- Perform dynamic and infinite what-if scenarios, changing your model instantly, without coding or programming
- Automatically generate an accurate forecasted balance sheet and cash flow statement based on any model or assumption
- Define drivers, spread methods and mass assumptions for any model scenario
- Customize financial dashboards with drill-down and slice-and-dice analysis capabilities for greater data discovery that’s easy to share
- Integrate seamlessly with your GL to promote data integrity and ease budget vs. actual analysis
- Involve every budget owner/contributor for a single source of truth

AccountEdge Software

AccountEdge is a complete small business desktop accounting and management solution for your Mac or Windows office, with everything you need to create and track sales and purchases, run payroll, track and build inventory, bill for time, and manage contacts. AccountEdge is all you need to run your business easily and efficiently.

The software’s double-entry system means your accountant will be glad when it’s time to peruse your file (especially because the vendor gives them a free copy). AccountEdge helps you run and report on all areas of your business: time billing, inventory, purchases and orders, and sales and invoicing, and more. You can also add payroll forms, direct deposit, credit cards, and many more services.

The vendor offers excellent service and you can visit their website’s support page to avail free email support and make use of self-help resources like a knowledge base, support library, and discussion forum. Their phone support team is based in their offices in Rockaway, NJ. You can also search for local help from one of AccountEdge’s Certified Consultants.

 Free Trial   Pricing   Customer Profiles   Visit Website 

Technical details

Devices Supported
Windows
Mac

Supported Operating System(s):
Windows 7, Mac OS, Windows 8, Windows 10

Language Support
USA
Canada

Pricing Model
One-time payment

Customer Types
Small Business
Medium Business
Freelancers

Deployment
On Premise

AccountEdge Features

Accounts
Accounts List
Record Journal Entries
Retainer, Escrow, and Trust Accounts
Budgeting
Track Mileage Reimbursement
Transfer Money
Company Date Auditor
Business Insights

Banking
Bank Register
Spend Money
Receive Money
Reconcile Accounts
Prepare Bank Deposit

Sales
Sales Register
Create and Track Quotes, Orders, and Invoices
Process Web Orders
Salesperson Commissions
Receive Payments
Print Receipts

Time Billing
Activities List
Prepare Time Billing Invoice
Multiple – Billing Rate Levels
Activity Slips
Timesheets
Activity Log

Purchases
Purchases Register
Create and Track Quotes, Orders, and Bills
Pay Bills
Prepare 1099’s

Payroll
Process Payroll
Payroll Timesheets
Pay Liabilities
Prepare Payroll Tax Forms

Inventory
Manage Inventory and Non-Inventory Items
Build Items
Receive Items
Manage Inventory Counts
Manage Inventory Locations

Card File
Maintain Lead, Customer, Vendor, and Employee Contact Details
Set Reminders
Print Mailing Labels
Create Personalized Letters

Multiview Software

For organizations seeking a solution that conforms to their existing operations, Multiview offers a suite of financial solutions. With Multiview, companies gain visibility over corporate data.

The solution includes 14 modules that can be deployed in a variety of configurations, making it suitable for organizations in any industry. The pricing is based on the number of users.

Multiview is a financial management solution that includes financial reporting and analytics, general ledger with budgeting, A/R, A/P, POs with requisitions, as well as inventory, order entry with invoicing and fixed assets. Alerts with dashboards, WorkFlow, Imaging and ViewSource360 allow end users to monitor and control processes within the company.

In addition to financials, Multiview also offers a reporting and analytics environment with the ViewPoint tool. With ViewPoint, companies have access to corporate data coupled with the ability to drill down to the underlying detail in various subsystems.

Pricing   Request Demo   Features   Visit Website

Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

Adaptive Insights Software

About Adaptive Insights

Adaptive Insights, founded in 2003, provides a web-based system for budgeting, forecasting and reporting. The solution is suitable for a wide variety of company sizes. Delivered over the Web in a software-as-a-service (SaaS) model, Adaptive Insights eliminates the need to purchase new hardware or software. The interface is designed similar to Excel, capitalizing on familiarity to speed up the training process.

Adaptive Insights can serve the needs of many business sizes, including small companies, nonprofit organizations and companies with billions of dollars in revenue. The core Functionalities include budgeting and forecasting, reporting, dashboards, financial modeling and administration.

Adaptive Insights serves the specific needs of business services, healthcare, manufacturing, nonprofit organizations and even software companies.

The Adaptive Insights system has an extensive partner network of value-added resellers (VARs) in many different countries. Each purchase is accompanied with robust implementation, training and support services.

Free Trial   Pricing   Watch Demo   Reviews   Visit Website

Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000

Technical details

Devices Supported
Android
iPhone/iPad
Web-based

Language Support
USA
UK
Canada
International
Japan

Pricing Model
Quote-based

Customer Types
Small Business
Large Enterprises
Medium Business

Deployment
Cloud Hosted

What Support Does This Vendor Offer?
EMAIL
PHONE NO.
TRAINING
TICKETS

Adaptive Insights Features

Workforce management
Revenue management
Profitability analysis
Financial close
Balance sheet and cash flow
Capital management
Expense management

Sage Intacct Software

Who Uses This Software? Well suited for senior financial roles in nonprofit organizations.

About Sage Intacct

Sage Intacct is a provider of cloud-based accounting software. Sage Intacct’s applications are suitable for small and midsize companies and can provide real-time financial and operational insights as well as the ability to automate critical processes.

Sage Intacct delivers users an array of core accounting applications such as general ledger, accounts payable, accounts receivable, cash management and order management. It also includes built-in reporting and dashboards, time and expense management, project accounting, revenue management and multi-entity consolidations.

With an open API structure, Sage Intacct’s accounting system can integrate with other business applications like CRM, payroll or POS systems to allow users the choice over which applications they want to leverage in their business.

Free Trial   Pricing    Software Reviews   Visit Website

Product Details

Starting Price $425.00/month/user
See pricing details

Free Trial Yes , get a free trial

Supported Operating System(s): Web browser (OS agnostic)

Deployment Cloud, SaaS, Web

Training 
Documentation
Webinars
Live Online
In Person

Support 
Online
Business Hours

Vendor Details

Sage Intacct
www.sageintacct.com/
Founded 1999
United States

Sage Intacct Features

Accounting

Cougar Mountain DENALI Software

Who Uses This Software? We service Non-Profit, Charitable Orgs, Education, Government Agencies, Healthcare, Agriculture, Accounting, Retail,, Manufacturing, Construction/Contracting, Distribution, Transportation, Utilities

About Cougar Mountain DENALI Software

Cougar Mountain Software offers a business accounting software for manufacturing, nonprofits and public services organizations. Their flagship product Denali is a core accounting solution with applications for general ledger, accounts payable and accounts receivable, inventory management and order entry.

Denali solution is composed of three products: Denali Business, Denali Fund and Denali Payroll. Denali Business accounting software offers accounting functionalities including auditing, reporting, data analysis and muli-location inventory management. Denali Funds is a grant, donation, event and overhead accounting solution for nonprofits. Denali Payroll Processing solution is capable of assisting businesses in monitoring and controlling the flow of business assets. Businesses can manage multiple invoices, clients' information and collection status. Several features are also available as add-ons, including a payroll system, purchase orders and bank reconciliation.

Denali is offered as both cloud-based and on-premise solution. Third-party integrations include Cayan’s Genius, 3DCarts and TSheets.

Pricing   Visit Website

Product Details

Starting Price $1,999.00/one-time/user
Pricing Details Ascent price. See website for other packages.
Free Demo Yes

Supported Operating System(s): Windows 7, Web browser (OS agnostic), Windows 8, Windows 10

Deployment
Cloud, SaaS, Web
Installed - Windows

Training 
Documentation
Webinars
Live Online
In Person

Support
Online
Business Hours

Vendor Details
Cougar Mountain Software
www.cougarmtn.com
Founded 1982
United States

Denali Accounting Software Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Payroll Management
Project Accounting
Purchasing
Revenue Recognition
Tax Management

Common Features of Virtual Data Room Software

Because of the unique role they play, VDRs can seem like an amalgam of several different genres of software. They typically provide applications in four main areas: Security, Document Management, Communication and Collaboration and Integrations. These are discussed individually below.

Stronger Security is the primary motivation for purchasing VDR software. VDR software helps a company securely share information by means of the following applications:

Access control	Limit who can view, edit and share stored documents, including internal and external access
Encryption	Encrypt data (either at rest, in transit or both) to prevent unauthorized access
Digital Rights management	Prevent unauthorized downloading, copying and printing of stored documents
Secure browsing	Allow users to view and browse documents while online, but prevents saving or printing them

Document Management applications help control and monitor who can access and edit documents stored in the VDR with applications such as:

Check-in/Check-out	Control the chain of custody for digital documents, preventing version and ownership conflicts
Version control	Add versioning functionality to individual documents, providing reversion options and maintaining a record of changes

Communication and Collaboration tools help communicate with clients about documents and information stored within the VDR. They handle:

Alerts and notifications	Send alerts to clients (via standard email) to notify them when actions are required (to, for example, view and sign a document)
Q & A	Add simple communication functionality so clients can ask questions within the VDR environment
Collaboration	Tools for working collaboratively (adding comments and making suggestions to documents) within the VDR environment

Integrations applications help connect the VDR to existing content management systems. They assist with:

Integration with CMS	Link VDR to an existing content management system for more seamless sharing and publishing workflows
Branding and customization	Add design layout options to help match the VDR interface to your company brand

Digify Software

Who Uses This Software? Companies that need to securely share and protect sensitive documents for financial transactions and deals

About Digify Software

Digify is cloud-based secure file-sharing solution featuring file tracking, built-in encryption, and virtual data room capabilities. It is suitable for any size and industry including finance, legal services, medical research, human resources, training and technology.

Digify features drag-and-drop functionality, unlimited data rooms, unlimited recipients, Passkey encryption, watermarks, real-time notifications and private notes.

With role permissions, enterprise data room owners can assign roles to invited users like co-owners, contributors and viewers. Users can invite hundreds of people to the data room by just pasting emails in groups. Recipients require no plugins to access data rooms and can access files from any browser. Administrators can get a summary of the number of times a file has been viewed, the duration of viewing time and access location.

Digify is HIPAA compliant and its hosting infrastructure is SOC 1 & 2, SAS70 Type II and ISO-27001 compliant. It provides integration with Dropbox, Google Drive, Gmail and Outlook. Support is provided through email and over the phone.

Free Trial   Pricing   Features   Visit Website

Product Details

Starting Price See pricing details

Free Trial Yes , get a free trial

Supported Operating System(s): Mac OS, Web browser (OS agnostic), Windows 10

Deployment 
Cloud, SaaS, Web
Installed - Mac
Installed - Windows
Mobile - Android Native
Mobile - iOS Native

Training
Live Online
Support Online
Business Hours

Vendor Details

Digify
digify.com
Founded 2011
Singapore

Digify Features

Anonymity Management
Auditing
Collaboration
Data Protection
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Drooms Software

Who Uses This Software? Real Estate, Corporate Finance, Life Science, Legal, Corporate Services, Small & Large Businesses, Startups, Board of Directors

Drooms is a cloud-based virtual data room solution designed for small and midsize businesses. It enables users to securely access and share confidential files and documents with both in-house teams as well as external customers. The product caters to real estate, legal, corporate finance, life science and energy segments.

Drooms allows users to define permissions and security standards, which allows users to define user access conditions. The product features document management, which allows users to access documents in real time using page preview and split-screen. Users can also tag files using custom labels, and add bookmarks and virtual notes to the documents.

Drooms features a dashboard, which allows users to track data room activity in real time. It also features integrated Q&A, where users can leave comments and questions within documents.

Drooms provides online and phone support to all its customers.

Free Trial   Pricing   Features   Visit Website

Product Details

Starting Price $10.90/month/user

Free Version Yes
Free Trial Yes , get a free trial

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

Deployment 
Cloud, SaaS, Web
Installed - Mac
Installed - Windows
Mobile - iOS Native

Training 
Documentation
Webinars
Live Online
In Person

Support 
Online
Business Hours
24/7 (Live Rep)

Vendor Details
Drooms
www.drooms.com/en
Founded 2001
Germany

Drooms Virtual Data Room Features

Intuitive User Interface

- Real-time document viewing (including complex technical drawings)
- High-quality display
- Automatic tagging for documents that have already been read
- Individual document status (opened, in review, reviewed)
- Multi-colored bookmarking functionality
- Fast annotations with virtual notes
- Clear and simple index structure
- Fast opening of the whole index with one click
- Page preview (thumbnails)
- Split-screen for dual document comparison
- Simple printing and saving of whole sections or the complete data room (depending on permissions)
- Integrated Q&A management platform with the option for multiple clearance levels
- Support for documents up to 10,000 pages
- Support for oversize documents up to A0 in b/w and color
- Zoom for comfortable document viewing of DIN-A0+ construction plans
- Full text search
- Regular, individually configured notification of changes in the data room
- Multilingual: English, German, French, Spanish, and Italian
- Compatible with Windows, Mac, iPad, and iPhone

Simple Administration

- Self administration or help from Drooms
- Fast upload via a drag-and-drop functionality
- Easy set-up of individual users or user groups
- Strict separation between the processes of creating users and sending invitations
- Recording of all data room activities through detailed, real-time reporting
- Client branding for data room upon request
- Display of complex structures possible (up to 20 index levels; index descriptions with up to 400 characters)
- Definition of clearing levels (staging)
- Automatic generation of bar code–supported data sheets

Huddle Software

Huddle is a cloud-based project management solution. Key features include integration with Microsoft Word and a dashboard where users can see all aspects of a project. This solution is geared toward large businesses and government agencies with more than 100 users.

Huddle’s integration with Microsoft Word allows users to work in Word and have their changes updated automatically in Huddle. This solution offers document histories and audit trails, so users can see who is editing documents when. They can also view historical versions of documents.

Users can customize their workspaces to include branding. Access rights and security levels are also customizable: users can grant access to certain employees or departments. They can also revoke access across all devices.

Huddle can be accessed from anywhere, and users can work offline and later synchronize their work to multiple devices.

Huddle offers data migration for new clients. Mobile apps are available for Android and iOS. The solution is priced per user per month.

Free Demo   Fetaures   Visit Website

Product Details

Starting Price $10.00/month/user
Pricing Details Volume pricing available on request for enterprise-wide deployment.
Free Demo Yes , get a free demo

Supported Operating System(s) Mac OS, Web browser (OS agnostic), Windows 10

Deployment
Cloud, SaaS, Web
Mobile - Android Native
Mobile - iOS Native

Training
Documentation
Webinars
Live Online

Support 
Online
Business Hours

Vendor Details

Huddle
www.huddle.com/
Founded 1996
United Kingdom

Huddle Features

Calendar Management
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Revision Management
Task Management
Version Control

Onehub Software

Onehub is a cloud-based collaboration tool and virtual data room that helps users securely store and share their business files. It can be customized to meet users' specific requirements and custom branding needs.

Onehub offers a range of features to help with file storage including drag-and-drop document uploading, full-text search, folder organization, version controls and archiving.

This solution helps users share files securely using links and role-based permissions. It also provides workspaces that feature user management and access controls.

Onehub allows users to post comments, send emails, manage workflow tasks, create dashboards and receive notifications regarding new posts and files. Other features include file previews, multiple file type support, data export options and automatic file deletion.

Onehub offers native mobile apps for Android and iOS devices. It also provides security features such as two-factor authentication, document watermarks and audit trails.

Free Trail   Pricing   Features   Visit Website

Product Details

Starting Price $99.95/month
See pricing details

Pricing Details Try free for 14 days, then only $99.95 per month. Five paid users included.

Free Trial Yes , get a free trial

Deployment 
Cloud, SaaS, Web
Installed - Mac
Installed - Windows
Mobile - Android Native
Mobile - iOS Native

Training 
Documentation
Webinars
Live Online

Support 24/7 (Live Rep)

Vendor Details

Onehub
onehub.com
Founded 2007
United States

Onehub Features

Anonymity Management
Auditing
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Firmex Virtual Data Rooms Software

About Firmex Virtual Data Rooms

Firmex Virtual Data Room is a secure online platform for sharing confidential documents within companies such as investment banks, law firms, private equity groups, and corporations. The platform provides a highly adaptive interface that can be tailored to accommodate various types of business workflows. It supports large-scale collaboration and complex security scenarios with numerous parties, and aims to help close more profitable deals quicker, and more efficiently.

Firmex Virtual Data Room integrates with the organization’s IT system and provides a customizable interface with personalized branding. The solution enables users to streamline numerous business practices including document viewing, uploading, and revisions, as well as note sharing and collaborations.

Users can invite other individuals or entire teams to a deal and set permissions, granting and restricting access as needed. Permissions can be applied to entire projects, folders, documents, or users. Users can easily drag files or folders into the data room using the drag and drop feature, and tag documents to track changes and assign tasks.

Historical document tracking is simple with the solution’s ‘versions’ feature that automatically displays the most recent version of a document. It also allows users to look back through previous versions to see what changes were made in the past. Users can apply dynamic watermarks to documents, restrict downloading and printing, as well as track and audit user activity. With Firmex, all data is kept in secure data centers with fire and disaster safeguards, along with keycard and biometric access.

Free Trail   Pricing   Visit Website

Technical details

Supported Operating System(s) Mac OS, Web browser (OS agnostic), Windows 10

Language Support USA, UK, Canada, International

Pricing Model Quote-based

Customer Types Large Enterprises, Medium Business

Deployment Cloud Hosted

What Support Does This Vendor Offer? 

EMAIL

PHONE NO.

LIVE SUPPORT

TRAINING

TICKETS

Firmex Virtual Data Room Features

Add and invite users

Apply dynamic watermarks

Assign roles to users

Auto-organize new documents with versioning

Biometric safeguards

Branding

Check security settings

Collaboration tool

Compliant with EU Data Protection Directive

Compliant with UK Data Protection Act

Customizable access settings

Customizable DRM for documents

Document expiry dates

Document recognition

Document viewer tool

Expire access to documents

Forward attachments from a mobile device

Full version history

HIPAA & SOC 2 compliance

Invite users

Multiple levels of security

Permission to print and download

Preview data room as a specific user

Rename and reorganize

Restrict access

Restrict saving and printing

Tag documents

Track and audit document and user activity

Track historical documents

Two-factor password authentication

Upload anything with drag and drop

Upload via email

Google Drive Software

Google Drive helps users store company data in one place. Users can access files from desktop and mobile devices and control how team members share these files. The platform provides a central admin panel, data-loss prevention and a vault for the drive to ensure compliance and file sharing between users.

Google Drive stores teams’ work in a shared workspace. Teams own new files added to the drive, so that all members stay updated with the latest files. It includes machine-learning technology to help users predict future needs. Google Drive provides features like a natural-language search and optical character recognition (OCR).

Google Drive integrates with third-party applications including DocuSign for e-signatures, CloudLock for additional security layers and LucidCharts for mockups. Users can open different file types like PDFs and MPEG4s, and they can work on Microsoft Word files straight from the drive. Pricing is per month. Support is provided via online chat, email and the phone.

Features   Pricing   Download   Visit Website

Features to Use on Google Drive

Getting Into Google Drive
All you need is an email account to get started with Google Drive. Download the app for your computer, Android, or iOS device for free. You can also access Drive online via your Google account, or set up a new account using the Create Account link on the sign-in page.

Backup Everything With Google Drive
Cloud storage services are a must for ensuring you never lose irreplaceable photos or files. You can even save Gmail attachments straight to drive. Drive serves as an easy to use and inexpensive cloud backup solution.

When the service was just Docs, all you could backup were documents. The first 15 GB are free and it’s only $2/month for up to 100 GB with plans ranging up to 30 TB for $300/month.

Download the Google Drive app on your device and drag or add any files to the Drive window that you want to backup. This syncs the files between your device and account. Even if you make changes to the file on your desktop, the changes are synced as long as the file stays within the Drive app.

From Drive in your browser, click the red New button to add new files or create new documents.

Use Google Drive for Streaming Music
Want to stream music online, but prefer your own collection? Simply sync your music library with Google Drive. Not only does this backup your music, but you can stream your music from anywhere there’s an Internet connection.

Follow the same process as if you were backing up your files. You can drag and drop your entire Music folder to make things easier. You can also stream straight from the Chrome browser by setting up the DriveTunes plugin. You’ll likely want to pay for more storage, especially if you’re backing up photos to your account.

Convert PDFs to Text
Sometimes you need to do more with a PDF file than just read it. Drive has a built-in PDF converter. Want to edit the text or turn the file into a fillable form? Drive has you covered.

Right-click the file you want to convert, choose Open With, and select Google Docs. Resize the blue border that appears so it contains just the text you want. You can then edit it within Google Docs.

Do More With Docs in the Drive
Google Docs used to be a slimmed down version of Microsoft Office, but now, it’s even more powerful. Drive has updated the free productivity suite and added new features, such as voice typing, better templates, form creation, and built-in research tools.

To access any of these features, open or create documents in Google Docs, which can be accessed from Drive.

Get Creative With Google Drive Apps
On its own, Drive is incredibly useful, but it’s even better with apps. Google Drive has numerous apps available to do anything from edit an image to converting a video. Each app allows you to add even more functions and features to your Drive account.

Login to your Drive account and visit the Chrome Web Store. Find the app you want and click Add to Chrome. You’ll need Chrome for these, but these apps allow you to pull and sync files from Drive, such as editing photos stored on Drive.

Share and Collaborate Via Google Drive
The most obvious feature of Drive is the ability to share and collaborate with others. While Docs allowed you to share documents, now you can share photos, PDFs, music, and more.

In this vein, you can use it as your personal social network. Share photos just with family members or create an online journal for you and your friends to contribute to. Just right-click a file to change the permissions to share just what you want with only the people you choose.

SANsymphony Software

Who Uses This Software? Mid-size and Enterprise businesses; virtualization and storage projects

About SANsymphony Sofware

DataCore Software is a leading provider of Software-Defined Storage, Hyper-converged Virtual SAN, and Parallel I/O Software. The companys uses its Parallel I/O technology to unleash the multicore processing power available in todays server platforms to overcome the IT industrys biggest problem, the I/O bottleneck, in order to deliver unsurpassed performance, hyper-consolidation efficiencies and cost savings.

Request Live Demo    Visit Website

Product Details

Starting Price Not provided by vendor
Free Version Yes
Free Trial Yes
Deployment Installed - Windows

Training
Documentation
Webinars
Live Online
In Person

Support 24/7 (Live Rep)

Vendor Details

DataCore Software
www.datacore.com/
Founded 1998
United States

SANsymphony Features

Data Protection
Data Storage Management

Safelink Data Rooms Software

Who Uses This Software? Safelink is used by law firms, financial services firms, corporations, and government, in all parts of the world.

SiteLink Software is a solution for property management operators across the globe in industries including real estate investment trusts (REITs), manufactured housing and self-storage. The software is offered through a web-based or on-premise deployment, and is Mac, iPad,  and PC compatible.

SiteLink’s core functionalities include property accounting, tenant and lease tracking, budgeting and forecasting, and building maintenance. Accounting features include general ledger, accounts receivable, gain/loss analysis, transactional history and reporting. Building maintenance features include billing, dispatching, inventory tracking, mobile support, task tracking and more. Additional features offered within SiteLink include interactive property maps, access to SiteLink’s partnering vendors, marketing analysis, teletracking, eCommerce, web pay, tenant notifications, enterprise management and more.

Founded in Raleigh, North Carolina in 1996, SiteLink caters to property operators of all sizes, and maintains PCI DSS Level 1 and SOC 1 Type II Certification for data security.

Free trial   Visit Website

Product Details

Starting Price $299.00/month
Free Trial Yes
Deployment Cloud, SaaS, Web

Supported Operating System(s)
Windows 7, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

Training
Documentation
Webinars
Live Online
In Person

Support 
Online
Business Hours
24/7 (Live Rep)

Vendor Details

Safelink Data Rooms
www.safelinkdatarooms.com
Founded 2009
United Kingdom

Safelink Data Rooms Features

Anonymity Management
Auditing
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

CapLinked Software

About CapLinked

Who Uses This Software? Professionals seeking to exchange confidential documents with third parties who value security, ease of use, and 24/7 services and support. Common uses: M&A, raising capital, asset sales, licensing.

CapLinked is a cloud-based integrated file sharing and document management solution that helps business seeking to exchange confidential documents with third parties. The most common uses of the application include mergers and acquisitions transactions, raising capital, licensing, asset sales and due diligence.

CapLinked’s activity dashboard allows users to monitor notifications, view recent activity and management of messages and contacts. Workspace is a secure platform by CapLinked for storing and sharing documents with buyers and sellers. With role-based permissions, users can configure document security and access modes for different user sets.

CapLinked's collaboration features allows teammates and external parties to edit and collaborate on a single document without even downloading it. Integrated instant messaging allows collaborators to communicate instantly. The Activity Tracker feature tracks all changes made including downloads, uploads, document views, permission changes and viewed pages.

CapLinked provides integration with Salesforce, Dropbox, Box, OneDrive and Google Drive. Customer support includes 24/7 email and phone support to all clients.

Free Trial   Demo   Pricing   Features   Visit Website

Product Details

Starting Price Not provided by vendor
Free Trial Yes
Deployment Cloud, SaaS, Web

Training 
Documentation
Webinars
Live Online
In Person

Support 
Online
Business Hours
24/7 (Live Rep)

Vendor Details

CapLinked
www.caplinked.com
Founded 2010
United States

CapLinked Features

Anonymity Management
Auditing
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Dotloop Software

About dotloop

Dotloop is the leading online transaction and productivity optimization platform in real estate. Dotloop reduces complexity by replacing separate form creation, e-sign, and transaction management systems with a single end-to-end solution and drives growth by helping real estate professionals streamline their businesses with workflow automation and real-time visibility into transactions. Each year, millions of agents, brokers, and clients trust dotloop to get deals done.

For service providers, the software provides a way to connect with new agents and clients. As a transaction occurs, the photo and contact details of both parties are displayed to facilitate communication.

Pricing   Try it   Visit Website

Product Details

Starting Price $29.00/month

Free Version Yes

Deployment
Cloud, SaaS, Web
Mobile - Android Native
Mobile - iOS Native

Training 
Documentation
Webinars
In Person

Support Business Hours

Vendor Details
dotloop
www.dotloop.com
Founded 2009
United States

Clinked Software

Who Uses This Software? From start-ups to SME's. Across every country and within many vertical markets from finance and professional to educational and government.

Clinked is cloud-based portal software for businesses, which enables teams to collaborate, manage projects and share files. Key features include a search tool, third-party application integrations, task management, file sharing and collaboration tools.

With Clinked, users can collaborate on projects by assigning tasks, requesting approvals on documents and commenting on user activities. The dashboard provides a centralized view of all project groups, activities, project conversations and tasks. File sharing allows users to upload and tag multiple files from various devices, and also provides file previews.

Clinked provides integration with Google apps, which enables users to log in using a Google account and use Google applications including Google Docs, Google Contacts and Google Calendar. It uses 256-bit SSL encryption to access content and is ISO27001, SAS70 and PCI certified.

Clinked is also accessible via mobile applications for iOS and Android devices.

Free Trial  Pricing  Features  Visit Website

Product Details

Starting Price $99.00/month See pricing details
Free Version Yes

Free Trial Yes

Deployment 

Cloud, SaaS, Web

Mobile - Android Native
Mobile - iOS Native

Training 
Documentation
Webinars
Live Online
In Person

Support 
Online
Business Hours
24/7 (Live Rep)

Vendor Details

Rabbitsoft
rabbitsoft.com/
United Kingdom

Clinked Features

Workspaces

Create individual and customisable workspaces for your clients or projects. Allow real-time collaboration and sharing from within a secure environment.

File Sharing

Share seamlessly with your clients – across any device, from any location. Upload and organise your files and folders. Preview documents online before downloading. Control access permissions for each individual user.

Communication

Stay in touch and up to date with integrated group chat and expressive notification system. Stay connected even on the go with our branded mobile app and push notifications.

Collaboration

Work more efficiently with clients and colleagues. Request approvals, leave comments in documents, assign tasks, set up events and have engaging discussions.

Customisation

Customise your portal to match your company branding. From uploading your own logo to having a white-label mobile app, make your solution your own.

Data Security

Build trust with your clients by protecting their data with the highest possible bank-grade security for file storage and accessibility. Available on both Public and Private cloud solutions.

ShareVault Software

About ShareVault

Who Uses This Software? ShareVault serves a broad range of industries with a focus on life sciences and financial services. We have customers in 48 countries worldwide, ranging from small startups to fortune 500 companies.

ShareVault is a virtual data room solution that facilitates the sharing of confidential documents with third parties during due diligence and other vital business processes. It suitable for businesses of any size and serves a broad range of industries with a focus on life science and financial services.

ShareVault’s protected documents are AES-256 encrypted and can only be opened with an active connection with the software. This feature enables businesses to shred their documents remotely, even files already downloaded.

Other security features also include two-factor authentication, customer-managed encryption keys and encryption at rest with key management. ShareVault also includes dynamic watermarking, secure printing, IP address tracking, screenshot prevention, audit reports.

ShareVault integrates with third-party technologies including Microsoft SharePoint, Dropbox, Box, DocuSign, Microsoft Office 365 and SAML2 support for single sign-on integration. The system is compatible with Windows, Mac, Android and iOS. It also provides 24/7 support via email and phone.

Free Trial  Demo  Pricing  Features Visit Website

Product Details

Starting Price See pricing details

Free Trial Yes,  get free trial

Deployment
Cloud, SaaS, Web
Installed - Mac
Installed - Windows
Mobile - Android Native
Mobile - iOS Native

Training   Live Online
Support     24/7 (Live Rep)

Vendor Details

ShareVault
www.sharevault.com
Founded 2003
United States

ShareVault Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management

ShareFile Virtual Data Room

ShareFile Virtual Data Rooms is an on-premise and cloud-based virtual data room solution that serves businesses of all sizes. It caters to investment banks, private equity, venture capital, biotech, pharmaceuticals, real estate and other organizations. Primary features include data security, audit logs, user-access control and reporting.

Other features include document and approval workflows, electronic signatures, activity logs, mobile editing, text search, check-in/check-out, folder invitations and click trails. It provides integration with Sharepoint, OneDrive, Microsoft Azure, Amazon Web Services, RedHat, Microsoft Office 365, Basepin, DocAuto, FotoIN, Gmail, Trumpet, BidPlanroom and others.

It is available through subscription pricing. It is compatible with Mac and Windows operating systems. Mobile applications are available for iOS, Android, Windows and Blackberry devices. Support is offered via email and over the phone. Other support options include product documentation, knowledge center, forums, blogs and a user community.

Free Trial  Free Demo  Pricing  Features  Buy Now Visit Website

Product Details

Starting Price $295.00/month 

See pricing details

Free Trial Yes , get a free trial

Deployment

Cloud, SaaS, Web

Installed - Mac

Installed - Windows

Mobile - Android Native

Mobile - iOS Native

Training 
Documentation

Webinars

Live Online

In Person

Support 

Online

Business Hours

24/7 (Live Rep)

Vendor Details

Organization         Citrix Systems, Inc.

Year Founded        1989

Ticker Symbol       Citrix Systems

Website                   https://www.sharefile.com/virtual-data-room

Facebook Page      https://www.facebook.com/ShareFile/

Linkedin Page        https://www.linkedin.com/company/citrix

ShareFile Virtual Data Room Features

Document Security: 128-Bit SSL Encryption, 256-Bit SSL Encryption, Data Backup, Document Expiry, Dynamic Watermarks, ISO 27001 Certified, On Save/On Open Encryption, SOC 2 Certified, SSAE 16 Certified, and Virus Scanning

Access Security: Mobile Device Management, Multiple Factor/Multiple Channel Verification, Permission Groups, Set User Permissions, Two-Factor Authentications, and User Security Impersonation

Audit/report: Audit Logs, Automatic Audit Reports, Document Version Control, and Notifications

User Interface: Branded Website, Bulk Uploads, Drag and Drop Files, Full Text Search, In Document Linking, Microsoft Office Integration, Q&A Section, and Scroll-Through Viewer

Accessibility: iPad Application, Mobile Device Interface, Multi-Language Support, and No Client Software Required

SecureDocs Virtual Data Room

SecureDocs is a virtual data room tool used for storing and sharing confidential documents both internally and externally. It is suitable for businesses of any size and a range of industries including used during due diligence, mergers and acquisitions, audits, fundraising, business valuations and more.

SecureDocs enables users to control their data through permission-based users roles, dynamic watermarking and customizable non-disclosure agreements. Administrators can restrict permissions for accessing folders or subfolders and create rules for documents with no access, view-only for Office and PDF documents or full access.

SecureDocs offers a drag-and-drop feature. Audit logs in SecureDocs shows users who is looking into a document with dates and timestamps that can be shared via email. Users can set activity alerts and email notifications for newly added documents and daily audit logs. The solution supports unlimited users and data and provides online support.

Free Trial  Free Demo  Pricing  Data Room Features  Data Room Security Visit Website

Product Details

Starting Price $250.00/month 

See pricing details

Pricing Details Unlimited users and data, 24/7 support, and implementation all included.

Free Trial Yes , get a free trial

Deployment Cloud, SaaS, Web

Training 

Documentation

Webinars 

Live Online

Support 

Online

Business Hours

24/7 (Live Rep)

Vendor Details

SecureDocs

www.securedocs.com

Founded 2005

United States

SecureDocs Virtual Data Room Features

Anonymity Management

Auditing

Collaboration

Data Protection

Data Storage Management

Document Tagging

Due Diligence Management

Procurement Management

Project Management

Role-Based Permissions

Secure Preview