A budgeting and forecasting software with an Excel-based interface and customizable reporting.

Product Overview

Dataccuity is a budgeting and forecasting software. It provides interactive graphics and users can easily change visual elements, like converting a pie chart to a line graph, using a drag-and-drop interface. Dataccuity offers report templates like income statements, balance sheets, and sales metrics.

Pros

  • Familiar Excel-based UI
  • Can pull data from all tools and platforms

Dataccuity software turns your data into knowledge and enables you to pull information from any application where you record data. Centralizing this information gives you the power to integrate and analyze your data to drive your value equation. Through the Excel-based user interface, you can now have access to all of your data, such as your financial, payroll, inventory, sales, and CRM systems.

The two main modules cover:

  • Reporting
  • Budgeting

Dataccuity software is customizable to meet the needs of your data dimensions and attributes, custom reports, and custom budget templates with custom budget methodologies. The developers meet with you during a design session to gather information then Dataccuity does all the heavy lifting to create your solution. The interface is Excel so your team can leverage all their skills and experience in Excel for a quick training period.

Primary Features

  • “What If” Scenarios
  • Asset Planning
  • Balance Sheet
  • Cash Management
  • Consolidation/Roll Up
  • Forecasting
  • Multi-Department/Project
  • Multi-Company
  • Multi-Currency
  • Profit/Loss Statement
  • Version Control
  • Ad Hoc Reports
  • Drill Down

Dataccuity’s secure budget workbook environment keeps your budget safe from rows or columns being added, information deleted, or formulas being overwritten. By leveraging your data, Dataccuity’s budgeting module allows you to drive your budget from operational or financial data.

The robust functionality gives you unlimited versioning ability. Create a best case, what if, and a conservative version with the ability to report against all your versions. You are in control of creating customized operational and financial reports with the training provided during implementation.

Target Market

Dataccuity is not vertical-specific. This software serves customers of all different types in multiple countries. The primary goal of Dataccuity software is to help customers get their arms around their data for the purpose of reporting and budgeting.

Pricing

  • $15,000 upfront with $3000 annually
  • Pricing is based on the number of users, the number of data sources, and the complexity of budget solutions such as allocations, multiple workbook templates, etc.
Starting Price
$15,000 (perpetual license)
Price Range Learn More
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Product Overview

Developer Overview

  • Name Dataccuity
  • Year Founded 2015
  • Headquarters Hillsboro ,Oregon ,USA
  • Type Private
  • Est. Size 1-10 employees

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  • Board Intelligent Planning
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User Reviews of Dataccuity

Anonymous
Overall
★★★★★
★★★★★
Customer Support
★★★★★
★★★★★

Dataccuity Review

June 8th, 2023

Sage 100 is the company’s ERP and though great for our primary operating needs, it falls short in offering any type of budgeting. I had een using spreadhseets but was struggling to keep up due to our industry’s cyclical market. Dataccuity was able to meet all our needs and working with Lori there was great; we were constantly impressed with her knowledge and professionalism.

Megan Shell
Overall
★★★★★
★★★★★
Features
★★★★★
★★★★★

Dataccuity Review

February 24th, 2023 • Product Experience: still implementing • Role: End User

Dataccuity is flexible and worked off of Excel which our team was already familiar with. A feature that stood out from the other products we looked at, were their ability to accept reports in any format from our accounting. They did not require us to reformat our data, allowing a streamlined upload.

Alan B.
Overall
★★★★★
★★★★★

Dataccuity Review

September 28th, 2021 • Roles: Purchaser & End User

Dataccuity budgeting links seamlessly with our PDI Enterprise software and provides Excel-based worksheets for our managers to edit and create budgets. It then seamlessly imports the budgets into PDI.

Brad H.
Overall
★★★★★
★★★★★

Dataccuity Review

September 28th, 2021 • Roles: Purchaser & End User

Dataccuity undoubtedly exceeded our expectations. It was installed quickly and is easy to use. We were able to seamlessly link Dataccuity to all our databases and software systems to generate a variety of analytical reports that have allowed us to greatly improve expense management.

Bruce D.
Overall
★★★★★
★★★★★

Dataccuity Review

September 28th, 2021 • Roles: Purchaser & End User

There’s no way we could be providing the level of advanced reporting to our clients without Dataccuity’s database and its integration with the reporting capabilities of Excel.

Catherine F.
Overall
★★★★★
★★★★★

Dataccuity Review

September 28th, 2021 • Roles: Purchaser & End User

As an accountant, I appreciate the fact that I don’t have to learn any programming language to build, modify, and distribute our report book to the executive team. Dataccuity allows me the time to analyze data rather than wait for IT to build our reports.

Jyl Ruland
Overall
★★★★★
★★★★★

Dataccuity Review

September 28th, 2021 • Roles: Purchaser & End User

We’ve already received excellent customer service from the Dataccuity Team. The staff that we’ve worked with have been very knowledgeable, friendly, and very responsive, providing us outstanding customer service. We’re excited about working with the Dataccuity Team now and for many years to come

Steve Troutman
Overall
★★★★★
★★★★★

Dataccuity Review

September 28th, 2021 • Roles: Purchaser & End User

The 5-year budget that previously took literally hundreds of hours to prepare and was prone to error now takes significantly less time with less error. The reports that Dataccuity created are tailored to the unique characteristics & needs of our business and allow us to plan for the future with greater confidence.

Robert Ching
Overall
★★★★★
★★★★★

Dataccuity Review

September 28th, 2021 • Roles: Purchaser & End User

Dataccuity has enhanced my budget development process a great deal, providing a stable and steady platform. It also has streamlined my financial reporting, allowing for standardized reports across all of my operating divisions and seamless consolidation of worldwide operating results, thus ensuring data integrity and accuracy. Dataccuity’s ease of use and flexibility makes writing management reports a breeze. Dataccuity is backed by a team of dedicated professionals who work in partnership with us and is always responsive to their customer’s needs. It’s such a pleasure to work with Dataccuity