TrustRadius: an HG Insights company

Catalyst, by EBM Software

Score7.8 out of 10

3 Reviews and Ratings

Top Performing Features

+10%

Financial data consolidation

Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

Cat avg: 8.2

+7%

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

Cat avg: 8.4

+5%

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Cat avg: 8.5

+3%

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Cat avg: 7.8

Worst Performing Features

-34%

Intercompany Eliminations

Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

Cat avg: 7.6

-19%

Multi-currency management

Ability to handle foreign currency conversions during consolidation.

Cat avg: 7.4

-28%

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

Cat avg: 8.3

Catalyst, by EBM Software Features from Reviews

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

7.1-4%
  • Customizable dashboards

    Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

    Category average: 7.7

  • Report Formatting Templates

    Category average: 7.7

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

7.7-3%
  • Drill-down analysis

    Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

    Category average: 8.2

  • Formatting capabilities

    Ability to format output e.g. conditional formatting, lines, headers, footers.

    Category average: 7.8

  • Report sharing and collaboration

    Report sharing and collaboration is the ability to easily share reports with others.

    Category average: 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

8.0-3%
  • Publish to PDF

    Category average: 8.3

  • Report Delivery Scheduling

    Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

    Category average: 8.1

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

7.7+2%
  • Pre-built visualization formats (heatmaps, scatter plots etc.)

    Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

    Category average: 8

  • Location Analytics / Geographic Visualization

    Location analytics is the visualization of geographical or spatial data.

    Category average: 8.2

  • Predictive Analytics

    Predictive Analytics is the ability to build forecasting models based on existing data sets.

    Category average: 7.5

Access Control and Security

Access control means being able to determine who has access to which data.

8-9%
  • Multi-User Support (named login)

    Named model access means that users have access based on name and password.

    Category average: 8.9

  • Role-Based Security Model

    Role-based access means that access to data is determined by job or position in the corporation.

    Category average: 8.9

  • Multiple Access Permission Levels (Create, Read, Delete)

    Multiple access permission levels means that different levels of users have different rights.

    Category average: 8.6

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

8+7%
  • Responsive Design for Web Access

    Web design aimed at producing easy-to-read sites across a range of different devices.

    Category average: 7.5

  • Dashboard / Report / Visualization Interactivity on Mobile

    In-app dashboard reports and data visualization.

    Category average: 7.4

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8.0-6%
  • Long-term financial planning

    3-5 year financial plan with cashflow.

    Category average: 8.6

  • Financial budgeting

    Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

    Category average: 8.9

  • Forecasting

    Combining actuals and budgets, rolling forecasts, driver-based models.

    Category average: 8.4

  • Scenario modeling

    Financial or operational modeling of alternate future states and planning for each.

    Category average: 8.4

  • Management reporting

    Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

    Category average: 8.5

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

7.2-7%
  • Financial data consolidation

    Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

    Category average: 8.2

  • Journal entries and reports

    Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.

    Category average: 7.5

  • Multi-currency management

    Ability to handle foreign currency conversions during consolidation.

    Category average: 7.4

  • Intercompany Eliminations

    Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

    Category average: 7.6

  • Minority Ownership

    Consolidate financials full or partial ownership of subsidiaries, equity pick-up.

    Category average: 7.3

  • Local and consolidated reporting

    Ability to report against individual business entities and the consolidated umbrella entity.

    Category average: 8.3

Financial Reporting and Compliance

Financial statements and regulatory filings

8-1%
  • Financial Statement Reporting

    Creation and production of balance sheets, income statements, cash flows, other schedules

    Category average: 8.8

  • Management Reporting

    Tools facilitating creation of internal ad hoc or standard reports.

    Category average: 8.4

  • Excel-based Reporting

    Ad hoc or formatted reports using MS Excel.

    Category average: 8.4

  • Automated board and financial reporting

    Tools to help automate creation of regulatory reports such as SEC filings and board books.

    Category average: 8.1

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

7.2-10%
  • Personalized dashboards

    Create custom dashboards and reports without the help of IT or administrators.

    Category average: 8.2

  • Color-coded scorecards

    Track and analyze performances with interactive, color-coded balanced scorecards.

    Category average: 8.3

  • KPIs

    Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

    Category average: 7.7

  • Cost and profitability analysis

    Cost and profitability analysis provides data for business decision making.

    Category average: 8.2

  • Key Performance Indicator setting

    Ability to set key performance indicators for measuring progress towards goals.

    Category average: 8.3

  • Benchmarking with external data

    CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

    Category average: 7.3

Integration

Ability to integrate with external applications.

7.4-12%
  • Flat file integration

    Integration of flat files like text documents and comma separated files

    Category average: 8.7

  • Excel data integration

    Ability to integrate directly with Excel data.

    Category average: 8.5

  • Direct links to 3rd-party data sources

    Integration with external applications like ERP, CRM, HCM

    Category average: 8.1

Catalyst, by EBM Software Features from the Vendor

Budgeting, Planning, and Forecasting

Vendor-reviewed
  • Long-term financial planning

    3-5 year financial plan with cashflow.

  • Financial budgeting

    Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

  • Forecasting

    Combining actuals and budgets, rolling forecasts, driver-based models.

  • Scenario modeling

    Financial or operational modeling of alternate future states and planning for each.

  • Management reporting

    Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Consolidation and Close

Vendor-reviewed
  • Financial data consolidation

    Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

  • Journal entries and reports

    Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.

  • Multi-currency management

    Ability to handle foreign currency conversions during consolidation.

  • Intercompany Eliminations

    Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

  • Minority Ownership

    Consolidate financials full or partial ownership of subsidiaries, equity pick-up.

  • Local and consolidated reporting

    Ability to report against individual business entities and the consolidated umbrella entity.

Financial Reporting and Compliance

Vendor-reviewed
  • Financial Statement Reporting

    Creation and production of balance sheets, income statements, cash flows, other schedules

  • Management Reporting

    Tools facilitating creation of internal ad hoc or standard reports.

  • Excel-based Reporting

    Ad hoc or formatted reports using MS Excel.

  • Automated board and financial reporting

    Tools to help automate creation of regulatory reports such as SEC filings and board books.

Analytics and Reporting

Vendor-reviewed
  • Personalized dashboards

    Create custom dashboards and reports without the help of IT or administrators.

  • Color-coded scorecards

    Track and analyze performances with interactive, color-coded balanced scorecards.

  • KPIs

    Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

  • Cost and profitability analysis

    Cost and profitability analysis provides data for business decision making.

  • Key Performance Indicator setting

    Ability to set key performance indicators for measuring progress towards goals.

  • Benchmarking with external data

    CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Integration

Vendor-reviewed
  • Flat file integration

    Integration of flat files like text documents and comma separated files

  • Excel data integration

    Ability to integrate directly with Excel data.

  • Direct links to 3rd-party data sources

    Integration with external applications like ERP, CRM, HCM

BI Standard Reporting

Vendor-reviewed
  • Customizable dashboards

    Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

  • Report Formatting Templates

Ad-hoc Reporting

Vendor-reviewed
  • Drill-down analysis

    Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

  • Formatting capabilities

    Ability to format output e.g. conditional formatting, lines, headers, footers.

  • Predictive modeling

    Predictive modeling is the ability to build future forecasting models.

  • Report sharing and collaboration

    Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Vendor-reviewed
  • Publish to PDF

  • Report Delivery Scheduling

    Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

Data Discovery and Visualization

Vendor-reviewed
  • Pre-built visualization formats (heatmaps, scatter plots etc.)

    Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

  • Location Analytics / Geographic Visualization

    Location analytics is the visualization of geographical or spatial data.

  • Predictive Analytics

    Predictive Analytics is the ability to build forecasting models based on existing data sets.

Access Control and Security

Vendor-reviewed
  • Multi-User Support (named login)

    Named model access means that users have access based on name and password.

  • Role-Based Security Model

    Role-based access means that access to data is determined by job or position in the corporation.

  • Multiple Access Permission Levels (Create, Read, Delete)

    Multiple access permission levels means that different levels of users have different rights.

  • Report-Level Access Control

    Report-level access control means that the type of report determines who has access to it.

Mobile Capabilities

Vendor-reviewed
  • Responsive Design for Web Access

    Web design aimed at producing easy-to-read sites across a range of different devices.

  • Dashboard / Report / Visualization Interactivity on Mobile

    In-app dashboard reports and data visualization.