Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Cat avg: 8
Top Performing Features
Dashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Cat avg: 7.7
Standard reports
The software offers pre-built reports with metrics standard to the category.
Cat avg: 7.5
Custom reports
Users can create custom reports.
Cat avg: 7.6
Worst Performing Features
Accounts payable
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
Cat avg: 8.3
Accounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Cat avg: 8.2
Global Financial Support
Account using multiple ledgers, multiple currencies, and multiple entities
Cat avg: 7.8
Worklair Features from Reviews
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
10+22%
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
10+32%
Dashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Category average: 7.7
Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 7.5
Custom reports
Users can create custom reports.
Category average: 7.6
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
10+23%
Accounts payable
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
Category average: 8.3
Accounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Category average: 8.2
Global Financial Support
Account using multiple ledgers, multiple currencies, and multiple entities
Category average: 7.8
Standardized Processes
Centralize financial management to facilitate standardized financial processes
Category average: 8.2
Subledger and Financial Process
Revenue management solution including capabilities for subledgers and financial processes
10+25%
Billing Management
Access role-based billing work area, perform discrete and recurring billing
Category average: 7.9
Budgetary Control & Encumbrance Accounting
Control spending at any budget level or time interval
Category average: 7.2
Period Close
Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration
Category average: 8.2
Project Execution Management
Project execution management solution including capabilities for project scheduling, resource management, and team member task management.
10+41%
Project Planning and Scheduling
Interactive Gantt chart for establishing tasks, durations, and delivery schedule
Category average: 6.7
Task Insight for Project Managers
Project manager visibility into task progress of team members
Category average: 6.7
Product Lifecycle Management
Product Lifecycle Management solution with capabilities for innovation management, product development
10+32%
Proposal Management
Capture budget, resource, and benefit expectations for proposals
Category average: 6.6
Worklair Features from the Vendor
General Ledger and Configurable Accounting
Vendor-reviewedAccounts payable
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
Accounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Global Financial Support
Account using multiple ledgers, multiple currencies, and multiple entities
Primary and Secondary Ledgers
Record and report across multiple currencies and accounting standards with primary and secondary ledgers
Journals and Reconciliations
Automate and synchronize ledgers and processes
Standardized Processes
Centralize financial management to facilitate standardized financial processes
Subledger and Financial Process
Vendor-reviewedBilling Management
Access role-based billing work area, perform discrete and recurring billing
Travel & Expense Management
Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement
Budgetary Control & Encumbrance Accounting
Control spending at any budget level or time interval
Period Close
Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration
Reporting & Analytics
Vendor-reviewedDashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Standard reports
The software offers pre-built reports with metrics standard to the category.
Custom reports
Users can create custom reports.
Customization
Vendor-reviewedAPI for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Plug-ins
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
Vendor-reviewedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Multi-factor authentication
Multi-factor authentication
Project Financial Management
Vendor-reviewedBudgeting and Forecasting
Establish project budgets and forecast future project financials
Project Costing
Standardize, track, and control costs at all project phases
Cost Capture
Capture costs including those for procurement, financials or time and labor, including from external systems
Capital Project Management
Track and manage capital asset costs
Project Execution Management
Vendor-reviewedProject Planning and Scheduling
Interactive Gantt chart for establishing tasks, durations, and delivery schedule
Task Insight for Project Managers
Project manager visibility into task progress of team members
Project Mobile Functionality
Capabilities for project functions such as updating and monitoring task progress and timecards from mobile devices
Product Lifecycle Management
Vendor-reviewedProposal Management
Capture budget, resource, and benefit expectations for proposals
Product Master Data Management
Create, classify, and manage product items, BOMs and product changes
Additional Features
Vendor-contributedChat