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Software Status:Active

About CalcBank

CalcBank is a financial management software from CalcBank that provides tools for managing banking transactions. It includes budget tracking, account reconciliation, and financial reporting so users can maintain accurate oversight of their finances. This software is designed to cater to individual users and small businesses looking to monitor their cash flow and transaction history effectively. CalcBank aims to simplify financial analysis by offering customizable reporting features and a user-friendly interface. Key capabilities: budget tracking account reconciliation financial reporting transaction categorization user-friendly interface Best for: individuals and small business owners that need to manage their financial activities comprehensively.

CalcBank Details

Vendor
CalcBank
Year Launched
2013
Location
Avenida Brigadeiro Luís Antônio 2543, 9 andar, sala 92, São Paulo, SP 01401-000, BR
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
BRAZIL
Languages
Portuguese
Users
Accountants, Financial analysts, Small business owners, Investors, Bankers, Financial planners
Industries Served
Financial Services, Banking, Accounting, Insurance
Tags
Financial Management

CalcBank's In-App Market Place

Does CalcBank have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (CHF), CNY (¥), SEK (kr), NZD ($), KRW (₩), RUB (₽), INR (₹), BRL (R$), SGD ($), HKD ($), NOK (kr), MXN ($), TRY (₺), ZAR (R), ILS (₪)

Pros & Cons

  • Boosts efficiency by reducing monthly closing time by 80% and cuts costs through spread reduction.
  • Guarantees regulatory compliance and eliminates payment errors, recovering millions in refunds.
  • Provides crucial information parity with banks, leading to better negotiation and trading results.
  • Automates complex reporting and financial calculations, freeing the team for strategic planning.
  • Manages Credit, SWAP, and NDF operations with necessary control and accurate Mark-to-Market.
  • Initial integration with existing ERPs via webservice may involve high technical complexity and time.
  • The software’s specific cost is not mentioned, suggesting it may require a significant upfront investment.
  • Requires user training for financial, accounting, and analyst teams to fully utilize all advanced features.
  • Heavily referencing Brazilian instruments (reais, CDI, Copom) suggests limited applicability for international markets.
  • Any system outage could temporarily halt crucial financial operations reliant on its automation.

CalcBank's Support Options

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