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Sperse CFO

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Software Status:Active

About Sperse CFO

Sperse CFO is a financial management software from Sperse that provides comprehensive financial data presentation tailored to user preferences. It combines features such as automatic transaction classification using user-defined and machine-learning rules, support for approximately 15,000 financial institutions through aggregation services, and customizable report formats across various platforms including Excel, Google Sheets, web/mobile, and desktop. Additionally, users can utilize visual templates and charting options, as well as specify report granularity based on day, week, month, quarter, or year. Key capabilities: Configure Financial Institution Accounts Configure User-Defined Chart of Accounts Format Options Visual Templates and Charting Report Granularity Best for: finance professionals that need to manage and analyze financial data effectively.

Sperse CFO Details

Vendor
Sperse
Year Launched
2016
Location
Phoenix, Arizona US
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries.
Languages
English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese
Users
CEO, CFO, Financial Analyst, Accountant
Industries Served
Healthcare, Education, Finance, Retail, Technology, Manufacturing, Hospitality, Nonprofit, Government.
Tags
Financial Reporting, CFO

Sperse CFO's In-App Market Place

Does Sperse CFO 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 ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$), CHF (CHF), RUB (₽)

Pros & Cons

  • Provides a clear cash flow outlook by bridging historical and predictive data.
  • Data is synchronized and reconciled daily across thousands of financial institutions.
  • Includes a machine-learning rules engine for automatic transaction classification.
  • Rolling forecasts dynamically update with actuals and trigger helpful financial alerts.
  • Offers customizable, simple reports for non-accounting business users.
  • Key features like seasonality support and external variables are planned, not yet present.
  • The pricing structure is US Dollar-based and requires a minimum of five users.
  • It relies on read-only third-party aggregation for accessing secure financial data.
  • The platform requires user configuration of accounts and chart of accounts.
  • Specific pricing details for paid upgrade plans are not disclosed in the text.

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