Vareto Features
What are the features of Vareto?
Financial Insight
- Budgeting
- Forecasting
- Planning
Data
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
Status Communication
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
Financial Planning
- Extended Planning
- Reporting
- Integration
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Vareto Categories on G2
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Reports
Reports Interface | Reports interface for standard and self-service reports is intuitive and easy to use. | Not enough data | |
Steps to Answer | Requires a minimal number of steps/clicks to answer business question. | Not enough data | |
Graphs and Charts | Offers a variety of attractive graph and chart formats. | Not enough data | |
Score Cards | Score cards visually track KPI's. | Not enough data | |
Dashboards | Provides business users an interface to easily design, refine and collaborate on their dashboards | Not enough data | |
Reports Interface | Reports interface for standard and self-service reports is intuitive and easy to use. | Not enough data | |
Share Reports | Receive email reports and notifications regarding metrics. | Not enough data | |
Steps to Answer | Requires a minimal number of steps/clicks to answer business question. | Not enough data |
Data Updates
Historical Snapshots | Ability to track historical data. | Not enough data | |
Real-Time Updating | Track metrics in real time with consistent and frequent updates. | Not enough data | |
Email Reports | Receive email reports and notifications regarding metric. | Not enough data | |
Historical Snapshots | Ability to track historical data. | Not enough data | |
Real-Time Updating | Track metrics in real time with consistent and frequent updates. | Not enough data |
Financial Insight
Budgeting | Uses collected data to assist organizations in understanding what they can afford now, and in years to come. 18 reviewers of Vareto have provided feedback on this feature. | 87% (Based on 18 reviews) | |
Forecasting | Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. 15 reviewers of Vareto have provided feedback on this feature. | 83% (Based on 15 reviews) | |
Planning | Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. 16 reviewers of Vareto have provided feedback on this feature. | 79% (Based on 16 reviews) |
Data
Data Visualization | Based on 18 Vareto reviews. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. | 92% (Based on 18 reviews) | |
Data Analysis | As reported in 18 Vareto reviews. Scours data for actionable insights. | 89% (Based on 18 reviews) | |
Custom Reporting | Based on 18 Vareto reviews. Allows users to customize their own reports according to business needs. | 92% (Based on 18 reviews) | |
Reporting Templates | Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. This feature was mentioned in 18 Vareto reviews. | 85% (Based on 18 reviews) |
Status Communication
Collaboration | Based on 19 Vareto reviews. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. | 91% (Based on 19 reviews) | |
Version Control | Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. 17 reviewers of Vareto have provided feedback on this feature. | 87% (Based on 17 reviews) | |
Real-Time Data Updates | Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. This feature was mentioned in 18 Vareto reviews. | 91% (Based on 18 reviews) | |
Scorecards | Displays and shares company performance data to increase transparency across the board. This feature was mentioned in 11 Vareto reviews. | 89% (Based on 11 reviews) |
Budget Creation
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data | Not enough data | |
Budget Hierarchies | Define budget structure elements and how they are linked hierarchically | Not enough data | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions | Not enough data | |
Formulas | Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues | Not enough data | |
What-If | Test the potential financial impact of business decisions on revenues and expenses | Not enough data | |
Budget Periods | Users can customize standard budget periods (3, 9, or 12 months) | Not enough data |
Budget Management
Consolidation | Consolidate multiple budgets from different departments or business entities | Not enough data | |
Adjustments | Users with administrative access rights can modify budgets | Not enough data | |
Workflows | Workflows are used to define the steps required to alter budgets and who needs to approve changes | Not enough data |
Forecasting
Historical Data | Forecasting is based on past transactions and historical financial or operational data | Not enough data | |
Reforecast | Ability to recreate forecasts to include new information that may impact budgets | Not enough data | |
Forecast Types | Support multiple types of forecasts such as balance sheet and cash flow forecasts | Not enough data | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) | Not enough data | |
AI | Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns | Not enough data |
Analytics
Variance Analysis | Project out as the year progresses to accommodate trends that affect key business drivers. | Not enough data | |
Forecasts Comparison | compare Income Statement, Balance Sheet, and Cash Flow for multiple periods | Not enough data | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data | Not enough data |
Data Management
Data Import | Financial information can be imported from multiple sources such as spreadsheets, text files, or databases | Not enough data | |
Data Consolidation | Data from multiple systems can be centralized into a single repository | Not enough data | |
Data Validation | Financial data can be validated to avoid duplicates and errors | Not enough data |
Reporting Structure
Reporting Hierarchy | Administrators can define and manage the reporting structure and access rights to each report | Not enough data | |
Report Templates | Templates that can be used to create new reports without starting from scratch | Not enough data | |
Report Types | Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date | Not enough data |
Standard Analytics
Standard KPIs | Include most common financial KPIs such as gross and net profit margin, or working capital | Not enough data | |
Standard Reports | Standard financial reports are provided out of the box | Not enough data | |
Financial Statements | See feature definition | Ability to analyze financial statements such as income statement and balance sheet | Not enough data |
Drill Down | Users can drill down to the detail level of each transaction or financial entry | Not enough data |
Custom Analytics
Dashboards | Dashboards can be customized to display different types of data from various sources | Not enough data | |
Custom KPIs | Users can modify standard financial KPIs and metrics | Not enough data | |
Custom Reports | Allow users to edit reports and to combine multiple reports | Not enough data | |
Self Service | A dedicated portal for external users with limited access to the system | Not enough data | |
Multiple Entities | Monitors the financial performance of multiple entities | Not enough data |
Financial Planning
Extended Planning | As reported in 11 Vareto reviews. Analysis that creates business plans outside of finance, including sales, marketing, or HR. | 80% (Based on 11 reviews) | |
Reporting | Based on 19 Vareto reviews. Reports on departmental KPI metrics measured against targets. | 92% (Based on 19 reviews) | |
Integration | Consolidates planning processes across an organization into a single solution. This feature was mentioned in 19 Vareto reviews. | 92% (Based on 19 reviews) |
Visualization
Graphs and Charts | Offers a variety of attractive graph and chart formats. | Not enough data | |
Score Cards | Score cards visually track KPI's. | Not enough data | |
Dashboards | See feature definition | Provides business users an interface to easily design, refine and collaborate on their dashboards | Not enough data |
Formats | Allows one to create and export visualization into various formats (PNG, JPEG, etc.) | Not enough data |
Collaboration
Sharing | Provides the ability to easily share visualizations. | Not enough data | |
Co-Editing | Allows multiple users to edit and create visualizations together. | Not enough data | |
Devices | Has the ability to edit visualization across devices and device types (e.g. computer and phone). | Not enough data |
