toast EPM Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
toast EPM: Top Project Management Software
4.35 / 5
Featured Project Management Software Alternatives for toast EPM
$9 per seat per month
Zoom, Google Docs, Salesforce, Slack and more
Document collaboration and comments
Editor's Take
monday.com is a Work Operating System (Work OS) that enables teams to plan, organize, and manage tasks efficiently. Known for its customizable interface, it allows users to tailor workflows to suit specific needs, whether for task management or complex projects. The software’s automation features help reduce manual work by automating repetitive tasks based on set triggers. monday.com also fosters team collaboration through real-time updates, file sharing, and discussion threads, making it easier for teams to stay aligned and productive. Additionally, it integrates with popular tools like Slack, Google Drive, and Zoom to streamline operations across platforms.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$10 per user per month
Google Drive, Slack, Salesforce, and QuickBooks
Request forms and @mentions
Editor's Take
Wrike is a project management platform designed to help teams streamline their workflows and boost productivity. It offers a flexible, user-friendly interface that allows users to manage tasks, track progress, and collaborate on projects in real time. With its customizable dashboards and detailed reporting tools, Wrike provides clear visibility into project timelines and team performance. The platform also supports automation, enabling teams to automate repetitive tasks and reduce manual efforts. Collaboration is enhanced through features like task comments, file sharing, and integrations with tools such as Slack, Microsoft Teams, and Google Workspace. Wrike’s scalability makes it suitable for teams of any size, from small businesses to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
Yes
project management, and time tracking, billing, ticketing
Editor's Take
ConnectWise PSA (formerly known as ConnectWise Manage) is a comprehensive Professional Services Automation (PSA) software tailored for IT service providers, managed service providers (MSPs), and technology solution providers. It centralizes key business functions, from project management and time tracking to billing, ticketing, and customer relationship management (CRM). Designed to streamline operations and enhance service delivery, ConnectWise PSA enables teams to manage service tickets efficiently, track and bill time accurately, and automate invoicing for smoother financial processes.
The software’s project management capabilities help users organize tasks, monitor progress with Gantt charts, and allocate resources effectively, ensuring projects are delivered on time and within budget. ConnectWise PSA also offers robust reporting and analytics tools, providing insights into operational efficiency, financial performance, and customer satisfaction, which help users make data-driven decisions.
A standout feature is its integration with the ConnectWise ecosystem, including tools like ConnectWise Automate and ConnectWise Sell, as well as third-party applications such as QuickBooks, Microsoft 365, and IT Glue. These integrations allow seamless workflows across IT operations, from service delivery and sales to finance, making it easier for IT service providers to manage all aspects of their business in one platform.
ConnectWise PSA’s flexible pricing and scalable functionality suit both small MSPs and large IT enterprises, offering tailored options based on business needs. Overall, ConnectWise PSA is an industry-leading choice for IT professionals seeking a robust, all-in-one platform that improves service efficiency, operational visibility, and client satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
toast EPM Review
What is toast EPM
Toast EPM software features center on unifying budgeting, forecasting, and financial reporting within a single platform. This integration reduces errors by ensuring consistent data across departments, while enabling collaborative input with controlled versioning and audit trails. Its configurable modeling tools allow businesses to customize financial models based on operational structures, which is essential for organizations requiring frequent adjustments and scenario planning.
Data integration is another key aspect, as Toast EPM connects seamlessly with ERP systems and general ledgers to automate the consolidation of financial data. This automation minimizes manual input and enhances accuracy, supporting more reliable forecasts and reports. Such features are particularly useful for companies seeking to streamline financial workflows and improve transparency.
Reporting capabilities include customizable dashboards that visualize key performance indicators and financial metrics, catering to both high-level executives and operational teams. These tools are designed for ease of use, enabling finance professionals to generate insightful reports without needing extensive technical skills. The software also supports collaborative workflows by facilitating task management and communication within budgeting and forecasting processes, crucial for accountability and progress tracking in financial planning.
Security is built into the platform through role-based access controls and comprehensive audit trails, ensuring sensitive information is protected and compliance requirements are met. Toast EPM is typically offered as a cloud-based solution, enhancing scalability and accessibility for distributed teams while reducing IT maintenance burdens.
Companies exploring how toast EPM improves restaurant management will find its centralized data management and automation helpful for handling complex financial operations efficiently. For those interested in broader enterprise solutions, it may be helpful to explore the best customer experience management softwares to understand complementary tools that can enhance overall business performance.
Featured Project Management Software Products
$9 per seat per month
Zoom, Google Docs, Salesforce, Slack and more
Document collaboration and comments
Editor's Take
monday.com is a Work Operating System (Work OS) that enables teams to plan, organize, and manage tasks efficiently. Known for its customizable interface, it allows users to tailor workflows to suit specific needs, whether for task management or complex projects. The software’s automation features help reduce manual work by automating repetitive tasks based on set triggers. monday.com also fosters team collaboration through real-time updates, file sharing, and discussion threads, making it easier for teams to stay aligned and productive. Additionally, it integrates with popular tools like Slack, Google Drive, and Zoom to streamline operations across platforms.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$10 per user per month
Google Drive, Slack, Salesforce, and QuickBooks
Request forms and @mentions
Editor's Take
Wrike is a project management platform designed to help teams streamline their workflows and boost productivity. It offers a flexible, user-friendly interface that allows users to manage tasks, track progress, and collaborate on projects in real time. With its customizable dashboards and detailed reporting tools, Wrike provides clear visibility into project timelines and team performance. The platform also supports automation, enabling teams to automate repetitive tasks and reduce manual efforts. Collaboration is enhanced through features like task comments, file sharing, and integrations with tools such as Slack, Microsoft Teams, and Google Workspace. Wrike’s scalability makes it suitable for teams of any size, from small businesses to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
Yes
project management, and time tracking, billing, ticketing
Editor's Take
ConnectWise PSA (formerly known as ConnectWise Manage) is a comprehensive Professional Services Automation (PSA) software tailored for IT service providers, managed service providers (MSPs), and technology solution providers. It centralizes key business functions, from project management and time tracking to billing, ticketing, and customer relationship management (CRM). Designed to streamline operations and enhance service delivery, ConnectWise PSA enables teams to manage service tickets efficiently, track and bill time accurately, and automate invoicing for smoother financial processes.
The software’s project management capabilities help users organize tasks, monitor progress with Gantt charts, and allocate resources effectively, ensuring projects are delivered on time and within budget. ConnectWise PSA also offers robust reporting and analytics tools, providing insights into operational efficiency, financial performance, and customer satisfaction, which help users make data-driven decisions.
A standout feature is its integration with the ConnectWise ecosystem, including tools like ConnectWise Automate and ConnectWise Sell, as well as third-party applications such as QuickBooks, Microsoft 365, and IT Glue. These integrations allow seamless workflows across IT operations, from service delivery and sales to finance, making it easier for IT service providers to manage all aspects of their business in one platform.
ConnectWise PSA’s flexible pricing and scalable functionality suit both small MSPs and large IT enterprises, offering tailored options based on business needs. Overall, ConnectWise PSA is an industry-leading choice for IT professionals seeking a robust, all-in-one platform that improves service efficiency, operational visibility, and client satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$15 per month
Yes
email tracking, pipeline management, reporting
Editor's Take
HubSpot Sales is a powerful sales automation and customer relationship management (CRM) platform designed to help sales teams streamline processes, improve productivity, and close deals faster. Integrated within the HubSpot ecosystem, this tool provides a comprehensive suite for lead tracking, email automation, pipeline management, and sales analytics, making it ideal for businesses looking to optimize their sales efforts from prospecting to closing.
HubSpot Sales simplifies outreach with email tracking, templates, and automated follow-ups, allowing sales reps to engage leads more effectively and track interactions in real-time. The platform’s pipeline management features give sales teams a clear view of deal stages, helping them prioritize tasks and move leads through the sales funnel with ease. With built-in reporting and insights, HubSpot Sales provides valuable metrics on performance, helping teams identify trends and improve strategy. Integrations with popular tools like Gmail, Outlook, and LinkedIn make it easy for teams to manage all communications within one platform. For organizations aiming to enhance their sales process and drive growth, HubSpot Sales delivers a scalable, user-friendly solution that empowers teams to close deals faster and with greater efficiency.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Demo available
Tax management, employee self-service, analytics
Editor's Take
ADP Workforce Now is a comprehensive human capital management (HCM) platform designed for medium to large businesses. It offers a suite of tools that streamline HR, payroll, talent management, time and attendance, and benefits administration. Known for its scalability and ease of use, ADP Workforce Now allows businesses to automate routine tasks, maintain compliance with changing regulations, and optimize workforce management.
Key features include robust payroll and tax management, employee self-service options, and integrated reporting and analytics. The platform also offers mobile access, allowing employees and managers to handle HR tasks on the go. ADP Workforce Now’s integration capabilities with third-party applications and its strong focus on data security make it a trusted solution for managing complex HR operations.
For businesses seeking a reliable, all-in-one HCM solution that enhances efficiency, ensures compliance, and scales with growth, ADP Workforce Now is an excellent choice.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does toast EPM cost
toast EPM: Top Project Management Software
4.35 / 5
There is no publicly available pricing information for toast EPM software. Interested parties are advised to contact the vendor directly to obtain detailed pricing and plan options.
What are the pros of toast EPM
- Comprehensive tools for budgeting, forecasting, and long-term financial planning within a unified platform
- Real-time integration with ERP and ledger systems to minimize manual input and errors
- Advanced scenario modeling for strategic what-if analysis and decision support
- Cloud-based deployment enabling flexible access and remote collaboration
- Role-based access controls and audit trails to ensure security and compliance
What are the cons of toast EPM
- User interface is less intuitive, resulting in a steeper learning curve for new users.
- Limited customization options for reports and dashboards, restricting tailored outputs.
- Weak integration with third-party accounting and ERP systems, complicating data synchronization.
- Performance slowdowns when processing very large datasets or complex calculations.
- Basic or missing advanced forecasting and predictive analytics features.
- Minimal mobile functionality, reducing usability for on-the-go financial management.
What are the core features of toast EPM
toast EPM: Top Project Management Software
4.35 / 5
Toast EPM offers a range of robust functionalities designed to streamline enterprise performance management and enhance decision-making processes for businesses. Below are key features that prospective customers should consider when evaluating this software solution.
- Financial Planning and Analysis: Enables comprehensive budgeting, forecasting, and financial modeling to support strategic financial decisions.
- Data Integration: Seamlessly connects with various data sources to provide consolidated and accurate financial insights.
- Reporting and Dashboards: Delivers customizable reports and real-time dashboards for in-depth performance tracking and visualization.
- Collaboration Tools: Facilitates cross-departmental communication and workflow management to improve alignment and efficiency.
- Scenario Modeling: Allows users to simulate different business scenarios, helping to anticipate outcomes and optimize plans.
Benefits of using toast EPM
Toast EPM delivers a comprehensive set of advantages tailored to improve enterprise performance management across diverse business needs. Below is a focused review of its key benefits, highlighting features that matter most when selecting a solution for your organization.
- Integrated Financial Planning: Toast EPM combines budgeting, forecasting, and financial consolidation into one cohesive platform. This integration ensures data consistency and enhances accuracy in financial workflows, critical for organizations seeking reliable and streamlined planning.
- Real-Time Data Access: The software provides immediate visibility into essential financial and operational metrics, empowering users to make informed decisions quickly. This agility is invaluable for companies operating in dynamic markets.
- User-Friendly Interface: Designed with ease of use in mind, the intuitive interface reduces training time and encourages adoption across finance teams and business units alike, facilitating smoother implementation and ongoing use.
- Advanced Reporting and Analytics: Robust reporting tools enable the creation of customizable, insightful reports. These analytics capabilities help businesses identify trends and uncover actionable intelligence, supporting strategic decision-making.
- Scalability for Growth: Suitable for mid-sized to large enterprises, Toast EPM scales efficiently without sacrificing performance. This flexibility ensures the software can adapt alongside your organization's evolving needs.
- Secure Cloud Deployment: Offering cloud-based options, the platform reduces IT overhead while enhancing data protection. This deployment model supports remote access and improves overall security posture.
- Collaborative Planning Environment: Features like workflow management and shared planning spaces foster cross-departmental communication. Such collaboration streamlines processes and aligns teams around common goals.
- Scenario Modeling and Forecast Accuracy: With scenario analysis and predictive analytics, the software improves forecast precision and helps anticipate various business outcomes. This empowers organizations to plan proactively and respond effectively to uncertainty.
Our expert take on toast EPM
When evaluating toast EPM software review insights, I find the platform stands out for its robust financial planning and consolidation capabilities. The intuitive interface really makes budgeting and forecasting smoother, which is a big win for teams looking to boost financial agility without getting bogged down by overly complex workflows. Its ability to integrate seamlessly with various ERP systems means less manual data entry and fewer errors, a feature I appreciate especially when handling large volumes of data.
One benefit I often consider in the benefits of toast EPM platform is its scenario planning and what-if analysis tools. These allow me to explore multiple financial outcomes based on different assumptions, which is invaluable when making strategic decisions. Real-time data processing also means I can respond quickly to market shifts or internal changes, keeping the business competitive in a fast-moving environment.
Reporting is another strong suit. The customizable reports make it easy for me to generate the exact financial statements and operational summaries needed for different stakeholders. This transparency is crucial, especially when compliance and audit-readiness are top priorities. However, I’ve noticed that setting up the platform can be challenging at first. The learning curve is steep, and the time required for full implementation varies, so it’s important to plan accordingly.
Investing in dedicated training and ongoing support has been key to unlocking the full potential of toast EPM. While the vendor provides resources, hands-on sessions help users get comfortable with advanced features, ultimately improving adoption and satisfaction. Security is another area where the software shines; it follows strict protocols that safeguard sensitive financial data, which is reassuring in today’s environment where breaches can be devastating.
That said, cost can be a barrier for smaller companies. The platform’s extensive capabilities justify the price for mid-sized to large enterprises, but smaller firms might prefer more budget-friendly options. For those interested in exploring alternatives or expanding their toolkit, I recommend checking out this list of the popular customer success software to see other solutions that might complement or fit different needs better.
What business types use toast EPM
- Retail chains: Toast EPM supports retail companies by managing complex sales and inventory data, enabling real-time sales trend analysis, stock optimization, and margin improvement—key for navigating competitive markets. This addresses critical needs for businesses that use toast EPM in fast-paced environments.
- Manufacturing firms: The software offers robust budgeting and cost management tools that help manufacturers simulate various cost and production scenarios, ensuring operational efficiency aligns with financial goals amid fluctuating raw material costs.
- Healthcare sector: Hospitals and medical groups utilize Toast EPM to enhance financial planning, accommodating variable patient volumes and insurance reimbursements with precise forecasting and integration of financial systems for resource optimization.
- Professional services firms: Consulting and legal organizations benefit from detailed project budgeting and revenue recognition capabilities, handling complex billing and staffing costs to maximize project profitability and resource use.
- Nonprofit sector: Organizations with strict budget constraints rely on the software’s grant management and fund allocation features, ensuring transparent reporting and compliance essential for maintaining donor trust and funding.
- Hospitality companies: Hotels and restaurant groups use Toast EPM to manage seasonal revenue and expense fluctuations, leveraging forecasting and variance analysis to maintain consistent financial health throughout the year.
- Technology companies: Especially subscription-based firms use the solution to forecast recurring revenue and manage rapid expansion, benefiting from flexible revenue recognition and integration with financial systems crucial for scalable growth.
- Educational institutions: Schools and universities apply Toast EPM for multi-year financial planning and tracking diverse revenue streams such as tuition and grants, aligning educational objectives with available resources.
- Energy and utilities companies: The platform aids these companies in modeling volatile commodity prices and regulatory scenarios, supporting informed financial decisions and compliance adherence.
- Real estate companies: These firms leverage Toast EPM to manage cash flow forecasts and capital expenditure across property portfolios, optimizing investment evaluation and financing structures for competitive returns.
Across these industries supported by toast EPM, the software’s strengths in financial consolidation, scenario planning, and reporting empower companies to refine decision-making and enhance performance. For those also interested in customer service tools, the list of the top customer service softwares offers valuable insights into complementary solutions.
Best 5 alternatives to toast EPM
ADP Workforce Now
3.9 / 5
ADP Workforce Now emerges in this discussion as a potential contender in the realm of HCM software, hinting at a unified platform designed to streamline various workforce-related functions. The provided source hints—albeit without extensive details—at a solution that aims to bring together essential human capital management tools under one roof, catering to the diverse needs of organizations. While specifics are sparse in the source material, the overview suggests that ADP Workforce Now is positioned to offer an integrated approach that supports HR and payroll functions alongside other key operational areas. This high-level glimpse into the product invites prospective users to consider its promise of consolidating core processes and enhancing overall workforce management.
Wrike
4.15 / 5
Wrike emerges in the realm of project collaboration software as a solution designed with teams in mind, promising an environment that supports streamlined coordination and efficient project management. Although the available source details remain sparse, Wrike's brief positioning hints at an underlying framework aimed at optimizing collaborative workflows for varying project scales. Its general profile suggests that it caters to teams seeking a central hub for managing project tasks and enhancing communication. For prospective customers exploring project collaboration options, Wrike presents itself as a candidate worthy of further investigation to clarify its full range of capabilities.
HubSpot Sales
5 / 5
HubSpot Sales stands out as a comprehensive tool that consolidates contact and deal management into one streamlined platform, allowing sales teams to efficiently track leads and tailor communications with precision. By automating routine tasks like follow-up emails and lead nurturing, it frees up sales professionals to concentrate on more strategic efforts while reducing the risk of overlooking important steps. Its powerful analytics provide detailed insights through customizable dashboards, helping businesses measure performance, anticipate revenue, and refine their sales tactics. Furthermore, the platform’s seamless integration with marketing and customer service enhances collaboration across departments, offering a complete perspective on each customer’s journey.
ConnectWise PSA
4.1 / 5
ConnectWise PSA is presented as a professional services automation solution engineered to streamline service delivery for organizations of varying sizes. This software offers a unified platform designed to support essential business operations, aiming to reduce administrative burdens while promoting operational efficiency. With its dynamic and adaptable design, ConnectWise PSA aspires to simplify complex workflows and optimize service management. For prospective users exploring professional services automation tools, this solution presents a noteworthy option that emphasizes ease of use and integrated process management.
monday
5 / 5
Monday.com is a highly adaptable platform designed to streamline work and project management for teams of various sizes. Its user-friendly, visually organized interface, enhanced by color-coded elements, allows users to navigate effortlessly without needing technical skills. With over 200 ready-made templates and a straightforward drag-and-drop system, teams can quickly set up workflows and begin managing tasks efficiently. Additionally, its powerful dashboard builder and no-code automation tools help users visualize data clearly and eliminate repetitive processes, boosting overall productivity.
Frequently Asked Questions about toast EPM
Although Toast EPM primarily targets financial and enterprise performance management, it is adaptable to diverse industries that demand detailed financial planning and analysis.
The software typically supports integration with ERP systems, CRM platforms, and other financial tools to ensure smooth and accurate data exchange across business functions.
Toast EPM is generally cloud-based, providing scalability and remote accessibility. Information about on-premises deployment is less frequently detailed by vendors.
Users can tailor reports, dashboards, and planning models to align with their unique business processes and requirements.
Designed with an intuitive interface geared toward finance professionals, the software benefits users who have some familiarity with financial concepts for optimal use.
Yes, it facilitates real-time collaboration among multiple users and departments in budgeting and forecasting activities.
Toast EPM offers extensive reporting tools, including customizable templates, drill-down features, and the ability to create financial statements and performance dashboards.
Certain versions provide mobile access or responsive designs, enabling users to review reports and enter data via mobile devices, though availability varies.
Vendors commonly provide documentation, training sessions, and customer support to help users adopt the software and resolve technical challenges.
The platform uses industry-standard security measures such as user authentication, data encryption, and role-based access controls to safeguard sensitive financial data.
It supports adherence to major financial reporting standards like GAAP and IFRS, ensuring accuracy and regulatory compliance.
Availability of demos or free trials depends on the vendor’s policies; prospective buyers should contact the sales team to obtain this information.
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