TracAnything

by SalesHub, LLCSalesforcePaid

Manages project finances, budgets, expenses, and delivery workflows on Salesforce.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
TracAnything — screenshot from the Salesforce AppExchange listing

What it does

TracAnything combines project management with project accounting and financial planning on Salesforce. It covers project planning, execution, and monitoring, with tools for budgeting, forecasting, and expense tracking. The vendor also describes workflows for timesheets, leave and PTO requests, vendor management, and IT asset tracking. It provides a centralized view of project, campaign, and enterprise spending.

Key capabilities

from the Salesforce AppExchange listing

Project management

Supports project planning, execution, and monitoring, with Agile and waterfall management.

Budgeting and forecasting

Provides budgeting and forecasting tools for project-based accounting.

Expense tracking

Tracks project expenses and provides a view of project, campaign, and enterprise spending.

Time and leave workflows

Automates timesheets, leave management, and PTO requests.

Vendor management

Supports vendor onboarding and performance monitoring.

IT asset tracking

Tracks IT assets from procurement through retirement alongside projects.

How it compares

Salesforce Campaign Expense Recorder focuses on campaign finances, expense categorization, and approvals, while TracAnything also covers project accounting, budgeting, and broader spending. Arrow PSA describes project portfolio planning and organizing tasks and dependencies; TracAnything also describes financial planning, expense tracking, and IT asset tracking.

NamePricingDeploymentUpdated
TracAnythingthis pluginPaidCloud
Salesforce Campaign Expense RecorderFreeCloud
Arrow PSA - Project Management & Professional Services AutomationPaidCloud

In the catalog

295 plugins in Salesforce Platform · Finance

Price distribution: 53 free, 14 freemium, 228 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

More from SalesHub, LLC

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What the vendor says

«All-in-One Project Accounting & Financial Management on Salesforce TracAnything is a Salesforce-native, modular platform that streamlines project management, controls costs, and enhances financial performance with AI-driven insights and real-time data. Key Benefits: PMO Capabilities: Efficient project tracking and …»

Official marketplace listing

Publisher
SalesHub, LLC
Updated on marketplace
Facts verified