How Wiss Harnesses the Power of Data

May 4, 2023


By Sean Hannaford, Technology Advisory Associate

In today’s technology-driven world, businesses must find effective ways to manage, store, and access their data. At Wiss, we understand the importance of efficient and secure data management. Our Technology Advisory team specializes in helping clients develop data management strategies and create informative dashboards that provide valuable insights.

Data management is crucial in accounting services, particularly in QuickBooks, where it’s essential to maintain records of financial reports like balance sheets and income statements for extended durations. However, managing such large volumes of data can become tedious and challenging, taking away valuable time and resources from core business activities. At Wiss, we offer a solution to expedite this process by automating and enhancing the generation of these reports using software.

We utilize multiple tools in a multi-stage process to automate the report generation process. First, we write a backend application with access to the accounting service’s API, enabling us to securely access our client’s accounting information. Once we have access to our client’s data, the application can manage the data in a way that suits the intended use, such as combining, grouping, and altering tables aggregating data, performing calculations, parsing the most critical details, and so on.

The next step involves storing the data in a SQL Server Database. This enables our clients to securely access their accounting data quickly and easily, making it available for future reference or the creation of trend analysis and projections. In addition, with the data stored in the database, we can create personalized dashboards for our clients that display the most critical metrics and visualizations they need to monitor their business’s performance. These dashboards are continually updated with the latest data, ensuring that our clients always have access to the most current information they need to make informed business decisions.

At Wiss, we understand that every business is unique and has different data management needs. Therefore, we work closely with our clients to develop customized data management and dashboard solutions that meet their specific needs. Our team of experts has extensive experience working with various data management and visualization tools, and we use this knowledge to develop solutions tailored to our client’s businesses.

Effective data management is essential in making informed business decisions. In today’s technology-driven world, having a partner who can harness the power of your data is a key to your success and a competitive edge in the marketplace. At Wiss, our Technology Advisory team can help businesses develop data management strategies and create customized dashboards that provide valuable insights. With our expertise in data management and visualization tools, we can help our clients save time and resources by providing them with the information they need to succeed.


Reach out to a Wiss team member for more information or assistance.

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