Financial Close Process Automation and Reporting
We help middle-market companies reduce time and costs spent preparing financial information for reporting and analysis
- Comprehensive financial reporting application. Includes P&L, Balance Sheet, Cash Flow reports; dynamic visualizations around key financial metrics
- Deployed in Power BI with all data preparation and consolidation automated on back end
Outsourced Training and Upskilling for Accounting Teams
Training that enables your team to acquire key data analytics skills using Microsoft Excel and Power BI.
Building blocks
- Build capabilities to drive efficiency and save time
- Reinvest saved time into analytics to drive the business
- Build technical and business acumen
- Key business intelligence concepts
- Excel and Power BI focused
Sessions
- Conducted remotely and recorded
- On-site day sessions also available
Performance Management (Dashboards)
Custom analytical templates for dashboards for any need or purpose
Building blocks
- Segment regional data and break down performance drivers
- Showcase dynamically attributes driving historic results
Accounts receivable reconciliation
- Review historic or future cash forecasts
- Select date and dynamically calculate the expected account receivable with various breakdown possibilities
