Data Analytics and Insights

We blend technology and accounting to ensure your major business decisions are based on insights, not data.

Our Edge

We help you reduce time and costs spent preparing financial information for reporting and analysis.

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Service Offerings

Financial Close Process Automation and Reporting

  • Comprehensive financial reporting application - P&L, Balance Sheet, Cash Flow reports
  • Dynamic visualizations around key financial metrics
  • Power BI with data preparation and consolidation automated on backend

Outsourced Training and Upskilling for Accounting Teams

  • Microsoft Excel and Power BI Training
  • 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 or on-site

Performance Management (Dashboards)

  • Custom analytical templates for dashboards for any need or purpose
  • 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

“If you’re a small company, focus on your product and process. Leave your accounting to a company like Wiss because they understand what you’ll need. Wiss keeps your income statement updated for you, and you can log into the online Intacct portal and look at it weekly. Working with Wiss gives me a peace of mind.”

Adam Kalbermatten
CEO, Zebrasci

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