Integration

Connect and seamlessly sync your accounting and non-financial data.

• QuickBooks Online & Desktop
• Xero
• CSV Trial Balance
• Gusto
• Datasheets & Google Sheets

Made Easy

Eliminate wasted time and cut costs, automate your reporting, and deliver insights in record time. All reports and dashboards are fully customizable, allowing you to create the exact report you need. Our solution is not just software, it’s your key to simplifying complex data analysis.

FP&A Solution

Experience the next level of financial planning and analysis within a familiar environment that integrates a dynamic, intelligent spreadsheet. Elevate your business with 3-way forecasting and clarity of insights coming from one definitive source for all your crucial information.

Monthly Close

Save hours transforming data as the closed book month rolls forward automatically and updates your reports and dashboards with the newest information. Reduce the likelihood of mistakes in calculations, data entry, and formatting. Revolutionize your financial workflows.

Deliverables

Adapt to the evolving needs of the business without significant manual intervention. Our templates scale easily to accommodate growing reporting requirements. In seconds, your reports will be populated, streamlined, and personalized for both old and new users alike. 

Data Syncing

Enhance your services with consistent, data-rich reports that stay current. Provide comprehensive and shareable visuals on most recent financial performance. Our intelligent spreadsheet auto-updates with changing time periods, removing the need for manual adjustments.

Visualization

Put your data into the right perspective by using advanced functionalities like dynamic statements, interactive metrics, and live text. Drill down into underlying data. Use your own branding and colors. Guarantee consistent quality and create impressive deliverables quickly and efficiently.

Automation

Simplify multi-company and multi-currency consolidation with our cutting-edge automation features. Utilize account-matching technology, create budgets and forecasts by department or class, and easily convert your financials into a reporting currency of choice. Redefine how you navigate and leverage your financial data landscape.

Collaboration

Our Client Portal is a centralized platform for data sharing and analysis. Provide engaging visuals and expertly crafted reports that increase comprehension and fuel client interactions. Allow teams to work with the same set of data, promoting data-driven discussions.

Decision Making

Empower decision-makers with timely and relevant insights that facilitate quicker responses to changing business conditions. Automate routine analysis tasks. Easily share reports and dashboards for strategic and actionable decision-making. Focus on driving business growth.