Shrink Planning, Reporting, & Close Cycles by 50%
What can we help you with?
Solutions
Connect ERPs Directly to Excel. Real-Time Data. No IT needed.
- Export Data to Excel – Easily export real-time data from your ERP into Excel. No manual downloads or CSVs.
- Self-Serve Custom Reports – Create reports with a drag-and-drop interface. Save reports as templates.
- Combine sources – Combine data from all common systems. Includes GL and non-GL data.
Dashboards that transform data into actionable insights.
- Customizable – Create custom reports embedded in your application. Allow users drilling into data with a few clicks.
- Pixel Perfect – Make interactive reports your stakeholders want to use. Integrates seamlessly without clunky iFrames.
- No Code – Build and customize dashboards with a simple online interface. No developers required.
Shorten planning cycles 50% by automating FP&A.
- Live Data – Access live data from your ERP in your dashboard or Excel. Track revenue, cash flow, and more.
- Instant Analysis – Create accurate budgets and forecasts in minutes. Sales forecasts, workforce planning, budgeting.
- Single Source of Truth – Get one platform for all your planning data. Access on any device. Updated in real-time.
Shorten planning cycles and support continuous planning.
- Streamlined Processes – Plan frequently and accurately by eliminating manual, spreadsheet-based processes.
- Enhanced Decision-making – Implement rolling forecasts and scenario planning for better-informed decisions.
- Extended Planning – Empower frontline workers to participate in the planning process to increase accuracy.
Collect and analyze tax data to drive strategic decisions.
- Automate Data Collection – Put real-time data at your fingertips to support analysis and strategic tax planning.
- Forecasting & Scenarios Analysis – Forecast ETR and the impact of strategic or regulatory changes.
- Global Tax Planning – Understand tax implications across your global footprint. Manage BEPS Pillar Two elections.
Fast and accurate close and consolidation.
- Automated Consolidation – Accelerate the close process by automating all the manual data collection.
- Complex Scenarios – Handle complex consolidation scenarios, multiple sources, currencies, and entities.
- Compliance – Pre-built safeguards meeting accounting standards including audit trails and access controls.