Business Reporting & Dashboard Software for Professional Services

How Easily Can You Access Financial Data to Tackle the Complexity of Business and Professional Services Reporting?

Time Tracking and Expense Management are Too Manual

Evaluating critical KPIs like utilization rates requires time-consuming static data dumps into Excel for formatting and manipulation. You need faster visibility into the KPIs that tell you the health of your business.

Answering One-Off Questions Takes Too Long

Responding to ad hoc questions about billable hours, project status, job costs, and revenue recognition is a time-consuming, manual process when the need for answers is urgent.

Data Access and Integration from Other System is Lacking

You need a single source of truth for reporting, but struggle to access and integrate data across platforms like your project management system and your ERP, leaving you reliant on IT or consultants to create and maintain your reports and analytics.

Fast, Accurate Business and Professional Services Reporting Software for Finance Teams

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Accelerate Challenging Business and Professional Services-Specific Reporting

Whether you are using Oracle EBS, Sage, Microsoft Dynamics, or JD Edwards, you can quickly create the GL reporting you need. Easily report on your KPIs with the ability to build drillable reports for utilization rate, net labor multiplier, and overhead rate. Find quick answers to questions about your average collection period, current ratio, and debt-to-equity ratio.

Create Real-Time, Drillable Reports for Your GL and Beyond

Enable the finance team to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes, without help from IT or consultants. With direct access to accurate data from your ERP, users can drill into journals, balances, and subledger transactions to find and quickly fix reconciliation or data integrity issues. Go beyond the GL for project management reporting and have a single source of truth for reporting on project status, billable ratios, project budget vs. actual, and time tracking.

Tackle One-Off Questions With Ease

Create ad hoc reports on project costs, utilization, and revenue, then drill down into the detail to answer questions from other departments and clients. Create and format your reports exactly how you need them.

Help Executives and Functional Leaders Visualize Key Metrics

Create live dashboards to track project margins, billable utilization, revenue per employee, project overruns, and resource requirements. Provide executives with project- level analytics to identify areas for improved profitability, efficiency improvements by project, and resource allocation.

Create a Single Source of Truth for Reporting and Analytics

Integrate data across your ERP and other professional services software such as expense reporting, time reporting, and CRM software for a consistent, accurate view of your business. Rationalize reporting across multiple ERP systems following mergers and acquisitions. Create a single source of truth for reporting without requiring specialist skills so you can de-risk and accelerate delivery of your BI and analytics projects.

Integrates with:

Oracle

Oracle E-Business Suite (EBS)
Oracle EPM Cloud
Oracle ERP Cloud
Oracle Essbase
Oracle Financial Consolidation and Close (FCCS)
Oracle Fusion
Oracle Hyperion Enterprise
Oracle Hyperion Financial Management (HFM)
Oracle Hyperion Planning
Oracle PeopleSoft
Oracle Planning and Budgeting Cloud Service (PBCS)
Oracle Tax Reporting

JD Edwards

Microsoft

Dynamics 365 Business Central
Dynamics 365 Finance and Supply Chain Management
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics NAV C5
Dynamics SL
SQL Server Analysis Services (SSAS)

SAP

NetSuite

Deltek

Deltek Ajera
Deltek Maconomy
Deltek VantagePoint
Deltek Vision
Deltek Vision Cloud

Viewpoint

Viewpoint Spectrum
Viewpoint Vista

MRI Software

MRI Commercial Management
MRI Financials
MRI Horizon
MRI Horizon CRE
MRI Qube Horizon
MRI Residential Management

SYSPRO

Epicor

Epicor Avante
Epicor BisTrack
Epicor CMS
Epicor Enterprise
Epicor Epicor SLS
Epicor iScala
Epicor Kinetic
Epicor LumberTrack
Epicor Manage 2000
Epicor Prophet 21
Epicor Tropos

Infor

Infor CloudSuite Financials
Infor Distribution SX.e
Infor Financials & Supply Management
Infor Lawson
Infor M3
Infor System21
Infor SyteLine

Sage

Sage 100
Sage 100 Contractor
Sage 200
Sage 300
Sage 300 CRE (Timberline)
Sage 500
Sage 50cloud Accounting
Sage AccPac
Sage Adonix Tolas
Sage Estimating
Sage Intacct
Sage MAS
Sage X3

Other

24SevenOffice
A+
AARO
AccountEdge
Accounting CS
Accountmate
Acumatica
Alere
Anaplan
Aptean
Assist
ASW
Aurora (Sys21)
Axion
Axis
BAAN
Banner
Blackbaud
BlueLink
Book Works
BPCS
Cayenta
CCH
CDK Global
CedAr e-financials
CGI Advantage
Clarus
CMiC
CMS (Solarsoft)
Coda
Coins
Colleague
CPSI
CSC CorpTax
Custom
CYMA
DAC
Data Warehouse
Datatel
DATEV
Davisware Global Edge
Davisware S2K
Deacom
DPN
e5
eCMS
Eden (Tyler Tech)
Emphasys
Entrata
Etail
Expandable
FAMIS
Famous Software
Fern
FinancialForce
FireStream
FIS
FiServ
Flexi
Fortnox
Foundation
Fourth Shift
Friedman
Full Circle
GEMS
Harris Data (AS/400)
HCS
HMS
IBM Cognos TM1
IBS
IBS-DW
In-House Developed
Incode
INFINIUM
IQMS
iSuite
Jack Henry
Jenzabar
JobBOSS
Jonas Construction
M1
Macola
MACPAC
Made2Manage
MAM
MAM Autopart
Manman
Mapics
McLeod
MEDITECH
MFG Pro
MicrosOpera
MIP
Mitchell Humphrey
Movex
MRI
MSGovern
Munis (Tyler Tech)
New World Systems
Onesite
Onestream XF
Open Systems
PDI
Penta
Plexxis
PowerOffice
PRMS
Pro Contractor
ProLaw
Q360
QAD
QlikSense
Quantum
Qube Horizon
QuickBooks Desktop Premier
QuickBooks Desktop Pro
Quickbooks Enterprise
QuickBooks Online
Quorum
RealPage
REST API
Retalix
Ross
SmartStream
Spokane
Springbrook
Standalone DB with ODBC/DSN connection
Standalone IBM DB
Standalone Oracle DB
Standalone SQL DB
SUN
Sunguard
SunSystems
Sys21
SyteLine
TAM (Applied Systems)
Thomson Reuters Tax
Timberline
TIMELINE
Traverse
TripleTex
Unit4
Unit4 Agresso
Unit4 Business World
Unit4 Coda
USL Financials
Vadim
VAI-System 2000
Vantage
Vertex
Visma
Winshuttle
Wolters Kluwer CCH Tagetik
WorkDay
Xero
xLedger
Xperia
Yardi
Yardi-SaaS

Cash Flow Analysis: Cash Management Has Never Been so Critical

Are you being asked to provide answers to many new scenarios like: Where your Cash flow will be in a certain number of days? Which vendors are overdue?

To learn how best-in-class businesses are solving these problems, watch this 20-minute video to see: