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How trustworthy are the data you use for financial reporting and analysis?

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You lack an up-to-date view of current assets and liabilities to manage working capital

With the shift to daily or weekly reporting of key financial metrics, are you are stuck with one-size-fits-all reports from your ERP? Does every small change to a report require specialized IT skills? Does your team resort to time-consuming, error-prone manual data dumps into Excel? If so, it can be hard to get a timely, accurate view of working capital to assess your liquidity and short-term financial health.

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You lack timely, accurate planning data to control costs and seize new revenue opportunities

Do lengthy, uncontrollable planning cycles restrict your ability to respond quickly to change or model multiple potential future scenarios? If so, it can be hard to access timely, accurate data, granular enough to plan your best course of action for tightening costs or exploiting potential new opportunities.

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You struggle to monitor your effective tax rate and transfer prices to reduce risk and ensure compliance

With volatile international markets and disrupted supply chains, are you reliant on manual processes to collect and collate data to reforecast your tax position or provide visibility into transfer prices? If so, it can be hard to keep up with changes in legislation across multiple jurisdictions. This increases risk, making it harder to ensure compliance with local tax authorities.

Executive Dashboards and Reports in Five Minutes

Improve Executive Visibility into Financial Processes to Fuel Growth

Make sense of rapidly changing conditions with tighter reporting intervals

Eliminate cumbersome manual reporting processes and enable your finance team to create and share professional reports and dashboards. These will arm people across your organization with timely, accurate information. Enjoy a shared consistent view of working capital metrics like Days Sales Outstanding (DSO), Days Payable Outstanding (DPO), and Cash Conversion Cycle (CCC). Track other key metrics including EBITDA, revenue growth, and operating expenses. With this single source of truth, your management team will spend less time arguing about the numbers, and more time focused on improving business results. Now, more than ever, it is critical that business leaders understand what is happening in real time.

See an example report:

C Levelexec Tighterreporting

Shrink planning cycles to adapt quickly to volatile market conditions

Enable your finance team to stay in control by capturing planning data from front-line workers across your organization, while integrating operational and financial plans to drive more accurate plans. Tackle financial planning, workforce planning, supply chain planning, contingency planning, and more. Shrink planning cycles and model an unlimited number of scenarios to respond quickly and decisively to whatever changes the global markets have in store for your organization. Create models to help with cost analysis, what-if analysis, supply chain optimizations, risk management, and more. Now, more than ever, it is critical that business leaders have access to accurate, timely planning data, so they can control costs and take advantage of new opportunities.

Bizview Solutions Clevelexec Shrinkplanning

Uncover critical insights from tax and transfer pricing data sooner to reduce risk and aid compliance

Automate collection, collation, and calculation of data required by your tax and transfer pricing teams. Reduce time-consuming manual processes for your tax team, while improving the quality of their data and reducing errors. Compare actual year-to-date results and forecast data across reporting cycles by creating a group-wide framework to better understand potential tax exposure and to aid compliance and governance. More frequent monitoring of transfer prices and reforecasting of profitability across different entities help your team stay ahead of the game. It also allows you to keep all stakeholders informed to avoid nasty year-end surprises and reduce the risk of audit scrutiny. Now, more than ever, it is critical that business leaders have access to accurate, timely tax and transfer pricing data to reduce risk and aid compliance against a backdrop of changing legislation.

C Levelexec Taxandtransfer

Integrates with:



  • Deltek Ajera
  • Deltek Maconomy
  • Deltek VantagePoint
  • Deltek Vision
  • Deltek Vision Cloud


  • Viewpoint Spectrum
  • Viewpoint Vista

MRI Software

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


  • 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



  • 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


  • 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
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • 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
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • 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
  • 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
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
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  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
Cfo Roadmap

CFO's Roadmap for Introducing New Technology to Streamline Financial Processes

Watch this on-demand webinar to explore a new financial reporting process. Hear advice from the Director of Business Intelligence at Alliance Data, and learn:

  • How to identify issues with your current processes
  • Determine the impact of these issues
  • Create a business case to invest in new technology
  • Develop a plan of change to ensure successful implementation

Work with the #1 Vendor Supporting the Office of the CFO with Financial Reporting, Integrated Planning, Tax, and Transfer Pricing Solutions

Logo Block Davis Shirtliff

“With Jet Analytics, our executive team now spends less time briefing developers to design reports and more time making important business decisions.”

Logo Block Davis Shirtliff George Mbugua Finance Director at Davis & Shirtliff View Customer Story

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