The correct platform for the CFO’s work

Estimated read time 3 min read

when it involves reporting, does it experience like you’ve been hired to herd cats in location of have a look at statistics? if your workflow is all paintings without a go with the flow, you lose time on evaluation, major to opinions which may be incomplete, inaccurate, or deceptive. That’s a hazard no board will tolerate for long.

Take again some time with them, which connects you reasserts of data in unmarried surroundings. Their platform automates guide methods for board reporting, announcement of coins flows, profits statements and stability sheets, rate range and forecast reporting, flash and KPI reporting, product line and company’s management reporting tools, CFO decks, and covenant reporting in a single current device. The time you used to spend scrambling can now be spent strategizing.

The maximum vital questions within side the agency come to the finance crew, answer them with confidence.

Advertising is both a workmanship and science

every record, one platform

 Their connected platform places reporting in a single, collaborative location so you can hit the ground going for walks. You’re reporting, critiques, feedback, and approvals are delivered in a single cloud-primarily based absolutely region from crew individuals in awesome places of work, states, or continents, making running collectively smooth and efficient.

  • Board file creation
  • Statement of coins flows
  • Income statements and balance sheets
  • Budget and forecast reporting
  • Flash and KPI reporting
  • Product line and business enterprise unit reporting
  • CFO deck
  • Covenant reporting
  • Spreadsheets for analyst

quit the frustration, begin the creation

Board critiques historically boil proper all the manner all the way down to copious portions of replica and paste from a couple of contributors. now not. The They reporting platform connects data and evaluation at some stage in your agency at once to your board evaluations, so that you can create blunders-unfastened decks in file time.
Have touchy records a person shouldn’t see at some level inside the approach? Don’t fear—you can limitation get proper of entry to character sheets, slides, and pages to hold records exclusive.

Get the assist you want right now from the experts’ Consulting services

They are consulting crew works cautiously with customers, growing insights into middle reporting challenges. From each day economic reporting to sturdy audit methods and enterprise-wide hazard frameworks, they are able to examine your typical method layout and paintings with you to boom the high-quality answers to meet your particular needs.

training, schooling, and CPE credits

Take whole gain of ongoing training and training opportunities. choose what’s right for you—participate online or in-man or woman. Earn CPE credit at a training in a town near you, or sign up for a virtual event nowadays. See an entire listing of sports and non-stop training services.

patron support

Support is available 24/7 through phone, digital messaging, and net-primarily based totally conferencing. They client fulfillment Managers accomplice with clients on agency desires and objectives, imparting in-intensity information and super practices. The skilled They expert offerings team gives numerous XBRL aid options to help with tagging and wonderful practices.

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