Automatic Recalculations
Optimize calculations…
Collaboration and Automation
Develop teamwork with
technology and gain productivity.
technology and gain productivity.
Automatic Recalculations
- Automatically calculate budgets, forecasts, financial plans, etc. to create different scenarios.
- Create advanced formulas to solve sophisticated calculations needed for your business with total reliability.
- Distribute indirect expenses with 100% integrity and traceability through pre-established and secure processes.
- You can perform these apportionments for actual data and budget, with different methods: apportionment keys, ABC (Activity Base Costing) method, among others.
- Automatically fill in the value of one or more specific dimensions when entering budget data or importing data.
- Enter aggregate data for the year and use allocation keys to obtain the monthly payment or allocation key to break down a total by product.
- View system events at any time to verify that calculations have been performed correctly.
Integrated ETL
Integrated ETL
Optimize data processing…
- Create sophisticated data integration processes: different ERPs, accounting mix, sales statistics, people data, etc. for maximum customization.
- Integrate data from any data source and update your data with integrity.
- Use intelligent correlation tables and preset links to ensure the homogeneity of your data.
- Define simple data processes in a single process, import and create flexible, 100% reusable data analyses
- The solution updates in real time any modification made to the ERP, keeping reports up to date.
Database management
Database management
No database management knowledge required
- You can consult the data whenever you need to validate the information.
- Modify values ‘en bloc’ in seconds when you need to. Example: from one cost center to another.
- Copy data securely and ‘en bloc’. Example: from one version to another → Actual + Budget to new forecast.
- Recalculate the data ‘en bloc’ to correct or simulate. Example: 2% sales increase for 5 products in a specific version.
- Remove inconsistent and/or old data ‘en bloc’ to maintain an optimized database.
Workflow
Workflow
Encourage teamwork…
- At the start of the budget process the workflow is automatically triggered, with full monitoring for reporting delays and messaging.
- Submit forms in packets rather than one at a time, in an automated fashion.
- Delegate budgeting and target management tasks to another user, effortlessly and with full traceability.
- Validate, reject and/or comment on quotations delivered directly in the application and thus avoid the use of EXCEL, OUTLOOK, etc.
- View ‘My To Do List’ when you enter the home page and access in one click to the budget template, target management or submitted reports.
Messaging
Messaging
Communicate, exchange …
- Communicate the results of the budget process to the organization. Example: “The target of 15 days to complete the last forecast has been reached, thank you for your effort”.
- Report on the objectives of the next forecast and attach the reference document.
- Publish specific reports and web links directly in the home window.
- Report budget delays, forecast on a systematic basis.
- Automatically notify managers whose results for the month do not meet the target, or manually.
- Send notifications on the status of achievement of strategic objectives.
Integrated ETL
Optimize data processing…
- Create sophisticated data integration processes: different ERPs, accounting mix, sales statistics, people data, etc. for maximum customization.
- Integrate data from any data source and update your data with integrity.
- Use intelligent correlation tables and preset links to ensure the homogeneity of your data.
- Define simple data processes in a single process, import and create flexible, 100% reusable data analyses
- The solution updates in real time any modification made to the ERP, keeping reports up to date.
Database management
No database management knowledge required
- You can consult the data whenever you need to validate the information.
- Modify values ‘en bloc’ in seconds when you need to. Example: from one cost center to another.
- Copy data securely and ‘en bloc’. Example: from one version to another → Actual + Budget to new forecast.
- Recalculate the data ‘en bloc’ to correct or simulate. Example: 2% sales increase for 5 products in a specific version.
- Remove inconsistent and/or old data ‘en bloc’ to maintain an optimized database.
Work in real time and reduce 3/4 of the time spent monitoring and communicating with the organization.
Workflow
Encourage teamwork…
- At the start of the budget process the workflow is automatically triggered, with full monitoring for reporting delays and messaging.
- Submit forms in packets rather than one at a time, in an automated fashion.
- Delegate budgeting and target management tasks to another user, effortlessly and with full traceability.
- Validate, reject and/or comment on quotations delivered directly in the application and thus avoid the use of EXCEL, OUTLOOK, etc.
- View ‘My To Do List’ when you enter the home page and access in one click to the budget template, target management or submitted reports.
Messaging
Communicate, exchange …
- Communicate the results of the budget process to the organization. Example: “The target of 15 days to complete the last forecast has been reached, thank you for your effort”.
- Report on the objectives of the next forecast and attach the reference document.
- Publish specific reports and web links directly in the home window.
- Report budget delays, forecast on a systematic basis.
- Automatically notify managers whose results for the month do not meet the target, or manually.
- Send notifications on the status of achievement of strategic objectives.
A TECHNOLOGICAL SOLUTION
Our systems integrate with any system(s) used by the organization to homogenize data processing and obtain maximum integrity.
Integration of different data sources:
- Import from SQL through direct queries on the database
- Import of flat files (CSV, TXT)
- Import from Excel
- Import from multiple systems:
- ERP (SAP, Navision, SAGE, Oracle, etc.)
- CRM
- Payroll
- Sales
- Booking
Contact a Specialist
For more information, please fill out the form below and a member of our team will contact you shortly!
