Reporting and Analysis
✔︎ Integration and cross-referencing of data from all your company’s tools, regardless of their source.
✔︎ Detailed, accurate and customized real-time financial and management reporting.
✔︎ Selection of all or part of the information you require for your reports to effectively track your budgets.
✔︎ Multi-dimensional “Drill Down” option for maximum detail in your reports.
✔︎ Alerts to users about tasks to be carried out and supervision of each step of the project.
✔︎ Export all reports to Excel at any time.
✔︎ Integration of graphs, pivot tables and other visual aids to facilitate decision making.
✔︎ Customization of user access to their corresponding reports.
The guarantee of the accuracy of the results lies in the integrity and traceability of the information.
Periodic Reports
Monthly and Periodic Reports
Effortless reporting…
- Your monthly reporting 100% automated. No more effort than running a task or in batch.
- Now spend 100% of your time analyzing results and identifying inconsistencies.
- If before you had to handle dozens of Excel spreadsheets to compare quotes with real ones, now with just one click you can open the report and get the result.
- The currency management is much more agile, just update the exchange tables to obtain the recalculations with triangulation and the report in the appropriate conversion currency.
- Enter your annotations and comments in each periodic reporting report to enrich the reports and maximize traceability over time.
Ad-hoc analysis
Ad-hoc Analytics
All the analysis you need…
- Perform any analysis from any report and at the right time, by simply selecting the criteria (dimensions, indicators, etc.).
- Save your analyses for laterreuse , saving time and repetitive tasks.
- Create analyses that combine monetary data, statistical data, as well as any attribute (age, size, etc.) in minutes with drag-and-drop functionality
- Use instant analysis, from any report, and get the % in relation to row, column, cell, or highlight the top 10, 20, etc.
- Deepen your analysis using the drill down function and visualize transactions in detail. Add comments and annotations for full traceability.
Profitability Analysis
Profitability Analysis
Identify the profitability…
- Obtain any profitability data, margin rate, net contribution by business line, customer, geographic area, immediately and systematically, without having to perform any additional calculations.
- Integrate calculations of activity ratios (Sales / m2, Sales / No. ticket) and deviations in any report in a secure and perennial way, without additional manipulations.
- Effortlessly create different formats of income statements, cash flow, etc. and provide more information to the organization at no additional cost.
- Compare any existing information without having to perform manual operations with Excel: analysis of margins by product, Ebitda by company, delegation,…, you only have to select the desired information.
Ratios & Statistics
Ratios & Statistics Reports
Establish cause and effect ratios…
- Design a list of key figures with simple formulas, dynamic data and automatic updates.
- Intelligently combine any data to manage monthly and cumulative data, and obtain reliable ratios, e.g., Current Account Ratio (AR*365/Sum sales for the last 12 months).
- Incorporate Margin, Turnover and Profitability ratios in the same report and establish a logical relationship and linkage of ratios.
- Ratio calculations have a unique formula, no need to manually adapt the formula to each period. No more “SEARCHV, SEARCHH, etc.”, reports are dynamic.
- The results are safe and cannot be altered over time.
Detail and Transactions
Detail and Transactions
Justify your data…
- Access the details of the imported information in one click from any report (accounting entries, invoices, etc.).
- Justify report values by accessing the transaction and speed up the work when validating amounts.
- Use all the tools for detail management: filtering, entering subtotals, searching for similar, and being able to validate data.
- Analyze detailed data with Excel (spreadsheets or pivot tables) in one click, when you want to analyze the detail externally.
- Ensure data quality at any time with access to details.
Automatic Diffusion
Automatic Dissemination of Reports
Disseminate, Communicate, Inform …
- Disseminate the information in packets throughout the organization and in a systematic manner.
- The solution allows the sending of sophisticated packages depending on the recipient and incorporates reports as different as P&L, Cash Flow, Balance Sheet, Ratios, Activities, statistics, etc…
- Dissemination of reports in automatic packages can be done by email and/or generate local files. Allowed formats: PDF, Excel and Powerpoint.
- Activate the conditional sending mode, the package will be sent to the recipient only if the alert condition is met.
- Receive delivery failure alerts and consult the event log for maximum security and traceability.
Excel Add-In & Office
Excel Add-In & Office
Always available with Excel…
- Access all or part of your information from Excel by entering the selection criteria and clicking run. Your Excel skills will help you.
- If desired, the user can save the information in Excel, spreadsheets or pivot tables, with just one click; the data will be available from Excel.
- Save and export reports and templates in Excel or Powerpoint at any time for analysis or shipping purposes.
- Use Excel, Powerpoint for dissemination of packaged reports, and save preparation time.
- Import data directly from Excel.
Monthly and Periodic Reports
Effortless reporting…
- Your monthly reporting is 100% automated, with no more effort than running one or several tasks in batch mode.
- Now spend 100% of your time analyzing results and identifying inconsistencies.
- If before you had to handle dozens of Excel spreadsheets to compare quotes with real ones, now with just one click you can open the report and get the result.
- The currency management is much more agile, just update the exchange tables to get the recalculations with triangulation and the report in the appropriate conversion currency.
- Enter your annotations and comments in each periodic reporting report to enrich the reports and maximize traceability over time.
Ad-hoc Analytics
All the analysis you need…
- Perform any analysis from any report and at the right time, by simply selecting the criteria (dimensions, indicators, etc.).
- Save your analyses for later reuse at a later date, saving time and repetitive tasks.
- Create analyses that combine monetary data, statistical data, as well as any attribute (age, size, etc.) in minutes with drag-and-drop functionality
- Use instant analysis, from any report, and get the % in relation to row, column, cell, or highlight the top 10, 20, etc.
- Deepen your analysis using the drill down function and visualize transactions in detail. Add comments and annotations for full traceability.
Profitability Analysis
Identify the profitability…
- Obtain any profitability data, margin rate, net contribution by business line, customer, geographic area, immediately and systematically, without having to perform any additional calculations.
- Integrate calculations such as activity ratios (Sales / m3 / m3 / m3 / m3 / m3 / m3 / m3 / m3 / m3).2Sales / No. of tickets) and deviations, in any report in a secure and perennial way, without additional manipulations.
- Effortlessly create different formats of income statements, cash flow, etc. and provide more information to the organization at no additional cost.
- Compare any existing information without having to perform manual operations with Excel: analysis of margins by product, Ebitda by company, delegation,…, you only have to select the desired information.
Ratios & Statistics Reports
Establish the ratios by cause and effect…
- Design a list of key figures with simple formulas, dynamic data and automatic updates.
- Intelligently combine any data to manage monthly and cumulative data, and obtain reliable ratios, e.g., Current Account Ratio (AR*365/Sum sales for the last 12 months).
- Incorporate Margin, Turnover and Profitability Ratios in the same report to provide logical explanations.
- The calculation of ratios is instantaneous. With its unique formulas there is no need for manual maintenance of reports for each closing. No more “SEARCHV, SEARCHH, etc.”, reports are dynamic.
- The results are safe and cannot be altered over time.
Detail and Transactions
Justify your data…
- Access the details of the imported information in one click from any report (accounting entries, invoices, etc.).
- Justify report values by accessing the transaction and speed up the work when validating amounts.
- Use all the tools for detail management: filtering, entering subtotals, searching for similar, and being able to validate data.
- Analyze detailed data with Excel (spreadsheets or pivot tables) in one click, when you want to analyze the detail externally.
- Ensure data quality at any time with access to details.
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
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