The Accounts Team
An end to multiple spreadsheets... Have everything in order
Having multiple spreadsheets and manually updating documents is not a viable option for the finance team. A streamlined method of reporting saves valuable time as well as being consistent and reliable. No company should be reliant on spreadsheets for their financial planning.
A system that provides visual reports is a really useful tool for those who need to ‘see’ the numbers; pie charts, bar charts and graphs can brilliantly demonstrate the numbers in a more engaging manner.
The ability to filter data, so that different time periods can be investigated and compared is an invaluable resource that would be impossible to produce in a spreadsheet
Elevate would add value, a time saving system that enables focused decisions.
The Data Challenge:
Data input errors, security, sharing data and comparison
Being able to compare data from past years or months, such as looking at performance of the revenue vs the costs is imperative to informed financial planning.
Dashboards, visualisations, filters, encrypted
A competitively priced solution that covers everything required.
Elevate gives the ability to view dashboards that provide all the financial data, filtering information so that revenue vs costs are shown for different timestamps, visualisations of different maps and graphs help transfer the figures into a visual context. Using the Insights tool, old and new data is easily integrated, accessed and safe.
The system is encrypted so that data is secure. This is data that you can trust.
In control, clear visualisations, focused decision making, secure sharing with other teams
The accounts team feel in control of the finances as there are no more multiple spreadsheets giving differing information. The ability to pull visual reports showing insights and trends that feed into decision making is proving invaluable.
All of the data is in order and it can be confidently shared across the company Different teams also have a view of the revenue vs costs which makes them work within their budgets more carefully.
There is a support package which the team have used to further their understanding of the capabilities of the system.
Want to put an end to spreadsheet madness? Book a call today:
We’d love to discuss your data requirements. Fill in the enquiry form and we’ll get back to you shortly.
Alternatively, you may want to book an appointment for a time that suits you.
Either way, you’ll be speaking with Gareth or Faisal who’ll be able to talk through your challenges and come up with solutions.
Faisal Ahmed, Key Account Manager
Book a 15 minute discovery call with us