Reporting and consolidation
on Excel and SharePoint
Based on best practices on reporting and consolidation, the reporting solution is built on Excel
The reporting of a single company is called a company set and collects and distributes financial and non-financial data. The company set provides any company with a solid reporting tool that enables any company to see their actual performance against budget. Forecasting and budgeting are included and so are dashboards and comments available.
Reports are available as summary reports and progress reports on Profit and Loss, Sales and Orders, production results, actual cashflows, staff analysis etc.
A cash flow forecast option is available as an feature. The company set generates export files that can be consolidated as actuals, budget forecast and cash flow forecast.
Connected with financial software
Generate report in 30 seconds after download form your financial systems.
Predefined formats available from AFAS, Exact, RIBS etc.
The export files can be imported in separate consolidation tools that enable each group to consolidate the processes separately for actuals, budget, forecast and cashflow forecast.
The reporting set has 4 security levels built into the Excel set. Manager, Reader, Editor and Administrator. All have different types of access.
All files as company sets, export files, import files, consolidation and group report can be stored in file shares and on SharePoint, using the best from SharePoint as version control, metadata and find without search.
All print reports are generated as pdf files that contain all schedules, summaries, dashboards and comments