Advisory 360
Power your advisory services with AI, data connectors and deep insights
- Accounting practice
- Advisory consultant
- Accountant
Accounting service design
Automated client communication
Create automated alerts across you whole client portfolio to automate Up-to-date financial reporting. When alerts are activated, immediately notify your team and advisors to take action.
Customer management
Include ready-made, customizable queries as part of customer reporting. Increase Your understanding of what your customer really need. Advisory 360 transform standard self service reporting to value added content. Share the information that is truly valuable to Your client, it will surely increase Your NPS.
Let the numbers do the talking
Get started with ready made metrics, KPI´s & dashboards. Automated connections to accounting softwares gives You an easy access to all financial data and reporting is synchronized with Your accounting process. Customize your client’s financial data for deep insights with advanced formulas and API.
Full Reporting Automation
Monitor the budget and cashflow estimates
Automate your budget tracking and integrate financial performance with future planning.
Pre-built templates for financial and sales dashboards
Your clients deserve the best. Provide complete, visually appealing and automated client reporting from the very start.
Diagnose, track and interact with visual analytics
Get client insights at a glance and react in real-time to irregularities and deviations in financial information. Share insights and observation within the client reporting.
Smart budgeting and forecasting
Self-service and real-time analytics for decision makers
Connect Your client to visually explore metric to see trends and compare results. Empower the users to answer their own critical business questions.
Connected budgeting and forecasting
Steer Your client business performance by connecting data, stakeholders and plans with easy and controlled way. Automated features saves time and money and are great assistance to CFO.
Leverage machine learning in scenarios and forecasts
Verify you client plans with scenario tool that helps You and Your client to focus the most important actions for better future. It brings a new meaning to traditional budgeting.