Scaling New Heights Vendors to See - Reporting & Analytics

Vendor Corner

Scaling New Heights is less than 1 week away, and you had better be ready for a time-demanding conference.  To help you get the most out of the exhibit floor, we have organized a series of 'Vendors to See' articles to help isolate the exhibitors related to specific software and services.  Today's article focuses on Reporting and Analytics solutions including Budgeting, so be sure to check out these vendors.

Budgyt

Budgyt is affordable Budgeting Software for small to midsize businesses and nonprofits.  With Budgyt you will save 80% of the time and expense of building and managing multiple department or project budgets compared to spreadsheets.

Budgyt is a highly adaptable cloud-based budgeting solution that is user friendly for both financial and non-financial users. With Budgyt you can import your QuickBooks data and format into Calendar or Fiscal years including 4-4-5, 4-5-4 or 5-4-4.  This means you can save as much as 230 hours of work (or more) versus Excel for a business budgeting for 10 departments. 

If you are looking for a better way to budget, be sure to budget some time to stop by the Budgyt booth at Scaling New Heights.

Chata.ai

The future of Query has arrived, at least for users of QuickBooks Online, with Chata.ai and the technology that Chata brings to the table. Chata.ai is a simple-to-use analytics and reporting tool that does the data 'dirty work' for you through the fantastic power of artificial intelligence. It's "AI-tastic."

With Chata.ai you will make better business decisions because you will turn your QBO 'data' into information you need to know. There won't be any exporting of your data to Excel or some other program where you have to key in formulas and produce pivot tables to see what your data means, with Chata.ai you will use the App's artificially intelligent natural language understanding engine to simply query for the information you want.

If you ready to experience the 'future of Query' then head over to the Chata.ai booth on the showroom floor of Scaling New Heights for your own 'chat with Chata'.

Corelytics

Corelytics uses the genera “understand the Vital Signs of your business.” This app allows you to choose from a broad range of standard analytics; the computational work is done for you, “All you need to do is look.” The application allows you to invite your accountant or advisor to help you review and set business priorities and also give them access to your dashboard. Corelytics uses a proven technology-driven approach to analyzing organizational data and presenting actionable information to aid in decision making.

The Corelytics Advisor Network Team works with Advisors to deepen recurring client relationships, open new doors, and gain more insight about your portfolio faster. They focus on working with advisors to create a new line of business for their practice by incorporating monthly connections, trend insights, predictions, and benchmarking data found nowhere else.

So be sure to stop by the Corelytics booth on the exhibit hall floor to grab a Roadmap to Client Opportunities along with some advisor testimonials. You may just realize that you need Corelytics at the core of your consulting practice.

Dryrun

Dryrun makes cash-flow forecasting painless with their QuickBooks integration. Simply import your data into Dryrun and sit back and watch it forecast your cash-flow. Dryrun imports your bills and invoices looking specifically at the due dates, payment history and payment dates. It also brings in your expenses and purchases along with your bank balances over time. The more information you bring into Dryrun the more accurate your projections and what-if scenarios.

As Accountants, Business Consultants and ProAdvisors, your clients need your advice about their cash-flows and where their business is going. That means you need tools that give you the edge in providing ‘trusted advisor’ services to your clients. Dryrun gives you a simple, highly visual, platform that allows you to easily share the information your clients need to not only stay on top of the day-to-day, but to look beyond and see the future in terms of their business operations.

If you have been forecasting the old-fashioned way, with a flip of the coin or a cracked crystal ball, it’s time to realize all that sophisticated software can do for you. Step up to the plate and hit a home run with Dryrun by visiting their booth on the exhibit hall floor at Scaling New Heights.

Finagraph CashFlowTool

Finagraph has upscaled their CashFlow Tool to deliver a business scorecard in a clear and simple activity feed. Their goal is to eliminate cash-flow issues as a reason why businesses fail.  Finagraph’s technology tools are geared toward giving users get a clear view of the cash hitting their books every day so that they can avoid problems and seize the opportunities.

Finagraph’s tools allows Trusted Business Advisors to communicate effectively with stakeholders, co-owners, board members and lenders, sharing documents that provide a meaningful analysis of where your business has been, where it is at, and where it is going. And Finagraph technology integrates seamlessly with QuickBooks to find the stuff that matters including key financial data, anomalies and trends.

If you are ready to rise above simple reports and experience the same type of technology that helps power services provided by Moody’s Analytics and leading banks, then be sure to check out the Finagraph booth on the exhibit hall floor of Scaling New Heights.

LivePlan

LivePlan is an intuitive business planning and management tool set built with small business owners in mind. With LivePlan you can easily create and manage forecasts and budgets to find out if your business can make money; and to find out how much money you need to get started. You’ll also impress bankers and investors with a proven, strategic format that impresses every time. Get expert advice and effective examples along the way.

Integrated with QuickBooks, LivePlan is a platform for accountants to offer scalable client advisory services, and a robust solution for small business owners who want to plan, track and manage their financial goals. Using LivePlan you will be able to compare your clients’ business performance against their peers as well as to their financial forecasts using easy-to-understand dashboards. Then you can guide your client, as their trusted advisor in making quick adjustments so their businesses can stay on track and grow faster.

Why not ‘live up to all you can be as a trusted advisor’ by using LivePlan in your practice, to get started just visit the LivePlan booth in the Exhibit Hall at Scaling New Heights.

MoreReporting

MoreReporting helps you translate complicated accounting data like balance sheets, profit/loss statements and other financial reports straight from QuickBooks into easy to understand visualizations and plain business language. It’s fast, simple and helps you make better business decisions that drives more revenue and grows profitability.

MoreReporting has replaced complicated manual processes with automated digital solutions to increase services, revenues and profits in less time. Their ‘business health report’ is an automated in-depth analysis of your customers’ financial status including the bookkeeping, the balance sheet, fraud detection and much more. It’s designed to help you identify new Advisory Services up-sale opportunities with your customers.

So, why not get ‘more’ out of your QuickBooks reporting? Check out the MoreReporting booth on the exhibit hall floor at Scaling New Heights to find out how you can up-scale your advisory services.

NaviBudget by MyAdvsior.ai

NaviBudget by MyAdvisor.ai is the next generation cloud-based, multi-user budgeting and cash flow management tool for QuickBooks.  With NaviBudget you will track every dollar in and out of your organization based on the allocations you configure in order to provide better budgeting predictions for future periods.  You projections will be treated as actuals until they are overwritten by your actuals (or manual updates you provide) in order to keep you on-track. 

With NaviBudget cash-flow forecasting is built into the budgeting process, so you will easily understand that the past influences the present, the present influences the future, and the future influences your present. 

If you have been looking for a way to navigate the particulars of your financial situation then stop by the MyAdvisor.ai booth at Scaling New Heights and see how NaviBudget can steer you in the right direction.

PlanGuru

PlanGuru helps thousands of businesses, nonprofits, and their advisors  drive better decision making through budgeting, forecasting, & performance review. Build intelligent and dynamic, financial forecasts. With PlanGuru you will create more intelligent analysis in less time using their suite of integrted applications and free resources.

PlanGuru provides over 20 powerful forecasting methods to allow you to project for up to 10 years. With PlanGuru's reporting tools you will view the specific aspects of your clients' businesses so you can see which ones are working and those that aren't. Then you will be ready to expand your role as their trusted advisor.

If you need help getting PlanGuru off the ground, their team will help you implement the PlanGuru based on your time horizon and cost contstraints. If you are looking for more than a tool, PlanGuru offers a turn-key service where they build and maintain the budget forecasts, and provide ongoing reporting for your clients so they can make better business decisions. 

If you want to become the 'Guru' for your clients, then head over to the PlanGuru booth at Scaling New Heights to see how easily you can incorporate this solution into your practice.

Qvinci

Qvinci is the #1 financial reporting App in the QuickBooks App Store. Qvinci is a global leader in financial reporting technology, their patented software works with QuickBooks® to provide insightful reporting and game-changing analysis. Qvinci’s business intelligence provides actionable data, critical insights and custom KPIs that will exceed your expectations.

Qvinci empowers accountants and business consultants to be viewed by their clients as trusted advisors. Qvinci helps you increase billing realization while optimizing operational efficiencies through cost-effective automation like dynamic mapping that turns dissimilar account names into a standard chart of accounts.

With Qvinci you will find that your reporting and analysis needs streamlined and precise, so step on over to the Qvinci booth on the exhibit hall floor at Scaling New Heights to experience a reporting masterpiece.

Spotlight Reporting

Spotlight Reporting is an award-winning cloud-based software that offers a great range of comprehensive management reports, fully customizable dashboards, three-way forecasting, and franchise reporting. Spotlight tools deliver clarity for better decision-making and allow accountants to expand their service options, revenue, and client satisfaction.

From leading sources of financial data like QuickBooks Online, as well as other non-financial data like Google Analytics, Spotlight brings together the useful data you need as a trusted advisor to assist your small business clients. Accountants and business consultants using Spotlight will find that the product’s integrated reporting and forecasting will allow you to create insights for your clients to better inform them as to their business outcomes.

If you have been looking for a way to put the spotlight on the financials of your own firm, or your clients’ businesses, then be sure to visit the right spot on the exhibit hall floor, that’s the Spotlight Reporting booth at Scaling New Heights.