Scaling New Heights is being held October 24 - 27, 2021, in Fort Worth, TX. Between now and the start of the event, Insightful Accountant will be providing vignettes of conference sponsors by categories we have selected. The sponsors are listed in order of their 'sponsor type' within each categorical article. This article covers Conference Sponsors featuring Analytics and Reporting software and applications.
Fathom combines insightful reporting, fast cash flow forecasting, and actionable financial insights into one refreshingly easy business management solution.
With Fathom, you will get an in-depth analysis of your numbers and a clearer picture of your business performance.
- Measure and monitor the KPIs that matter most to your business.
- Get insights at a glance that will help you understand your business better.
- Custom management reports bring together text, charts, tables, and financial statements in one simple-to-use editor.
- Accurately project your Profit & Loss, Balance Sheet, and Cash-flow Statements, as well as see the impact of different scenarios on your cash-flow plans.
Their platform directly integrates with QuickBooks and is uniquely designed to make your advisory services profitable by saving you time, offering scalability, and providing best-in-class design.
If you have been looking for a Reporting and Analytics App, make sure to drop by the Fathom booth while attending Scaling New Heights. Otherwise, head over to the Fathom website, where you can sign-up to try Fathom for free.
PathQuest™ BI is a financial business intelligence software that helps analyze and visualize large, complex data sets in a simplified manner. It can instantly build compelling visual stories that help discover unique insights around financial efficiency, operational KPIs, and business sustainability.
PathQuest® BI financial data analysis tool streamlines data discovery and self-service analytics while ensuring both efficiency and accuracy.
PathQuest® Business Intelligence reporting tool is packed with the most modern features and developed on state-of-the-art technology to create easy and practical ways for understanding colossal data sets.
If advanced business intelligence is the future of your trusted advisory services, make sure to set your path for the PathQuest® BI booth on the exhibit hall at Scaling New Heights. You can also scope them out at the PathQuest™ BI website.
Qvinci is a cloud-based solution that empowers accountants to provide clients with near real-time, actionable financial insights everyone understands. They are definitely a leader in customizable business intelligence and automated data collection, consolidation, and mapping. With Qvinci's advanced customizable business intelligence and financial reporting at your fingertips, you can make data-driven decisions that are on point, impactful, and more profitable than you’ll believe.
Their software quickly generates business intelligence in such a way to make it easy to identify problem areas harming business profitability by placing key metrics into red and green color-coded KPI Scorecards. But that's just a tiny fraction of the offerings Qvinci make available to their clients. Their Financial Portal offers companies an overview of their financial data where they can easily drill down into financial reports, set workflow statuses, and stay abreast of the health of their company from a single dashboard.
Qvinci's What If Cash-flow and Forecasting Optimizer creates an almost limitless number of hypothetical scenarios to forecast the potential advantages and drawbacks of a decision-maker's actions on income, expenses, and cash position over time. It also allows for easy adjustment of financial data to instantaneously see the effect of changes so informed decisions can be made.
For Accountant's, Qvinci has developed both an Advisory Portal and a recently launched Advisory Program. The Advisory Portal allows and Accountant (or bookkeeper or advisor) to see all of their clients data with key metrics for each. It provides a dynamic view of this financial data illustrating favorable (green) and unfavorable (red) trending across multiple periods of time. It also provides immediate access to the general ledger and journal entries from which the portal information is directly drawn. The portal provides an 'at a glance' clear indication of a client's financial status so that the financial advisor can easily determine which clients need attention.
Qvinci's Turnkey Advisory Program is a unique one of kind program that combines (1) a software element, which is the Qvinci Advisory Portal, (2) a report-based advisory component centered around Qvinci’s KPI Scorecard, and (3) a marketing element that not only allows advisors to ‘spread the word’ but do so in a way that clearly sets them apart from their competition.
If you want to find out more about Qvinci's tremendous software offerings or their newly launched Advisory Program make sure to stop by the Qvinci booth while attending Scaling New Heights. Otherwise, head over to the Qvinci website for more details.
With Helix Reports, quickly run your consolidated financial reports. Whether you need to evaluate liquidity, simplify collections or consolidate balance sheets across diverse holdings, Helix combs through multiple financial data sources, QuickBooks files, and custom records to give you instant, up-to-date reports.
- Consolidate - instantly produce centralized financial reports from diverse investments, partnerships, and accounting platforms.
- Standardize - set rules to map or fix inconsistencies in names, accounts, or transactions; cross-checked for data integrity.
- Automate - configure your rules for any data once. Then, Helix remembers them so you can produce accurate, up-to-date reports with a click.
Helix comes ready to generate highly specific reports from hard-to-report data, such as P&L for an individual partner with varying equity percentages in multiple businesses. They will also work with you to custom-configure data to solve your data challenge.
Drop by the Helix Reports booth at Scaling New Heights to learn how you can make better decisions, get faster insights, and connect the dots in no other way, using "the power of Helix." Or set up an online time to chat at the Helix website.
Jirav is a comprehensive business planning solution for small and medium companies that maximizes the collaborative value of forecasting, budgeting, reporting, and analytics so leaders can drive their businesses forward with confidence and speed.
- Budget and forecast more accurately with a driver-based financial model that consolidates accounting, workforce, and operational data.
- Re-forecast financial in minutes, then package and deliver reports customized to the needs of employees, management, and the company board.
- Share plans, reports, and dashboards with select individuals (with edit capabilities) and unlimited viewers (read-only users) to streamline collaboration and feedback.
Jirav's all-in-one financial planning and analysis software offers faster implementation and a more intuitive interface allowing finance leaders to build financial models in hours, not days, and generate financial reports in minutes, not hours.
- For growing companies, Jirav lets you build growth plans, scenario test, and measure the plan against your actual. You will gain financial excellence by finding your path to faster growth
- Jirav was designed for accounting firms. You will increase revenues and profitability by offering a full range of Financial Planning & Analysis services and adding efficiency to your existing services.
- Jirav lets you focus on Venture Capital funded companies' needs with fast and easy operating plans, investor packages, and insights into cash and runway.
Why not 'stick your neck out and take a long look' at the all-in-one financial planning and analysis solution by Jirav while you are exploring the exhibit hall at Scaling New Heights. If you can't find time to explore the solution while at the conference, point your browser to the Jirav website.
PlanGuru helps thousands of businesses, nonprofits, and their advisors drive better decision-making through time-tested processes. Budget, forecast, and provide insight with analytics in an affordable, easy-to-use app.
With QuickBooks Online and Desktop integrations, a fully custom 3-way forecast with KPIs is set up in minutes. Then with PlanGuru's turn-key yet flexible design, you can quickly create unlimited scenarios that will help your clients make better, more insightful decisions.
- Forecast all 3 Financial Statements - With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financial data.
- Analysis in Minutes – With their general ledger import utilities, you'll be able to import historical results in only a few minutes. Then, every month, you'll be able to view budget vs. actual reports and build rolling forecasts.
- Unlimited Budgeting Flexibility - PlanGuru provides a flexible structure that will allow you to create a simple high-level small business budget or a detailed multi-department operating budget with consolidations.
- Better Decision Making using Scenario Analysis – PlanGuru's robust planning framework provides a forecasting tool that can interpret the likely financial impact of specific events with greater precision. By building scenario analysis in PlanGuru, you can make the crucial investments and strategic decisions with confidence that you've done your due diligence.
- Gain Previously Unattainable insights – PlanGuru's Reporting Tool lets you view aspects of your business that are working and ones that are not. With those insights, you'll be able to make the adjustments that will help your business succeed.
Why not "gain some valuable insights for yourself" by stopping by the PlanGuru booth and evaluating this beneficial financial assessment tool. Of course, you can also point your browser to the PlanGuru website for more details.
Reach Reporting seamlessly integrates with your financial software to create world-class reports allowing you to offer your clients reports they will not only understand but they will see the value you offer.
- With Reach Reporting, data streams from your accounting software, datasheets, and Google Spreadsheets providing access to all your financial data to create robust financial insights. Your data is always within Reach.
- With Reach Advisory Reports, you will be able to dive into your data to analyze and arrange information in such a way to provide actionable business insight that is understandable.
- Business decision-makers will be impressed with the insightful information you provide them. Best of all, they can access it anywhere and quickly share it with other decision-makers.
See how you can upscale your services while saving valuable time by visiting the Reach Reporting booth in the Scaling New Heights exhibit hall. You can also check out the Reach Reporting website for more information.
Tally Street turns accounting data into customer metrics for you and your clients.
Simply connect Tally Street to QuickBooks, and their software crunches the numbers for you and turns accounting data into KPIs and metrics. The results are then sent automatically by email, synced to Google Sheets or your CRM, and archived for you.
- Use annual run rate, customer retention, net revenue retention, and more to track overall performance.
- Use unique customer insights to profile new sales targets, up-sell current customers, and improve customer satisfaction.
- Speed sales-to-cash, boost accounts receivable collections, manage customer credit risk, and make cash flow more predictable.
- Compare, rank, and benchmark your business's performance against other small companies of a similar size and industry.
- Align sales, marketing, support, and accounting by automatically syncing customer analytics and insights to Google Sheets, ActiveCampaign, HubSpot, and Salesforce.
Accountants and bookkeepers use Tally Street to offer services proactively, manage scope creep, value-price services, sync their tech stack, and expand advisory services. Simply connect your clients' accounting platforms, and Tally's software starts analyzing and learning, and sending you the results. The more clients you connect, the more valuable the results.
Head over to the Tally Street booth in the exhibit hall at Scaling New Heights to find out how "you can unlock customer metrics in more ways than you thought possible." You can also point your browser to the Tally Street website for more details.
FinJinni puts QuickBooks Data in your hand. It may be the only reporting tool you'll ever need.
FinJinni Professional - Whether you're looking to automate, analyze or do advanced reporting, FinJinni does it all. You can create complex reports and workbooks (think month-end close), which can be refreshed in seconds with the push of a button. With advanced filters and drill-down capability, it has incredibly robust reporting. In addition, it is highly flexible, allowing you to view your reports as tables, pivot tables, or formatted statements.
- Advanced reporting includes multi-currency, inventory, job costing, and non-standard fiscal year.
- You can also create budgets in Excel and compare them to QuickBooks for budgets vs. actuals.
- It can even import data back to QuickBooks.
- If creating your reports is too complex or time-consuming, we can build one for you. Our custom reporting service will create a custom report built to your specifications, and the first one is free.
FinJinni Importer – Allows you to import data back to QuickBooks and import data from Excel to FinJinni.
- Import Transactions, Lists, and Journal Entries to QuickBooks
- Import Budget vs. Actual Reports, as well as budgets by Department, Sales-rep, etc., and Multi-year budgets, from Excel to FinJinni
FinJinni SAAS – is an Add-On focused on multi-unit or multi-account firms; it allows simple and secure access to client and unit-based QuickBooks data through our customized FinJinni SAAS and Uploader apps.
For more information about the FinJinni line of products, head over to the Gypsy BI booth in the Scaling New Heights exhibit hall. You can also point your browser to the Gypsy BI website for more details.
Scaling New Heights is being held October 24 - 27, 2021, in Fort Worth, TX. Conference registration remains open. REGISTER HERE. You will find all of the conference Sponsors here.