Insights from Diverse Data Sources
Unlock Valuable Insights Beyond Your Accounting Software
Meaningful information about your business is not limited to just your accounting software. It can be found in other places like:
Excel
CSV
CRM
We can bring all of this together to form meaningful, actionable reports for your company. Easily refreshed and customizable for your needs.
Creative Vision
Custom Reports Tailored
to Your Needs
Harness the power of personalized data analysis to make informed decisions, streamline operations, and drive growth. Our dynamic reporting solutions offer real-time updates, interactive dashboards, and detailed visualizations, ensuring you stay ahead in today’s competitive landscape. Transform your data into a strategic asset with reports designed just for you. Experience the difference of customized, actionable insights today!
Key Features
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Custom Reports
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Visualizations and Dashboards
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Flexible data model
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Custom filters, colors, and themes
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Usability testing
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Relevant documentation
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Support
Why Choose Us?
Reports and solutions we develop
Unlock a world of efficiency with our comprehensive reports and solutions, crafted to save you valuable time. Say goodbye to the hassle of manually pulling data—our tailored services streamline the process, allowing you to focus on what truly matters. Let us handle the intricate details of your data analysis so you can achieve your goals faster and with less effort.
Job Profit Analysis
Actionable reports that track the ongoing costs of a project including views of your profitability and analytics.
Commission Development Analysis
Clear and consistent reporting including a granular breakdown of sales, commission rates, and total commissions earned.
Inventory Analysis
Analytics to assess stock levels to optimize inventory and enhance operational efficiency.
Customized screens and processes using Method
When you need customized forms or screens that integrate with QuickBooks.
Budgets vs Actual
Measure how you are doing and what actions are needed to stay within budgets.
Multiple Company Reporting
Consolidate data from multiple entities into one comprehensive report, enabling easy comparison, trend analysis,
Import Templates
Simplify uploading transactions into QuickBooks, reducing manual entry and ensuring accurate financial records.
And much more!
What more can we do for you to visualize and manage!
Tools We Use
Powerful Tools for Comprehensive Business Reporting
With QuickBooks, QQube, Excel, PowerBI, Transaction Pro, and Method CRM, we extract and analyze data, ensuring you can make informed strategic decisions. These tools allow us to automate workflows, generate detailed insights, and provide actionable intelligence, saving you time and improving accuracy in your business operations.
Quickbooks
We extract data from QuickBooks Desktop and Online, streamlining your financial management and reporting processes allowing you to focus on making strategic business decisions.
PowerBI
With Power BI, compelling dashboards can present your business in a new light, transforming your data into actionable intelligence.
QQube
For more detailed reports, we use QQube extracting data out of QuickBooks Desktop, enhancing the depth and accuracy allowing us to delve deeper into your data.
Transaction Pro
Entering data into QuickBooks by hand is eliminated using TPRO. We build templates that automate data entry, saving you time and reducing errors.
Excel
A favorite... Excel is the valuable tool around. Using its advanced features we can provide dashboards and charts providing you with a wealth of valuable insights.
Method CRM
Integrated with QuickBooks, Method CRM automates data entry and streamlines lead and customer management.