financial reporting software & tools · - sage erp x3 - accountmate - expandable - cyma ....
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Financial Reporting Software & Tools Matthew Adamowicz, CPA.CITP,MCP
Speaker
• Founded Technology Department at Tate & Tryon
• 8 years Technology Partner at Tate and Tryon
• 21 Years experience working in public accounting
• Expertise in financial reporting system, accounting system implementations, and budgeting system development
Matthew Adamowicz, CPA.CITP, MCP Co-Founder of T3 Information Systems
About Us
PHOTO OF STAFF OR WORKPLACE HERE
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Established 1997 – Spin-off January 2009 Microsoft Gold Certified Partner
20 staff 200+ Clients
T3 Information Systems
Our services
Financial
Software CRM
Financial
Reporting
System Integrations
Custom Development
T3
Applications
Our clients
Financial
Reporting
Best Practices
Best Practices
1. Make Reports Interactive
2. Answer the Question “Why”
3. Automated Batch Reporting
4. Ability to Access on Web
Financial
Reporting Tools
Small to Mid-Market
• Management Reporter • F9 • BizInsight • Jet Reports • Alchemex • Vivid Reports • BI360 (OneStop Reporting) • others……..
Software Spotlight
Management Reporter
Microsoft’s official replacement for FRx. Only available for Dynamics ERPs.
Look and feel similar to FRx. Rows, Trees, Columns Included with Microsoft Licenses
CASE STUDY HERO IMAGE HERE
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Software
Highlights
Details
Management Reporter Features:
Benefits:
•Licenses come with Microsoft Dynamics ERP •Short learning curve • Report Scheduling and distribution • SharePoint Integration with alerts
• GL Data Only • Flexibility in designing financial reports • Drill back into Dynamics
Software Spotlight
F9
Easy to use reporting solution with dynamic links from Excel to GL. Also has F9 Professional which uses data warehouse.
Infor Global Solutions Suite 200, 1500 Georgia Street Vancouver, British Columbia Canada, V6G 2Z6 800-663-8663 www.F9.com
Software
Highlights
Details
F9 Reporting Features:
Benefits:
• Easy to use and understand • Data updates are as easy as pressing F9 • Report scheduling and distribution • Utilize VBA macros to automate reports
• Simple Cell Formula • Drilldown to segments and transactions • Includes budget writeback • Integrated with 30+ accounting systems
F9 Reporting Accounting Systems (Hotlink):
- Microsoft Dynamics GP - Epicor: 7.3, 9.05
- Microsoft Dynamics SL - American Fundware
- Microsoft Dynamics NAV - DacEasy
- ACCPAC - Data Pro
- Sage 500 - Accountmate
- Sage ERP 100 - SysPro
- Sage BusinessWorks - Stone River
- Sage ERP X3 - Macola
- Exact - CYMA
- Platinum - others……..
Software Spotlight
BizInsight
Real-time reporting with connections to other data beyond GL.
BizNet Software Inc. 14785 Preston Rd Suite 460 Dallas TX 75254 888-803-5227 www.BizNetSoftware.com
Software
Highlights
Details
BizInsight Features:
Benefits:
• Easy to use and understand • Fast report generation/calculation • Run live reports or schedule reports • Local connection or over the web
• Simple cell formulas • Drag & drop report design • Report connections beyond the GL • Drilldown to segments and transactions
BizInsight Accounting Systems:
- Microsoft Dynamics GP - Epicor: 7.3, 9.05
- Microsoft Dynamics SL - Epicor: iScala 2.3
- Microsoft Dynamics AX - SunGuard
- Sage 500 - Accountmate
- Sage PFW - Open Systems: Traverse
- Sage Timberline - Firestream
- Sage ERP X3 - Accountmate
- Expandable - CYMA
Software Spotlight
Jet Reports
Advanced Dynamic Reporting – Beyond General Ledger
Jet Reports LLC 10450 SW Nimbus Suite B Portland OR 97223 503-608-3602 www.Jetreports.com
Software
Highlights
Details
Jet Reports Features:
Benefits:
• Wizard based report creation • Report security • Schedule reports for automatic distribution • Improve productivity
• Advanced dynamic reporting • Drag & drop report design • Connection beyond the GL • Dynamic drilldown options
Jet Reports Accounting Systems:
- Microsoft Dynamics GP
- Microsoft Dynamics NAV
- Microsoft Dynamics AX
Software Spotlight
BI360 (OSR)
Full-fledged Excel Based report writer with connections to all the main modules and data in your accounting system.
Solver 10780 Santa Monica Blvd Suite 370 Los Angeles CA 90025 310-691-5300 www.Solverusa.com
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Software
Highlights
Details
BI360 (OSR) Features:
Benefits:
• Drag-and-drop report design • Integrated user security • Report on various sub-ledgers and GL • Dynamic drill-down
• On demand Reporting • Dynamic Reporting • Interactive Reporting • Access over web
BI360 (OSR) Accounting Systems:
- Microsoft Dynamics GP - Visma Business
- Microsoft Dynamics SL - Epicor Prophet 21
- Microsoft Dynamics AX - SAP Business One
- Microsoft Dynamics NAV - Sage 500
- Microsoft Dynamics CRM - Sage ERP X3
- MultiCase - 24SevenOffice
Enterprise
• BI360 (OneStop Reporting)
• Hyperion
• Cognos
• Excel4apps
• Jaspersoft
Dashboards
(Reporting Alternative)
Software Solutions
• Dundas
• Tableau
• iDashboards
• Qlickview
• NetCharts
Software Spotlight
Dundas Software
Software Spotlight
Tableau Software
Software Spotlight
iDashboards Software
Software Spotlight
NetCharts
Software
