management accounts - trax uk ltdcompany number 02529055 management accounts the analyser sage, xero...

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COMPANY NUMBER 02529055 Management Accounts THE ANALYSER Sage, Xero and Kashflow Excel Add-in Trax UK Ltd Marine House Tyler Way Whitstable Kent CT5 2RS 01227 793200 [email protected] www.traxuk.com

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Page 1: Management Accounts - Trax UK LtdCOMPANY NUMBER 02529055 Management Accounts THE ANALYSER Sage, Xero and Kashflow Excel Add-in Trax UK Ltd Marine House Tyler Way Whitstable …

COMPANY NUMBER 02529055

Management Accounts

THE ANALYSER

Sage, Xero and Kashflow Excel Add-in

Trax UK Ltd Marine House

Tyler Way Whitstable

Kent CT5 2RS

01227 793200

[email protected]

www.traxuk.com

Page 2: Management Accounts - Trax UK LtdCOMPANY NUMBER 02529055 Management Accounts THE ANALYSER Sage, Xero and Kashflow Excel Add-in Trax UK Ltd Marine House Tyler Way Whitstable …

THE ANALYSER – EXCEL ADD-IN for SAGE, XERO & KASHFLOW MANAGEMENT ACCOUNTS & BUSINESS INTELLIGENCE

“From your Sage 50 the

Excel functions extract

Actual & Budget data,

for

any nominal,

any department

Any transaction type

and any date range…

then drill down in Excel

and see the

“From your Sage 50 the

Excel functions extract

Actual & Budget data,

for

any nominal,

any department

Any transaction type

and any date range…

then drill down in Excel

and see the

Is this what you send to your clients?

Many clients would prefer this.

They are going to love this too…

Page 3: Management Accounts - Trax UK LtdCOMPANY NUMBER 02529055 Management Accounts THE ANALYSER Sage, Xero and Kashflow Excel Add-in Trax UK Ltd Marine House Tyler Way Whitstable …

THE ANALYSER – EXCEL ADD-IN for SAGE, XERO & KASHFLOW MANAGEMENT ACCOUNTS & BUSINESS INTELLIGENCE

Any combination of:

• Date(s) • Nominal(s) • Department(s) • Fund(s) • Transaction type(s) • Actuals • Budgets • Forecasts • Multi-company

The Analyser connects accounts data & Excel to take business financial reporting even further… written by accountants and IT specialists

Page 4: Management Accounts - Trax UK LtdCOMPANY NUMBER 02529055 Management Accounts THE ANALYSER Sage, Xero and Kashflow Excel Add-in Trax UK Ltd Marine House Tyler Way Whitstable …

THE ANALYSER – EXCEL ADD-IN for SAGE, XERO & KASHFLOW MANAGEMENT ACCOUNTS & BUSINESS INTELLIGENCE

Then Drill Down to the transaction details

and then view a copy of the transaction (without having to open your files) add The Organiser too

Page 5: Management Accounts - Trax UK LtdCOMPANY NUMBER 02529055 Management Accounts THE ANALYSER Sage, Xero and Kashflow Excel Add-in Trax UK Ltd Marine House Tyler Way Whitstable …

THE ANALYSER – EXCEL ADD-IN for SAGE, XERO & KASHFLOW MANAGEMENT ACCOUNTS & BUSINESS INTELLIGENCE

The detail… The Analyser An add-in into Sage 50, XERO and Kashflow

From Microsoft Excel you can connect to your data and extract balances by any date, nominal(s), department(s), fund(s) and transaction types. Actuals, budgets and forecasts and then drill down to the line item data, without opening the accounting app.

Multi-company consolidation too into one Spreadsheet.

Used by…

Accountants From the sole practitioner to Top 100 firms and using Sage, XERO and Kashflow for their clients then The Analyser is perfect

Commercial From the SME to a PLC. The departmental and date

reporting are very powerful and the ability to drill down to transactions and copy invoice are a must have

Charities Local and national Charities are using the Fund and

Departments for Cost Centre and departmental reporting

Compatible with…

Sage 50 & Instant - 2008 v14 to 2016 v26 XERO and Kashflow online Microsoft Excel - 2003 to 2016