Use Case

Financial Planning and Analysis Solutions for Accounting Firms

Quickly answer your clients’ most complex business questions with a Power BI-based automation platform.

Move from Number-Cruncher to Strategic Partner

Eliminate manual admin tasks with one-click connectivity to bring data from anywhere you want. Consolidate and model accounting data from virtually any source. Leverage write-back-enabled Power BI dashboards and reports, populating them for clients automatically.

Provide Clients With Actionable, Timely Insights

Get a complete picture of business performance using a single source of truth. Present information to clients in an accessible way with a familiar, highly visual interface. Explore deep insights by drilling down into data with a few clicks.

Look Forward, Not Backward

Take advantage of eight custom visuals that allow you to design multiple what-if scenarios with real-time impact analysis. Clients can use the same read/write interactivity on spreadsheets while accessing reports and adjustments from anywhere, any time.