Objective
Finance Report Builder lets you create financial reports and KPIs simply by extracting a balance sheet. Once the matrices have been created, the calculations are immediate and can be performed as the report construction progresses.
Highly intuitive and efficient. It saves a considerable amount of time at the end of the month when the results are compiled. In fact, these reports are updated automatically throughout the month according to the desired frequency.
The various calculations are stored with the matrix used to create them, making it very easy to find any anomalies or discrepancies.
Principle
- Reports are created intuitively :
- Creation of the report header, indicating its content and how it is to be used.
- Columns are created using predefined ‘Templates’ or starting from a blank sheet.
- Creation of rows, including formatting. 4 types of rows are provided
-
-
- Blank’ line with or without a label for entering titles or left blank to break up the report.
- Detail’ line on which to assign the required accounting accounts.
- Subtotal’ line on which you can assign detail lines or subtotal lines in order to obtain subtotals, as its name indicates.
- The ‘Total’ line, on which you assign subtotal lines and/or detail lines. In principle, these lines represent the grand total of the report.
-
- Reeports and KPIs can be viewed :
- Via the application and with Power Bi
For more information or a demo of AOS, please contact us.
Contact Us