Reporting

Have you ever wondered if you have the latest version of a file or report, or how the data resulted? Corral all of your data sources into a real-time, consolidated environment with unrivaled drilldown and multiple general ledger consolidation. Create views for all levels and customize to any specification—all within our familiar Excel-based interface.

What’s more, FinPro handles multi-hierarchy, multi-currency, multi-legal entity and disparate organizations complexities with ease, empowering teams and improving profitability.

With our Reporting module, you can:

• Customize reports in Microsoft Excel to your exact specifications and format
• Dynamically update entire reporting packages with up-to-date financial data in the click of a button
• Build new or modify existing reports in seconds. Fast enough for the C-level to use, and sophisticated enough for the most detail-oriented financial analyst
• Manage an infinite number of currencies, calculate and report on impact, fluctuation, consolidation, and risk both in local and functional currency, and quickly switch between global and functional currency
• Consolidate multiple general ledgers, regardless of which system they live in
• Apply user-level security according to business units, functional departments, or even specific general ledger accounts

Analysis

Get precise on the fly: Access completely customizable, real-time data from massive data sets with minimal clicks.

With our Analysis module, you can:

• Get transaction-level detail with easily customizable reports in Microsoft
• Stop manually manipulating reports to conform to various structures. Consolidate data, reports, entities, departments and business units to conform to various structures with “create-once, exist-virtually” reports
• Make drag-and-drop changes on the fly
• Make month-end variances, explanations and reconciliations a breeze with point and click drilldown capability
• Access massive data sets with minimal clicks
• Customize analysis templates whether they are from one or multiple general ledgers
• Apply personalized filters and restrictions based on business units, functional departments, or even specific general ledger accounts

Planning

Choose your planning approach: Use real-time data collaboration for quick and repetitive forecasts to annual budgets in any number of iterations and scenarios, powered by automated backend calculations and assumptions.

With our Planning module, you can:

• Design and customize your templates to load the lowest possible level of detail: customer-level information for your revenue templates, or vendor-level information for your expense templates. Once loaded, the details behind your budget or forecast can easily be retrieved at the click of a button
• FinPro’s database back-end gives you instantaneous reporting for budget consolidation.
• Maintain an unlimited number of iterations or scenarios for your budgeting process for side-by-side comparisons.
• Receive instant notifications when team members have submitted their templates. Easily track submissions and monitor the status of your planning process.
• Choose from a flexible variety of planning templates: simple for quick and repetitive forecasts, or more complex for your annual budget where a more detailed, bottoms-up approach is required.
• Eliminate the chance of manual error: front-end entry is limited, replaced with automated backend calculations.

Visualization

Empower users with rapid insight. Research hidden trends in large data sets, with all of your data sources incorporated into one product for a 360 degree view of your business and key leading indicators.

With our Visualizer module, you can:

• Slice and filter data to interact with dashboard charts
• Drill down on data to meaningfully research trends
• Tailor reporting for different roles
• Integrate multiple data sources
• Manage metrics to ensure everyone is speaking the same language
• Use only one product to handle all of your dashboarding. From one source, pick and choose what types of data to show and how to show it
• Apply advanced visualization techniques: FinPro works in unison with the new, exciting features in Excel including Power BI and PowerPivot