You’re putting together a management report for your client. How are you doing it? Does it look something like this?
- data gathering
- data entry
- adjustments
- financial statements
- analysis
- report generation
- client handover.
If you’re putting together reports like this, then you’re probably struggling with:
- manual entry
- lack of real-time data
- complex spreadsheets
- inefficient workflows.
We know how difficult putting together reports can be for your clients. The last thing you need is to be slowed down by the challenges posed by spreadsheets such as time-consuming manual data entry, limited visualisation capabilities, and difficulty with client collaboration.
We have the solution for you…
Download now for a free 14-day trial to transform your practice today!
