👉 Catch the total replay right here: https://youtu.be/0mpPMD43mUQ
Month-end is a grind. You export from QBO, rebuild the identical Excel reviews, patch formulation, and lose formatting. Subsequent month you do it once more. Funds season makes it worse. The true problem isn’t Excel. It’s stale information and repetitive work. Flash Reviews fixes that by bringing stay QuickBooks On-line information into Excel so templates refresh, forecasts replace in seconds, and multi-entity rollups cease being a weekend mission.
Chris Meyer of Finatical Software program put it bluntly throughout his App Academy session:
“What we’ve constructed and enabled is an answer to essentially make these reviews stay in Excel. As a way to construct a template after which refresh that template on a month-to-month foundation.”
On the coronary heart of Finatical Software program’s Flash Reviews is an easy however highly effective concept: maintain accountants working the place they’re comfy—Excel—however give them stay QuickBooks On-line information as an alternative of static exports.
The advantages transcend saving time. With Flash, customers can:
- Create customized price range vs. precise reviews throughout a number of entities, departments, or courses.
- Drag and drop actuals into forecasts midyear to replace projections immediately.
- Apply assumptions throughout prior outcomes to construct forward-looking budgets with accuracy.
- Keep customized formatting in Excel whereas refreshing information immediately from QBO.
Meyer identified how this method helps corporations throughout industries. Nonprofits can put together board-ready reviews that consolidate throughout applications. Building corporations can monitor work-in-progress with stay information. Property managers can generate consolidated P&Ls throughout a number of entities with out the same old complications.
By staying laser-focused on Excel moderately than spreading throughout platforms, Finatical is betting on depth over breadth. “Every know-how has totally different integration challenges,” Meyer stated. “We’d moderately be the most effective in a single area.”
As corporations gear up for an additional budgeting season, instruments like Flash Reviews are pushing accountants previous the grunt work of guide spreadsheets and into the strategic function they’re meant to play—analyzing, forecasting, and guiding selections.
👉 Catch the total replay right here: https://youtu.be/0mpPMD43mUQ
