How did OCN London gain secure, automated insights after moving to AccountsIQ?

OCN London gained secure, automated insights by replacing its on-premise Infor setup with cloud-based AccountsIQ, enabling secure remote access without the VPN/security overhead. On the insights side, they automated invoicing by integrating AccountsIQ with their learner management system and then connected PowerBI for live dashboards, KPI tracking, and board-level visibility—so leadership could see performance in real time rather than waiting for manual reporting.

Which charity finance processes can you digitise and automate in AccountsIQ to save time?

AccountsIQ can automate much of a charity finance team's day-to-day and month-end work, starting with banking and cash through automated bank feeds, smart matching for reconciliations, and suggested payment runs with basic cashflow visibility. It also streamlines purchase-to-pay with online POs and remote approvals, digital invoice capture via integrations, and batch posting for supplier invoices, prepayments, and credit notes. On the income side, you can automate donations and receivables by bringing data in from CRM/event/membership systems via the open API, using recurring invoices for regular grants or contracts, and matching receipts through bank automation.

Why can AccountsIQ be a lower-cost option for charities than on-premise systems?

AccountsIQ can be lower-cost than on-premise systems because it removes the need for servers and local infrastructure—hosting, backups, and upgrades are included in the cloud subscription. Updates are delivered centrally, reducing the IT time and expense associated with version upgrades, patches, and local installs. It's also designed as a mid-market cloud finance system rather than a large ERP, which typically means a faster implementation and lower project costs than traditional on-premise ERP rollouts. As your charity grows, you can add users, entities, and integrations without needing a major re-platforming exercise.

How does AccountsIQ help you produce clear, comparable SORP reporting?

AccountsIQ helps charities produce consistent, comparable SORP-style reporting by combining a flexible GL with BI codes. You can map income and expenditure to the categories you need and tag transactions as restricted/unrestricted and by fund or programme to support the way charities report. This multi-dimensional structure makes it easier to build reports that mirror a SoFA layout and other common SORP disclosures, using a mix of standard reports and customised layouts with drill-down to the underlying transactions.

Your personalised finance homepage

Bring your tasks, workflows and insights together, so you can act faster, work more efficiently and stay in control.

Take a look

4.5 on G2.com

4.6 on Capterra

Watch our video introducing our brand new personalised product homepage.

A smarter start to your day

Reduce clicks across your day

Overwhelmed by your finance dashboard? Taking too many clicks and pages to get the information and actions you need? Find what matters quickly and easily with our clean layout, personalised tiles and clear workflows.

Move faster, work better

Add shortcuts to the tasks you use the most. See cash flow at a glance, approve requests faster and turn reports around in minutes, not days.

Work in real-time

No more refreshing data or manually uploading data. Bring your KPIs togetherand get real-time updates, so you can spot overdue items instantly and make quick decisions with confidence.

The future of financial management

This new Homepage is just the beginning, laying the foundation for the future of financial management. From automated month-end close to intelligent task management, we help you work faster, achieve more and get better results.

What our customers think

Eric Harmon, Financial Controller, Triathlon Ireland

"The new AccountsIQ homepage is a game changer. It gives the Triathlon Ireland finance team real time visibility across key areas of the business. Its real strength is in how it replaces multiple clicks and manual checks with a live snapshot of important financial data."

Take a quick self-guided tour of our new homepage and how it could help you work smarter.

FAQs

What is the AccountsIQ finance homepage?

The AccountsIQ User Homepage is a personalised finance homepage designed to replace static dashboards and cluttered navigation.

It brings together tasks, approvals and real-time financial insights in one place, so finance teams can start the day with clarity and act faster.

How is this different from a finance dashboard?

Traditional finance dashboards show data.

The AccountsIQ Homepage combines insight and action:

· See live KPIs

· View approvals and overdue items

· Click directly into workflows

It’s a modern alternative to a finance dashboard, built for action, notjust reporting.

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Can I personalise my finance homepage?

Yes.

You can add or remove widgets using a permission-aware widget library.No admin setup. No IT support required.

Each user sees tiles relevant to their role, whether you’re in AP, AR,Finance Management or a CFO.

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Is the financial data live?

Yes.

Insight tiles refresh automatically when you load the page (or manuallyrefresh), giving you real-time financial insights without running reports.

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Who is the Homepage designed for?

The personalised Homepage supports:

· Finance Managers overseeing approvals and performance

· AP and AR teams managing daily workflows

· CFOs needing instant financial visibility

It adapts to each role, making it ideal for growing, multi-entityfinance teams.

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What can I see on the Homepage?

Your Homepage can include:

· Invoices awaiting approval

· Overdue customers

· Purchase orders to review

· Cash flow snapshots

· Debtor ageing and creditor days

· Real-time financial performance indicators

Everything updates automatically, so you’re always working from livedata.

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View all

Your personalised finance homepage

Clarity from log-in to log-off

A smarter start to your day

Reduce clicks across your day

Move faster, work better

Work in real-time

The future of financial management

What our customers think

Eric Harmon, Financial Controller, Triathlon Ireland

See for yourself

FAQs

What is the AccountsIQ finance homepage?

How is this different from a finance dashboard?

Can I personalise my finance homepage?

Is the financial data live?

Who is the Homepage designed for?

What can I see on the Homepage?

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