Elevate your CFO game with AccountsIQ

Join AccountsIQ’s Chief Revenue Officer, Nick Longdon, and Pre-Sales Consultant, Helen Lawler, for “Elevate Your CFO Game with AccountsIQ”—a webinar for CFOs and finance leaders who’ve outgrown entry-level tools like Xero, Sage 50 and QuickBooks. Learn how a modern cloud accounting platform for mid-market and multi-entity organisations can reduce manual processing, eliminate spreadsheet chaos, automate group consolidation, integrate with your wider tech stack, and unlock real-time business intelligence so you and your team can focus on strategic, value-adding finance.

February 1, 2024
Duration:
36:17
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Nick Longden
Chief Revenue Officer

This webinar is aimed at CFOs, Finance Directors and senior finance leaders who feel their current finance system is holding them back from operating at a truly strategic level. If your team is swamped with manual data entry, constantly exporting to Excel, and stitching together information from disconnected systems, you will recognise the limitations of traditional accounting software and legacy on-premise tools. “Elevate Your CFO Game with AccountsIQ” shows what is possible when you move to a modern cloud accounting platform built specifically for growing and multi-entity organisations.

In the first part of the session, AccountsIQ’s Chief Revenue Officer, Nick Longdon, explains where AccountsIQ sits in the finance software landscape. Many of our customers have outgrown entry-level systems such as Xero, QuickBooks and Sage 50, but cannot justify the cost and complexity of full ERP platforms like Oracle NetSuite or Sage Intacct. Nick highlights the warning signs that it is time to upgrade, including heavy reliance on spreadsheets, fragmented data across HR, payroll, eCommerce or project systems, increasing compliance demands, and the risk and frustration associated with ageing, unsupported or non-cloud finance products.

Nick also explores how these constraints affect both you and your team. Younger finance professionals expect intuitive, cloud-based tools, live access to data and minimal off-system work. Experienced team members want robust controls, strong reporting and the ability to support the business with timely insight rather than spending their days keying transactions and reconciling spreadsheets. The webinar shows how a platform like AccountsIQ is designed to flip the traditional finance pyramid, reducing the time spent on transaction processing, maintaining strong compliance and freeing capacity for analysis, business partnering and scenario planning.

Pre-Sales Consultant, and former implementation specialist, Helen Lawler then brings the concepts to life with a live demonstration of AccountsIQ. She shows how automated bank feeds and reconciliations, an AP inbox with OCR, bulk payment runs, recurring billing, automated journals for accruals and prepayments, and a built-in fixed asset register dramatically cut manual workload and reduce risk. You will see how a three-tier chart of accounts combined with up to six BI dimensions allows you to analyse performance by region, department, project or employee directly in the system, supported by over 200 standard reports, management report packs and direct connections to Excel and Power BI.

For finance leaders in groups or multi-entity structures, Helen also walks through AccountsIQ’s consolidation and intercompany capabilities. You will see how multi-currency entities can be rolled up into a single consolidation company, how one-click consolidation works in practice, and how you can drill from group-level results down to individual entity transactions without leaving the platform. The session finishes with a preview of AccountsIQ’s new user interface and navigation, plus embedded BI dashboards that bring key metrics, trends and exceptions to the surface for CFOs and finance teams.

By the end of this webinar, you will have a clear picture of how upgrading to a mid-market cloud accounting platform like AccountsIQ can transform your finance function. You will understand how it can help you reduce manual processes and spreadsheet dependence, improve control and visibility across entities, support more meaningful collaboration with stakeholders, and ultimately elevate your role as a CFO or finance leader by giving you the tools and insights needed to shape strategy and drive performance.