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Experts from AccountsIQ and Accord Business Solutions provide practical guidance on how to effectively utilise the reporting features of AccountsIQ.
In this on-demand webinar, “Mastering Reporting and Gaining Insights in AccountsIQ,” you’ll learn how to turn your AccountsIQ data model into genuinely actionable insight using core reports, grids, dashboards and advanced analytics. Hosted by Danielle Cahill (Head of Partnerships, AccountsIQ) and presales specialists Helen and Zaina, the session walks through how to structure your chart of accounts and dimensions for powerful analysis, use the GL Explorer and transaction browser as day-to-day reporting tools, and get more value from aged reports, AP/AR views and the redesigned Report Manager. You’ll also see how to build and share financial dashboards, layer in non-financial KPIs, and when it makes sense to extend reporting into Power BI. Special guest Stephen Lawrie from Accord Business Solutions (part of the Envoy Group) shares a real-world case study on moving to AccountsIQ, chunking the business into P&Ls, consolidating multiple entities, and freeing month-end from spreadsheets. Whether you’re a CFO, Financial Controller, Finance Manager or power user, this webinar will help you design better structures, reduce manual Excel work, and give budget holders and leadership faster, clearer insight from AccountsIQ.