Next level reporting from AIQ

Discover AccountsIQ’s latest reporting features, including new dashboards, multi-entity consolidation and BI tools that empower mid-market finance teams to automate, analyse and share financial insights faster.

November 26, 2024
Duration:
37:27
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Taylor Andrew
Senior Account Executive

Modern finance teams need more than basic management reports – they need live, multi-entity, analysis-ready data they can trust for fast, informed decision-making. In this webinar, you’ll see how AccountsIQ’s mid-market cloud accounting platform takes your reporting beyond spreadsheets and entry-level tools, giving you ERP-level insight without ERP-level cost or implementation complexity. Taylor, Senior Business Development Manager at AccountsIQ, walks through how over 20,000 users across 60+ countries use the system to transform their finance function into a true decision-support hub.

You’ll learn how to design an effective, scalable finance system using AccountsIQ’s three-tier chart of accounts and up to six analysis dimensions for departments, projects, regions, revenue streams and more. The session explains how to replace manual, error-prone Excel work with over 250 standard reports, flexible filters and instant drill-down to transaction level, so you can move from data preparation to value-adding analysis. You’ll also see how to use the latest interactive dashboards for P&L, working capital, AP, AR, sales and purchases to monitor performance, track key KPIs, spot anomalies early and deep-dive into the drivers of profit and cash.

For groups, the webinar demonstrates how AccountsIQ handles multi-entity, multi-currency consolidation in just a few clicks, including automated budget roll-ups and group-level dashboards that show performance by entity, region or business unit. It also covers how to connect AccountsIQ to Excel and Power BI via the OData connector, so any board pack, KPI set or custom model can stay live-linked to core financial data without repeated exports and reconciliations.

Finally, you’ll see how to bring non-financial KPIs – such as headcount, transaction volumes or asset metrics – into AccountsIQ dashboards to create a single source of truth for business performance. The webinar also highlights how AccountsIQ’s open API and in-house integration team help eliminate rekeying and human error by connecting your finance system to industry-specific and line-of-business applications, ensuring your reporting is accurate, timely and fully aligned with the way your organisation actually operates.