This AccountsIQ webinar is designed for finance teams in the UK, Ireland, and international multi-entity businesses that need stronger reporting, better visibility, and more scalable finance software. The video explains how AccountsIQ helps organisations move beyond entry-level accounting systems with advanced financial reporting, management dashboards, consolidation, intercompany accounting, and live Excel and Power BI reporting. Viewers will see a full product demonstration of how AccountsIQ supports smarter finance operations and better decision-making across growing businesses.

‍

Webinar overview

In this webinar, AccountsIQ introduces how smarter business decisions start with better financial reporting. The session is led by Jack from the AccountsIQ sales team and Zaina from presales, who walk through the platform, explain where AccountsIQ fits in the market, and demonstrate how finance teams can improve reporting, automation, visibility, and multi-entity consolidation.

The webinar is particularly relevant for finance leaders, CFOs, finance managers, and controllers in the UK, Ireland, and international businesses looking to move beyond entry-level accounting software such as Xero, QuickBooks, or Sage 50, but who are not yet ready for the cost and complexity of larger ERP systems.

What this webinar covers

This session begins with an introduction to AccountsIQ, including an overview of the business, customer satisfaction, implementation approach, and the benefits of a fully cloud-based finance platform. The presenters explain how AccountsIQ supports over 35,000 users across more than 85 countries and why the platform is especially valuable for organisations with multi-entity and multi-currency requirements.

The webinar then explores where AccountsIQ sits in the finance software market. It highlights how the platform helps growing businesses move on from entry-level systems by offering stronger reporting, better automation, scalable integrations, and more sophisticated financial control without the complexity of traditional enterprise ERP software.

A large part of the session is dedicated to a live product demo focused on reporting. Viewers are shown the AccountsIQ interface, including the homepage, activity tiles, insight tiles, user access controls, general ledger explorer, analysis dimensions, report manager, dashboards, and management report packs. The presenters explain how finance teams can use these tools to create better visibility across the business, reduce manual reporting effort, and give leadership teams access to live financial insights.

The webinar also covers multi-dimensional reporting. AccountsIQ demonstrates how users can analyse financial data using dimensions such as department, project, location, and revenue stream. This allows businesses to go beyond a standard chart of accounts and generate more meaningful reporting across business units, entities, or operations.

The session then moves into dashboards and reporting outputs. It shows how standard reports can be layered with budget comparisons, project analysis, and variance reporting, and how dashboards can be used to monitor profit and loss, expenditure, and business performance. There is also a demonstration of how reports can be exported to Excel and shared more efficiently with stakeholders.

Zaina also introduces non-financial KPI reporting, showing how organisations can bring operational and business metrics into AccountsIQ alongside financial data. This includes examples such as headcount, employee engagement, customer acquisition cost, and close-to-win ratios. The webinar explains how these metrics can be viewed at both entity and consolidated group level.

The final section focuses on consolidation. The presenters demonstrate how AccountsIQ handles group structures, sub-consolidations, intercompany eliminations, budget roll-ups, consolidation exchange rates, and one-click consolidation. Viewers are shown how consolidated profit and loss reports, intercompany matrices, and consolidated dashboards can be produced quickly and accurately.

The webinar ends with a look at AccountsIQ’s OData connection for Excel and Power BI. This section shows how finance teams can create live-linked reports, disclosure notes, pivots, and management packs outside the platform while still refreshing the latest AccountsIQ data whenever required.

Key topics discussed in the webinar

- AccountsIQ platform overview and company background

- Why growing businesses choose AccountsIQ over Xero, QuickBooks, Sage 50, NetSuite, and SAP

- Mid-market accounting software for businesses in the UK, Ireland, and international groups

- Cloud accounting and finance software with in-house implementation and support

- Reporting tools for finance teams, CFOs, and decision-makers

- GL Explorer and drill-down reporting

- Budget vs actual reporting and variance analysis

- Multi-dimensional reporting by department, project, location, and revenue stream

- Management report packs in Excel and PDF

- Financial dashboards and self-service reporting

- Non-financial KPI dashboards

- Multi-entity, multi-currency consolidation

- Intercompany accounting and elimination

- Consolidated reporting and group finance visibility

- OData connection to Excel and Power BI

Introduction to AccountsIQ

The webinar opens with an introduction to AccountsIQ and the presenters. Jack explains his role in helping businesses streamline finance operations, while Zaina outlines her background in audit and accounting and her role in presales and solution consulting.

Why businesses choose AccountsIQ

The presenters explain the value of AccountsIQ as a pure cloud platform with a strong customer satisfaction rate, fast implementation timelines, and fully in-house operations. This includes implementation, support, and integrations, all managed directly by AccountsIQ rather than third parties.

Where AccountsIQ fits in the market

The webinar positions AccountsIQ as a finance system for businesses outgrowing basic accounting tools but not looking for the overhead of larger enterprise ERP systems. It is presented as a strong option for finance teams that need better reporting, automation, scalability, and group accounting capability.

Reporting functionality in AccountsIQ

The product demo begins with a walkthrough of the AccountsIQ interface and user profile controls. The presenters show how different stakeholders can be given secure access to dashboards and reports without allowing them to edit financial data.

The general ledger explorer is then demonstrated, showing how users can work through a three-tier chart of accounts, drill down into transactions, filter data, export results to Excel, and maintain a full audit trail for edits.

Dimensions and analysis codes

One of the core themes of the webinar is how AccountsIQ enhances reporting with dimensions and BI codes. Instead of relying only on the chart of accounts, businesses can analyse data by department, project, location, and revenue stream, creating far more flexible and insightful reporting.

Standard reports and management reporting

The report manager section highlights the breadth of standard reports in AccountsIQ, with over 250 built-in reports across accounts receivable, accounts payable, general ledger, banking, and more.

The presenters focus on two reporting examples: the extended business analysis report and the management report pack. These examples show how finance teams can compare actuals against budget, add dimension-based analysis, export packs to Excel, and distribute reports more effectively.

Dashboards and live visibility

The webinar demonstrates AccountsIQ dashboards, including financial overview and profit and loss dashboards. These dashboards are designed to give finance teams and senior stakeholders real-time access to key information such as income, expenditure, gross profit, operating income, and net profit by project or department.

Non-financial metrics

Zaina then shows how non-financial KPIs can be brought into the platform and compared directly against financial results. This helps organisations connect financial outcomes with operational performance and is especially useful for boards, trustees, and leadership teams.

Consolidation and group reporting

A key part of the webinar is the demonstration of group consolidation. AccountsIQ shows how businesses can create consolidation layers, sub-consolidations, and intercompany structures while rolling up budgets and automating eliminations. The presenters show how users can run consolidated P&L reports, analyse entity-level balances, and use intercompany matrices to improve visibility and reduce manual work.

OData connection and Power BI reporting

The final product section explains how AccountsIQ connects to Excel and Power BI using OData. This allows finance teams to maintain live links to AccountsIQ data, refresh reports instantly, and build more advanced reporting outputs where needed.

‍

Want to see how AccountsIQ could work for your business? Book a tailored demo with our team to explore reporting, dashboards, automation, consolidation, and integrations in more detail.

‍