Did you know you can now totally automate the monthly management reporting process?

Just simply decide which clients you wish to automatically synchronise each month, enable ‘Auto Reporting’, enter the day of the month you wish to generate an updated set of reports, and the day of the month you wish to automatically email your client to tell them their Management Reports are available. Click here to read more.

Date:

Tuesday, September 21, 2021

"I was very pleasantly surprised to be asked to analyse the financial performance of a competitors' client. All the more so when we discovered they were a substantial manufacturing business. The request was made by the Marketing Director who was frustrated at the company’s inability to deliver timely, accurate management data to assess the effectiveness of various sales and marketing activities.

To provide the analysis we imported the client's financial data into the Virtual Finance Director. Immediately financial issues became apparent, and the VFD Pro allowed us to quickly drill down understand their performance and give the expert financial advice that their accountant had been unable to provide."

Sean Farnell
Partner, Burgis & Bullock

Did you know you can now totally automate the monthly management reporting process?

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