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Tag: reporting

Finance team reviewing standard reporting templates on screen while scoping custom report requirements for an automation project
Guides 22 min read

How Many Custom Reports Does a Finance Automation Project Actually Need?

Most finance automation reporting requirements are met by standard reports. Learn how to map requirements before building custom, and scope reporting properly.

Chirashree Dan
Operations team accessing automated finance reports and dashboards
Guides 15 min read

Finance Reporting Automation: Give Operations Teams Answers Without Dragging Finance Into Every Chat

Finance reporting automation puts outstanding invoice, payable, and cash data in front of operations on demand -- ending the 'ping the finance manager' loop.

Chirashree Dan
Travel agency finance team viewing a consolidated accounts receivable and accounts payable dashboard built from GDS and ERP data
Guides 21 min read

AR/AP Financial Dashboards for Travel Agencies Without an In-House IT Team

Travel agencies running all-in-one GDS-ERPs like PowerSuite have the data for AR/AP dashboards but no way to consolidate it without an in-house IT team.

Chirashree Dan