Financial Reporting
Expandable’s financial reporting option combines the familiarity of Excel with the power of live transactional data directly from Expandable ERP to deliver easy-to-create financial statements that can be customized to meet the unique requirements of your organization.
Built on the powerful Spreadsheet Server platform from insightsoftware Inc., Expandable Insights allows for deeper analysis of data by providing users the ability to drill down into transactional details to investigate the sources of any outliers.
With pre-built data sets and templates for the most common reports, the average user can create boardroom-quality financial reports using Excel’s native tools to craft compelling charts and layouts with illuminating colors, fonts and formatting.
MODULE FEATURES
Ready-to-use Templates
To jump start your financial reporting, the Expandable GL Content Pack delivers a number of pre-packaged reports based on a standard chart of accounts.
Included is pre-configured balance sheet and income statement account type classifications that can easily be modified or built upon to meet your exact financial reporting needs.
Gain immediate results with pre-built templates for generating the most common financial reports:
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Expense Analysis
- Budget vs. Actual
Templates are easily modified so you can customize reports with your own branding imagery, data requirements and account classifications.
All financial report templates follow the same GL Account structure, making it easy for your finance and accounting team to understand and follow consistent fundamental logic when building and customizing reports.
Real-time Reporting, Analytics, and Plannings
Expandable Insights delivers a single platform where you can understand what has happened in the past, keep track of what is going on now, and plan the future your company wants to realize.
Start in Excel Stay in Excel
The platform allows end users to start and end their day in the familiar environment of their favorite office tool. Use deep drill down capabilities to understand details of how various business components affect the bottom line.
Empower Business Users
Designed by accountants with self-service in mind, Expandable Insights allows users to build reports and analytics without a heavy reliance on IT resources.
Real-time Data Connectivity
Expandable Insights is a real-time solution integrated with Expandable ERP so you know what is happening now – not the last time someone in IT ran a batch job.
Quick Installation and ROI
Quick to install, learn, create and publish content so that you can realize value as soon as possible.
Automate Report Distribution
Use the Distribution Manager to share your real-time financial reports with key personnel including a wide audience of non-finance consumers.
Send easy-to-use, up-to-date, interactive visualizations that include complete drill-down capabilities.
Enable department managers to gain a better understanding of project status and commitments, as well as view their actual vs. budget information side-by-side.
Set up your delivery schedules and recipient lists in advance and have reports automatically distributed.