Gain better visibility to your firm's financials
Turn to Advanced Financial Solutions, a Microsoft® Excel® toolset that provides better visibility so you can confidently report on firm productivity, efficiency, and profitability. Stay competitive and protect your bottom line using powerful data allowing you to instantly respond to client needs and measure firm performance. Four powerful solutions are offered as standalone products or as a package.
Advanced Financial Solutions works for your firm
Advanced Financial Reporting
Avoid unplanned costs
Advanced Financial Solutions eliminates the process of emailing and consolidating of spreadsheets or other sources of data. Personalized dashboards give decision makers the ability to drill down to key metrics and reports.
- Improve decision making with comprehensive, up-to-the-minute financial insights covering firm performance and trends
- Transform your data into meaningful, actionable information on a user-friendly dashboard
Budgeting & forecasting
Forecasting and budgeting for analysis and reporting
Easily access the full audit and work-flow history so you know the who, what, where and when of data being entered.
- Confidently plan and review firm productivity, efficiency, and profitability
- Track your firm’s budget in real time with profit-protecting insights
- Boost budget intelligence and quickly deliver critical data to decision makers
Historical audit and workflow data
Stay competitive and protect your bottom line using powerful data to instantly respond to client needs and measure firm performance. Advanced Financial Reporting is a Microsoft® Excel® solution that provides better visibility so you can confidently report on firm productivity, efficiency, and profitability.
- Gain visibility into profitability drivers, making it easier to optimize cost management
- Generate accurate cost rates by leveraging direct and indirect cost data
- Increase efficiencies and profits by calculating profitability analytics by practice, fee earner, client and matter
- Make informed business decisions backed by reliable financial data and persona-based dashboards tailored and filtered for what each manager needs
Partner compensation & accounting
Maximize partner retention and recruitment
Enable transparency in financial decisions between your firms partners by using a single solution that works for everyone. Advanced Financial Solutions creates personalized reports and uses data to help you and your firm do the following:
- Easier management of compensation for firm leadership
- Enable tracking of the partner’s current account, tax reserves, capital
- Produce accurate and secure reports that will allow for the proper decisions regarding partner compensation
End-to-end optimization and support
A comprehensive portfolio of services is available to support a broad array of business needs. From business process consulting, solution implementation and deployment, and specialized technical services to ongoing support, education, and training, Our service team is there for you every step of the way.