How to get control of their business and the processes taking place in it
Get Rich Work And Study / / December 20, 2019
Speaking of financial accounting systems, we are used to mean something for accounting or reporting to the tax. These types of accounting needs in the first place to the state, but most businesses require something else: the automation of financial routine, full control and understanding of the presence and movement of money corresponding to the actual situation of the plan, the dynamics of costs and income. All together this is called "management accounting". Convenient and flexible management accounting system allows owners and management to see the real situation in the company and make the right decisions.
It is obvious that with the growth of the business and increased staff requirements for the tool management accounting. Initially, a small company can somehow manage tablets in Excel, but it happens exactly to the point where management finds itself in a complete misunderstanding of what is happening. Dangerous levels of chaos makes frantically search for ways to bring the management accounting in order, but if you do not want to bring the case in your business to a critical point, then take care of the presence of suitable means better in advance.
System Process InsightAbout which we will tell you, it is an advanced replacement tables in Excel and is a self-contained means of automation of financial management accounting and business processes company.
What problems are solved
List of Issues Process Insight tasks can be divided into three broad categories.
Finance
- Planning and construction of the budget, as well as the daily plan-fact analysis.
- Control of incomes, expenses, warehouses residues in real time.
- Consolidate all the necessary data in a single user-friendly environment with the possibility of construction of any financial and management reports.
Collectively, these functions leads to a reduction in the time required to obtain timely and accurate information management and finance overall increase transparency.
processes
- Automation approvals procedures.
- Typing jobs for a better understanding of the staff plan of action in any given situation.
- Acceleration of decision-making by setting clear regulations.
- The detailed history of employee engagement system.
Automation of all occurring in the business processes minimizes the daily routine, allowing you to spend the time on the really important things.
registries
- Collaboration in the cloud based on any device without compromising safety data.
- History of changes for each document stored in the system.
- Fine-tune access rights for groups and individual user level.
- Synchronization with other materials used in the company's services and systems.
Automating the collection, storage and analysis of financial information allows the output clearly structured database with full access control and safety Google enterprise service levels.
The most important
The relevance of a particular function depends on the company, its organization, the size and type of activity. If, however, the question arises: "How Process Insight konkrektno help me?", Then come to the fore features that will be needed in any business.
Budget and advanced planning
The system allows you to create a detailed financial plan. Depending on the structure and size of the company in the preparation of the budget may be involved and one person, and a variety of departments, and even some companies, when it comes to holding. Part of the budget could be in the same currency, and some - in the other. Process Insight consolidates all budgets, save the data in the correct currency and displays the final budget in any sections (for projects by companies, according to budget), and in any currency (in rubles, UAH, EUR, dollars).
Control and order
Process Insight suggests that any costs, which are made in the company, should be coordinated. The initiator of the payment makes a request, then the application being approved. Completed applications compared with the budget. After this approved payment can be unloaded for transfer to the client-bank.
Automate and speed
Process Insight allows you to download bank statements, and if payments were made at the request of the system itself It carries them by type of intelligence management accounting, allowing to get some reports literally day day.
the sale
Sales managers can independently invoices for payment, and the system at the touch of a button sends the bill to the customer.
Analytics
For the analysis of financial condition used standard reports (balances on current accounts, billing records, reports, plan-fact), or universal form of the consolidated report, which allows you to, like Excel PivotTables, deploy data on any type of intelligence.
Scalability and customization
Despite the SaaS format, Process Insight system is extremely flexible and can be customized by developers under any financial structure. If necessary, the existing functionality can be added to new types of analytics, new processes of coordination, new documents, new reports and so on.
Security
Process Insight allows you to fine-tune the access of certain users and groups to the data. For example, management can see the full picture. Project Managers - their projects, managers of departments - only the articles of the budget, and accountants will have access only to their current accounts and cashier. Permissions can be set for all the elements and system directories.
Integration with other systems
Process Insight integrates with 1C, "Megaplanom», SAP, Oracle, MS Dynamics and other popular systems, so most of the Data is synchronized in the automatic mode, and the remaining part of the information can be transferred manually with minimal time costs.
Advantages of cloud service and free testing
As a cloud service, Process Insight completely removes the user's worries about the creation, support and protection of their own infrastructure for the operation of the system. The client pays for the service based on the number of registered employees and does not think about other things.
Use as a technical Google Apps system database eliminates the possibility of leakage or theft of corporate information from the service provider.
The only weak point here can be careless users when dealing with passwords, but this problem is solved by connecting the two-factor authentication.
And, finally, about the prices. There is hardly a company leader who had agreed to just pick up and pay for neobkatanny in practice and unstudied service. In this regard, Process Insight is quite loyal and allows totally free to test the possibility of two users of the system for two weeks. If the customer paid for the service, but remained dissatisfied after the first month of work, he returned to spent on a subscription fee money.
The site Process Insight demo version available, do not require authorization. You can go and see the functionality of the system on the example of the prefilling directories, zavedonnymi budgets and the movement of funds in real time.
Process Insight