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2017 The Year of Instant Financial Consolidations and Real-time Business Insight

April 11, 2018

Make a New Year's resolution to NOT spend long weekends closing the books, exporting data from multiple sources into Excel, and printing static board books. It's time to rethink the infrastructure you use to plan and manage your firm's finances.

View this on-demand webinar to see an interview with Financial Services expert Michael Dolence, Vice President of Operations for K&S Holdings, a real estate/PE firm. He'll explain why he moved off QuickBooks to a cloud financial system and how his approach to consolidations, multiple charts of accounts, and dashboards delivered key benefits:

  • Dramatically reduced consolidation times across 20 entities from days to minutes
  • Provide real-time, custom dashboards and reports
  • Slashed the chart of accounts by 50% while adding new family members and "slice and dice" analytics
  • Improved business insight through real-time KPI dashboards to proactively drive investment decisions
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