Acterys

APRIL 11, 2023

In this blog, we have discussed what autonomous financial planning is, how it benefits the office of the CFO, and how you can adopt CPM tools that help build faster, more accurate financial planning and analysis processes that run on autopilot. So if you like to work and live in Power BI, it can do that.

Technology 130

Technology Finance Manufacturing Legal 130

Withum

APRIL 19, 2022

The Power Platform, with its suite of low-code/no-code tools, is sparking a lot of interest lately; we have clients who have been using M365 for email and file management for years who are just now starting to ask us how to leverage the Power Platform. this blog is for you. First, some basics – what is Power Platform?

Technology 105

Technology Expense Reimbursements Start-ups accounting and finance 105

Withum

MARCH 18, 2022

Data modeling in Power BI is a topic that has been brought more to the forefront for even the introductory level courses. In this blog, I will briefly share my knowledge of these concepts in hopes of keeping the conversation going. So, let’s start by defining what a data model is in Power BI. Cardinality example.

Non-Profits 52

Non-Profits Construction Start-ups Sales 52

Withum

JUNE 2, 2022

In this blog post, I will share my recent experience leveraging Power BI (PBI) to perform analysis on Customer Relationship Management (CRM) data captured using Salesforce, such as performance trends and opportunities for a client. These objects can then be pulled into the Power BI data model for reporting and mapping.

Technology 52

Technology Account accountant accounted 52

Acterys

FEBRUARY 22, 2023

In this blog, we look at three main reporting types that FP&A teams must use to monitor the financial health and performance of a business. A category of these tools use powerhouses like Power BI and Excel at their forefront – with a robust data modeling and planning engine at the backend.

financial statements 130

financial statements accounting and finance Sales Finance 130

Withum

JUNE 16, 2022

Better Understand the Complex Power Platform Licensing Structure. Microsoft’s Power Platform comes with a lot of great automation possibilities but figuring out what to use when and which licensing makes the most sense for your organization is an undertaking. A Comprehensive Guide to Power Platform Licensing. Download Guide.

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ThomsonReuters

JUNE 29, 2023

Your personalized API roadmap will integrate your entire technology ecosystem, allowing you to do more in less time while the powerful combination of data from all your systems, workflows, and processes provides endless ways to surface valuable insights and powerful analysis.

Technology 98

Technology accounting firms Tax Account 98

Acterys

FEBRUARY 7, 2023

In this blog, we bring everything together by reviewing the step-by-step process that companies can adopt to lay out a plan that is most suitable for their requirements. Imagining the potential that data holds to inform your future inventory needs can be an incredibly powerful tool. Take Acterys Power BI out for a test drive now!

Maine 130

Maine Sales Manufacturing audit 130

Lockstep

NOVEMBER 16, 2022

In this blog post, we will discuss seven ways that you can use automated communications to improve your AR process. . Today’s accounts receivable teams need a system that not only integrates with their ERP / accounting software but can also integrate with powerful tools like Salesforce, Power BI, and Email.

Technology 88

Technology Account accountant accounted 88

Acterys

JULY 12, 2023

This blog will guide you on what vertical analysis is, how to perform it, and how it can help your business to scale through data-driven decisions. Using tools such as Power BI to chart your results, you can visualize your performance and make informed decisions for a successful plan. What is vertical analysis?

financial statements 130

financial statements accounting and finance accounts payable Sales 130

ThomsonReuters

JUNE 16, 2023

Microsoft Excel, Power BI) as a valuable (either very valuable or somewhat valuable) skill/competency for new professionals. The post How to upskill accountants appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Account 98

Account accountant accounted Technology 98

ThomsonReuters

OCTOBER 24, 2023

based CFO Consultants, in a blog post. With the right tax technologies in place, tax departments can effectively consolidate and unlock the power of quality, clean data. To learn more about automation of data in tax, read our white paper “Automating tax provision: The power of technology.”

Technology 52

Technology Tax corporation tax accounting and finance 52

ThomsonReuters

MARCH 15, 2021

The power grid for an entire state was impacted. Sending out weekly or bi-weekly newsletters updating clients on broad changes that affect many of your clients will help you avoid dozens of one-of phone calls and emails asking the same questions. appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Tax 98

Tax Texas tax return cpas 98

Xero

OCTOBER 13, 2022

This Data Academy is fully funded by the UK Apprenticeship Levy, and enables our brilliant female talent to learn skills such as SQL, Python, Power BI and advanced Excel. The post Xero is named one of the UK’s ‘Best Workplaces’ for women and in the tech industry appeared first on Xero Blog.

Technology 69

Technology Start-ups 69

Ronika Khanna CPA,CA

SEPTEMBER 1, 2023

Import data from a PDF document which is often the starting point for building a template Power BI is deeply powerful tool that allows you to build dashboards and reports. There is a free version which is often sufficient.

accounting software 65

accounting software accounting and finance tax return Start-ups 65

Acterys

AUGUST 12, 2022

Over the last 7 years, Power BI has developed into the predominant self-service analytics solution. The only thing that a user with a Power BI planning process requires is a web browser. As opposed to spreadsheets, Power BI reports are secure and protected by default. Approaches to Write-back in Power BI.

accounting and finance 246

accounting and finance Start-ups Finance Account 246

PYMNTS

SEPTEMBER 24, 2018

Marqeta is a card issuing and core processing platform, powering prepaid, debit and credit cards for commerce firms. To ease the approval process, a credit check is not required, and the program offers weekly, bi-weekly or monthly payments based on the customer’s pay cycle. Modern Takes On Lease-To-Own.

West Virginia 70

West Virginia Vermont Wisconsin New Jersey 70

Acterys

JANUARY 31, 2022

If you are looking to integrate DEAR Inventory with Power BI, we have explained the best possible solution for you in this blog post. Why Should You Integrate DEAR Inventory with Power BI? So how can businesses integrate DEAR Inventory data with Power BI? Connecting Power BI App to Dear Inventory.

NetSuite 130

NetSuite quickbooks Start-ups accounting and finance 130

Acterys

AUGUST 4, 2022

It is time to unleash the Power BI wizard in you – wield your magic staff to build and showcase outstanding dashboards. Acterys is bringing you, the first of many to come, the Acterys Power BI App Contest. About Acterys Power BI App Contest. About Acterys Power BI App Contest. Need Inspiration?

accounting firms 130

accounting firms Sales Account accountant 130

Acterys

AUGUST 4, 2022

It is time to unleash the Power BI wizard in you – wield your magic staff to build and showcase outstanding dashboards. Use this opportunity to boast your skills and expertise in building stunning reporting and analytic solutions using Power BI. The report must be created using Acterys Power BI Visuals.

accounting firms 130

accounting firms Sales Account accountant 130

Acterys

AUGUST 12, 2022

Over the last 7 years, Power BI has developed into the predominant self-service analytics solution. The only thing that a user with a Power BI planning process requires is a web browser. As opposed to spreadsheets, Power BI reports are secure and protected by default. Approaches to Write-back in Power BI.

accounting and finance 130

accounting and finance Start-ups Finance Account 130

Acterys

MARCH 28, 2022

In this blog, we’ll explain: What rolling forecasts are. 1. Rolling forecast in Power BI/Letting go of Excel-based Processes. Solutions like Acterys unlocks the financial planning capabilities of Power BI , giving users the ability to build, analyze, visualize, and adjust rolling forecasts with ease and speed.

accounting and finance 130

accounting and finance Finance Government Start-ups 130

Withum

MARCH 17, 2023

I am passionate about Power Platform and very excited about the new Microsoft Power Pages capabilities introduced in the fall of 2022 that extend the reach of the low-code revolution outside the firewall. What Is Microsoft Power Pages? While Power Pages is new, the underlying technology used by Power Pages isn’t.

Technology 52

Technology B2C Gaming Government 52

Ryan Lazanis

SEPTEMBER 1, 2023

28) Quotient Need a powerful quoting tool? But powerful this system is. It’s a powerful system that can also handle inventory, wholesale management, fulfillment, and more. Below you’ll find some of the more powerful options that integrate with the most popular cloud based accounting apps. A powerful HR system.

accounting software 98

accounting software quickbooks Account accountant 98

Snyder

JANUARY 5, 2023

Such decisions must be based on thorough research, reliable data on the company’s processes and BI insights , in other words, be data-driven. Social media power. It’s hard to argue that social media is the power that governs many processes today, including sales.

Sales 52

Sales E-commerce Education Maine 52

Acterys

MAY 13, 2022

In this blog, we address the potential for efficiencies and cost savings through platform unification in organically grown, often very disparate approaches that we see at customers. and collaboration in the process: Power-BI-Performance-Management-Cycle. with varying, often very high price tags ( more details in this blog ).

Technology 130

Technology Maine Finance 130

Withum

SEPTEMBER 13, 2022

Now that your organization has decided to use Microsoft’s Power BI as the business intelligence platform of choice, it is time to decide which licensing capacity makes the most sense for your analytical reporting needs. Shared capacity is the standard option and is usually licensed by user (Power BI Pro license).

Start-ups 72

Start-ups Technology 72

Snyder

JULY 20, 2022

It’s a powerful tool for helping you run your business more effectively and efficiently. In this blog post, we’ll walk you through the process of creating an effective data dashboard for your business – no matter the size or scope of business you work in. There’s more new information and data available today than ever before.

E-commerce 52

E-commerce Maine Sales Start-ups 52

Withum

JUNE 27, 2022

If you have previously worked with Power BI or any other self-service BI tool, then I am sure you have found the incredible value it brings to an organization when making important data-driven business decisions. So, we are now in Power BI Desktop. What Is a Golden Dataset? . Creating Our Golden Dataset .

Government 52

Government tax services business tax Technology 52

ThomsonReuters

APRIL 1, 2024

To create that visibility, BNN used an application programming interface (API) to pull the necessary data from GoFileRoom and FirmFlow into Power BI, giving the firm increased flexibility in surfacing data using visualizations.

Tax 52

Tax Account accountant accounted 52

Acterys

JUNE 16, 2023

In this blog, we will delve into the world of financial budgeting, planning, and forecasting and provide practical tips and strategies to take control of your business’s financial health. Tapping into the Power of Financial Forecasting What is Financial Forecasting? FAQs What are the types of budgets?

Finance 130

Finance accounting and finance Sales Start-ups 130

MineralTree

JUNE 15, 2023

In this blog, we’ll provide a comprehensive guide to integrating NetSuite with an AP automation platform. This valuable and powerful feature can also make the integration process confusing and time-consuming for businesses. With MineralTree, the sync is truly bi-directional.

NetSuite 75

NetSuite NetSuite Integration AP Automation AP Processes 75

Snyder

JUNE 17, 2022

Let’s take a look at the most frequently used components and types of data visualization that give you a sense of power over your data. Data visualization transforms raw data into categories and indicators that can be immediately used as powerful business insights for fast and effective decision-making. Time-series. Zoho Analytics.

E-commerce 141

E-commerce Technology accounting and finance Finance 141

Acterys

FEBRUARY 3, 2023

In the previous blog, we learned what inventory planning is , why it is important, and some of the most common challenges to resolve while developing an inventory plan. Take Acterys Power BI out for a test drive now! Let’s look at the key elements you need to consider when building an inventory plan.

Manufacturing 130

Manufacturing Sales Start-ups Retail 130

ThomsonReuters

MAY 24, 2023

This enables GoFileRoom to talk to Microsoft Power Automate, PowerApps, and Logic Apps within Microsoft’s ecosystem. The post How accounting firms can leverage API third-party integrations appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

accounting firms 52

accounting firms Technology Account accountant 52

ThomsonReuters

MAY 9, 2022

Here are a few examples of how GoSystem Tax APIs enable efficiency in tax workflows: Efficiently track eFile status by adopting GoSystem Tax Power BI dashboard. appeared first on Tax & Accounting Blog Posts by Thomson Reuters. By leveraging APIs to automate manual tasks, firms can save time, risk, and cost.

Technology 98

Technology Account accountant accounted 98

MineralTree

FEBRUARY 22, 2024

This blog takes a deeper dive into how your business can benefit from integrating your AP automation with Sage Intacct. Sage remains the system of record Before investing in an AP and payment automation solution, make sure it offers a true bi-directional sync. With the right tools, you can unlock the full potential of Sage Intacct.

AP Automation 52

AP Automation Oklahoma Technology accounting and finance 52