Analytics Ultimate Software Features

Instantly generate a full suite of detailed analytic reports for any business including P&L, Balance Sheet, Common Size, Cash Flow, KPI’s, Ratios, Charts and Budget Vs Actual. Point and click on any report to create instant footnotes. Customize any report and even save custom reports as templates to use again. Consolidate multiple entities and apply elimination journals. Create normalization adjustments and instantly generate normalized versions of all reports. Create paragraph style custom reports to tell a story.

Create consolidated groups at no extra cost and add entities to the group. Optionally create elimination journals to take out inter-entity transactions and balances. Create normalization adjustments and forecasts at the consolidated level and generate a full suite of reports for the consolidated group in addition to the reports for each entity.

Instantly connect to QuickBooks Online or Xero accounts to pull in the financial data for as many periods as you like. If you don’t have live access to the bookkeeping accounts you can import the data using a Xero trial balance  export, or you can use the excel import template we provide, or even enter the data directly on the screen from scratch. You can mix and match the import methods for an entity for different periods and you can add more periods or overwrite past periods as you need. You can import budgets and forecasts using the import template we provide.

Budgets can be created for any entity in the Pro Analytics subscription. The budget data can be imported using the excel template we provide or by manually entering on the screen. Once budgets are setup, you can generate Budget vs Actual reports such as P&L, Balance Sheet, Cash Flow, KPI’s, Ratios and Charts. You can use the 3-way Forecasting module to explore different scenarios to get inspiration for your budgets.

A custom chart builder is included in the Pro Analytics subscription. Line or bar charts can be made from any data available for the entity or consolidated business, including custom KPI’s and custom ratios you’ve created. Custom charts can be added to any report, included as their own report or exported as an image to be used outside the software. Create a custom table from scratch or import one from a csv. Custom tables act like a spreadsheet and can include cell references and common formulas such as sum, mean, mode, median, min, max and round.  The format and style of custom tables can be modified in various ways to suit your needs and can be included in a custom report to be included in your report packs.

Use one of the built-in questionnaire templates or create your own. Share the questionnaire in the secure client portal to let your client answer the questions and upload supporting documents at their own pace. Multiple stakeholders can answer the same questions with each of their answers attributed and timestamped. Multiple questionnaires can be created in the course of a single job as more questions arise. Quick questions can be added on the fly from any part of the software and can be notified to one or more stakeholders when ready to be answered. If the clients are not tech savvy you can even export the questionnaires as word or pdf documents and email or post them instead.

With the press of a button Analytics Ultimate will run a series of tests inspecting key aspects of the structure and the fine detail of your analytics job for possible errors and suggested areas of improvement. A detailed report is displayed showing fails, suggestions and passes at the job, entity and scenario levels. Each entity and each scenario will have their own validation checks done. If potential fails or suggestions are flagged the accompanying message will provide detail on why the issue was triggered and how to rectify it. This feature is an important part of any valuation job workflow especially for users who are new to the software or if they are inexperienced in valuations generally.

Manager review notes can be added from any part of the job. Review notes are for internal purposes and are a great tool if the analytics is being done by a team. A common use-case is for the manager to make review points when reviewing the work of junior analysts or contractors. The juniors or contractors then read the review points, make the required changes and complete the task. Review notes are also great for a sole analyst to make notes on things to come back to before they complete the report.