Automated Financial Reporting for Aptean Inside Excel

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Automate Manual Reporting Processes

When you want to avoid the painstaking, repetitive process of exporting and manually manipulating static ERP data within Microsoft Excel.

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Simplify Your Most Complex Reports

When you need to report across multiple Aptean modules. For example, to calculate inventory turnover or inventory-to-sales ratio.

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Reduce the Number of Inquiries from Other Departments

When you need to empower non-finance users with access to data in a form that they can easily understand to answer their follow-up questions for themselves.

Create Real-Time, Drillable Financial and Operational Reports for Aptean Inside of Excel

Put Finance in Control of Their Reporting

Give finance teams the ability to work with real-time Aptean data directly inside Excel. Enable them to create reports within minutes, instead of days or even weeks. Build reports once, then refresh with live data as needed. Drill down to transaction level details to identify and resolve variances on the spot, easily merge data from multiple, disparate databases, and create and share mobile-ready visualizations of the data in a way that is easy for non-financial users to understand.

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Combine Data from Multiple Modules to Uncover New Insights

Report on a wide range of financial and non-financial data from Aptean’s ERP systems. Combine data from multiple modules to provide new levels of insight. For example, discrete manufacturers can automate and distribute reports on key metrics such as machine cell load, shop hours, earned paid hours, earned scheduled machine hours, second and overnight shifts scheduled machine hours, backlog reports, year-to-date actual sales, and projected sales per customer, among many others.

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See an Immediate Return

Unlike lengthy business intelligence tool installs and upgrades, insightsoftware solutions install in hours. An intuitive user interface, easy data integration, and self-help systems enable business users to get up to speed fast and answer their own questions, without waiting on IT. By leveraging the same security built into your Aptean system, you can be confident that users will only see data they are authorized to view. Seventy-four percent of insightsoftware customers agreed that their solution was up and running quickly enough to provide measurable benefits by the next reporting cycle.

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Automating Financial & Operational Reporting for Aptean ERPs

Are your reporting processes contributing to your business success? Watch this on demand webinar, which discusses the importance of streamlining your reporting processes, all while allowing you to work with your live Aptean ERP data in the environment you’re most comfortable in – Microsoft Excel. Whether you use Aptean’s Ross, Made2Manage, or Cimnet ERP systems, you can benefit from this solution. Learn how Spreadsheet Server by insightsoftware for Aptean ERP allows you to:

  • Automate and distribute the information that’s important to you, including financial and operational reports like shop hours, earned scheduled machine hours, backlog reports, OEE, and many more
  • Work with real-time data and drill-down to ensure your entire organization has a clear and accurate view of what is going on in finance and operations
  • Close your books faster by empowering business users to create their own refreshable ERP report and drill down into detail
  • Operate more efficiently, saving between 100-300 of hours on reporting each year by eliminating manual processes

Work with the #1 Financial Reporting and Business Intelligence Vendor for Aptean

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"Spreadsheet Server allows me to create custom reports that are also highly interactive, making for a powerful analytical tool!"

Jacob Seamans Accountant at Stephen F. Austin State University View Customer Story

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