What cloud bookkeeping packages have addon reporting dashboards available, and in peoples view which would be the best combination for a small consultancy B2B service firm. Im particularly interested in combos which work well with QBO or Clearbooks, but any others too
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Graphical Business Analysis
The Accountex Show had a few of these on display.
Xero seemed to have the best integrated functionality when I looked, having realtime integration with the dashboards. I really like Freeagent though although I think this needs CSV files to be uploaded. It is third parties that provide the dashboard software, crunching the data from the underlying book-keeping software.
The reporting dashboards I saw that were interesting were:
and good for cashflow :
http://www.gearshiftplanning.com/#home
and another interesting one:
http://www.spotlightreporting.com/xero/
I know Gearshift has a cashflow forecast graphing facility which is great, as do some of the others, but all possibly worth a check. This looks like revved-up accounting for the future !
Peter
Good only if clients are prepared to pay for it
Have spent a bit of time looking at these, but feedback from clients so far has been - not interested.
What have others found?
I spent a bit of time checking, but not sure I saw a really clear report or graph that was a real draw. I did like the look of the cashflow projections graphed out though, which is what I was looking for.
Have you got close enough to see either if they really work? Is there a report or graph that says "You need me!" ? Previously I have spent ages creating graphs on Excel for one client which showed profitability by project, and overall profitability. As you mention, he was not keen on paying for that work either, which was very labour intensive, but simple to understand . Would be great to have come kind of management control graphs like this for smaller clients though ?
Peterg