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DecisionPoint
For Accountants

Go the extra mile for your clients and set yourself apart from the crowd.

The Challenge

As a trusted advisor to your clients, are you looking for new ways to add value to their businesses?

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Do you already help define key performance indicators (KPIs) and other metrics to help your clients keep on top of what matters most to their businesses?

For example, do you help your clients manage: Working capital, by managing debtors, creditors, work in progress and stock? Sales' by ensuring sufficient supply of leads and quotes, pipeline and completed sales; understanding which products sell well and which are most profitable and measuring sales performance and conversion rates?

Costs, by tracking them to maintain a healthy gross profit margin? If so, whether your clients' data is in Sage, QuickBooks, Xero, KashFlow or another accounting system ... and whether or not you need to link this to data in other systems ... transforming this data into insight to help your clients make informed and effective decisions can be time-consuming and frustrating - particularly if you are trying to do all of this inside Excel.

The Solution

What if you could take Excel output from your clients' accounting software and transform this into rich information apps that answer clients' immediate and follow-up questions?
Deliver
Deliver information apps and KPIs on mobile and the desktop:

Empower your clients with access to critical information wherever they are - all packaged up behind an intuitive interface that they can just pick up and use without requiring training.

Adapt
Adapt quickly to your clients' changing business needs:

Create and update information apps fast, without coding, to keep pace with your clients' changing business needs.

Access
Access information offline:

Allow clients to access their KPIs even when they are offline, with no loss of functionality, so they are not at the mercy of slow mobile networks and patchy signals.

Differentiate
Differentiate yourself from competitors:

Let's face it, financial information can be a little grey and boring, so why not bring your clients' numbers to life in an information app that draws their attention to key areas allowing them to keep their finger on the pulse of their business? This adds extra value to your service and helps you stand out from your competitors. Plus, you'll help your clients discover new insights and see their business in a completely new light.

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What you get

12 month subscription to DecisionPoint™ For Accountants, including support and maintenance:
  • Deliver information apps to up to 50 clients
  • Connect to the Excel output of your clients' accounting and other systems
  • Create stunning information apps without coding
  • Deliver to mobile devices (and desktop browsers) empowering front-line workers across your clients? organizations with the information they need to make consistent, data-driven decisions
  • Ensure everyone in your client's business sees the big picture so he or she can make the correct decisions for their business

The Takeaway

With DecisionPoint™ you ensure your clients have ready access to the critical information they need to ensure their business success, which at the same time helps set you apart from your competitors.

Are you ready to transform
your clients' data?

Request a demo today

Customer Success Story:

Senior Partners

Serving the investment needs of mature investors

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