Challenge

To ensure Boards and Management have timely, clear and meaningful financial reports that impart a shared understanding of the organisation’s financial situation.

Compliance is one thing, understanding finances is another.

Success

FinancialTracker: a cost effective, financial performance monitoring system for tracking financial well-being and project outcomes.

FinancialTracker clarifies and illuminates financial reporting.

Outcomes/Benefits

A simple yet comprehensive combination of icons and colour coded graphics and KPIs create a consistent and intuitive visual language. This combination illustrates and provides instant visual access to complex financial information.

REPORTS INCLUDE:

• Income/expenditure, with budgets and actual expenditure.
• Financial performance (profit and loss).
• Detailed expenditure by line items.
• Financial position (balance sheet).

Features

• Direct link to Attache software for instant reports.
• Friendly Graphical User Interface.
• Flexibility of manual data input or amended data option to demonstrate ‘what if?’ scenarios.
• Annotations can be added to key elements of the reports.
• The user sets parameters for traffic light KPIs.
• Run on your hard disk or use the ‘outsource’ service option.
• Print, export, pdf and email reports.