Easy Excel-Based Reporting That Eliminates Data Dumping

Many finance teams manually export data from an ERP into Excel, which often results in time-consuming processes and error-prone static spreadsheets that leave little time for strategic analysis. So, why do many organizations still rely on the built-in ERP reporting tools that offer little flexibility, customization, and automation to help alleviate these problems? Likely because they don’t know there’s a better process. Imagine if you were connected directly to your data and could eliminate manual data dumps to begin running real-time reports, all within Excel. Sound too good to be true? Join us for a webinar we’ll demonstrate how you can:
– Easily create real-time financial and operational reports without IT help
– Identify and solve issues with drill-down functionality, from transactional to invoice details
– Share and distribute reports across your team with ease
– Adopt a new solution throughout your business that is quick to install
Speaker: Kevin Gibson, CPA – Senior Solutions Engineer, insightsoftware Kevin is a CPA and Senior Solutions Engineer at insightsoftware with over 25 years experience in corporate finance. Kevin works closely with organizations that use SAP®, ORACLE®, J.D. EDWARDS® and many other ERP platforms to provide reporting solution demonstrations for accounting and business users. He has a background in accounting and finance, and prior to working for insightsoftware he was a Spreadsheet Server user for 6 years.

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Excel
How to Optimize B2B Payments for Your Business (CPE)Thursday, June 8 1 PM CST

ACH. Credit cards. Virtual cards. Real-time payments. And more. The number of B2B payment choices has grown over the years, with each having its own benefits and tradeoffs. How do you go about choosing the best payment strategy for your business?

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