Name: Essatto
Rating: 8 (1 reviews)
Author: Ioppolo & Associates

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Product Lifecycle Management (PLM)

Text Editors

Development

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Meeting Management

PDF Editors

Payment Facilitation

Supply Chain Management

Visitor Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Hedge Fund

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Archiving

Cloud Storage

Composable Infrastructure

Custom Software Development Services

Data Masking

Database Performance Monitoring

Email Encryption

Endpoint Security

Firewall

Fraud Detection

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

NoSQL Databases

Software Composition Analysis (SCA)

Storage Management

Value-Added Resellers (VARs)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Marketing Automation

Native Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Cloud Infrastructure Entitlement Management

File Integrity Monitoring

Security

3D Modeling

Membership Management

Real Estate

Simulation

Vertical-Specific

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Budgeting and Forecasting

A short Demonstration of the Essatto Excel AddIn and how it can be used for Budgeting and Forecasting. 

Retain existing spreadsheets, leverage Excel functionality such as Pivot Tables and submit key data (such as budgets) back to Essatto for others to review results immediately via dashboards and reports.

Essatto Excel key features:

- Essatto Excel Add-In is an easy to use add-in to Microsoft Excel that allows direct querying and write-back to the Essatto data warehouse.
- Manage Essatto Excel worksheet distribution and data access centrally and securely.
- Create Pivot tables in Excel to visualise and analyse your data.
- Create and store your confidential spreadsheet algorithms and pricing information within the Essatto database that can be shared or hidden from users via specific worksheets within the workbook as required.  

https://www.essatto.com/essatto-excel-add-in

#businessintelligence #exceladdin #forecasting #budgeting #excel #dashboards #reports #pivottables #dataintegration #dataanlytics #powerbi #phocas #domo

Essatto Business Intelligence Software Excel AddIn Demo

Essatto for Odoo - Demo Overview

Essatto for Odoo - Multiple CoA Demo

Essatto for Odoo - "What-If" Forecast Demo

Essatto for Odoo - Sales Manager Forecast Demo

<p>Our I&amp;A Admin Assist – “Robots for Hire” Service is an end to end managed service solution that fully automates many of the repetitive functions found in Accounting firms
including all ATO Communications and ASIC
processing.As an example, we can process approximately 10 Client Notice
of Assessments in one hour including downloads from the
ATO portal, updating the Accountant’s Practice Management System  all the
way through to sending the client a covering email with the redacted copy of
the NOA attached. Our solution  completely eliminates human error and fits your processes and existing services rather
than you having to adapt to our process.</p>

<p>I&amp;A Admin Assist is;</p>

<ul>
 <li>Billed by the hour - you only pay for what you use. </li>
 <li>Secure - it works entirely from within your own office network. </li>
 <li>Built to work with all of the popular practice management systems
     including MYOB, Xero, and HandiSoft.  </li>
 <li>Fully managed, maintained and supported by I&amp;A – no
     programming, no maintenance, no setup, no software costs.</li>
</ul>

Ioppolo & Associates

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Budgeting Tools

Allot financial resources to guide your organization's spending

Automated Budgeting

Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

Financial Planning Collaboration

Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

Budget Customization

Customizable templates and forms for performance visualization

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Import & Export Tools

Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

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Budgeting and Forecasting Software