ANALYTICS WEBINAR

HOW TO USE CLOUD ACCOUNTING TO CREATE REAL-TIME REPORTS AND DASHBOARDS

About The Webinar

Visibility into your key accounting metrics and data is critical to running your business. Waiting on multiple financial reports is a headache; a real-time accounting dashboard aggregates all your accounting and finance metrics from Accounting Software in one consolidated dashboard .

In this demo we will be presenting an accounting dashboard where we get a real-time view of invoices, cashflow, accounts receivable and accounts payable, profit and loss, and much more all consolidated from various business units.

What You’ll Learn

  • How to post invoices and expenses efficiently using machine learning & OCR (Optical character recognition)
  • How to automate your bank reconciliation process to reduce the time this process takes by over 50%
  • Tips on how to improve collections
  • Automation of monthly invoices
  • How Power BI integrated with Xero
  • How to create Dashboard templates
  • How to connect multiples data sources into PowerBI
  • Q&A with experts

About The Speakers

Rayhan Aleem
Founder and Managing Partner, Alpha Pro Partners
Rayhan has previously managed finance departments of several large financial services firms in the City of London and is passionate about accounting and reporting automation for small and medium sized businesses.
Bharat Makhijani
Principal Consultant for Data & Analytics, Citrus consulting Services
Bharat is a Visual Analytics Professional with around 8 years of rich experience in Data and Analytics technologies. He has hands-on expertise in designing dashboards, defining business objectives and extracting business insights from a plethora of data across business verticals for multiple Fortune 500 clients across APAC, North America and EMEA region.

Access The Webinar