Management Reporting

Effective management reporting can dictate the success or failure of any organisation. Without accurate and timely management reports, organisations run the risk of losing track of key performance indicators, allowing critical errors to be made and profit-making opportunities overlooked.

In addition to the standard reports built into the system, Exchequer uses OLE (Object Linking and Embedding) technology to create up-to-the-minute reports, which have the flexibility to be used for budgeting, forecasting, cash-flow analysis, consolidations and financial modelling.

OLE technology is primarily used to link Microsoft Excel dynamically to the rich financial management data held within Exchequer. 

This is possible only because of the unique way financial data is stored within the system. There is no importing, no macros and no waiting! All you do is open up your spreadsheet, enter your password and the real-time data will instantly appear.

By utilising this technology, vital decision support data, such as general ledger actuals and budgets, stock sales and margins, customer buying trends and much more, can be instantly retrieved onto any Excel spreadsheet. 

The power of this technology cannot be emphasised enough. Its impact on analysis and presentation within your organisation, without clumsy importing and exporting, extends the reach of your accounting system beyond the most ambitious expectations. 

The scope of its use is truly staggering, as many thousands of Exchequer users have discovered to their advantage.    

It is a fact that 80% of SME’s are having to spend hours or more producing meaningful management reports - a process which should be taking minutes, and 67% of SME’s would prefer the ability to be able to produce these reports within Microsoft Excel, in order to improve ease of use and simplify data analysis. These are ALL features which are readily available within Exchequer.