Qvinci Software has debuted a new product to help business owners focus on oft-missed details in financial reporting. The new Advisory Portal highlights and summarizes key data from financial reports to make it more accessible to clients.
Qvinci provides financial reporting solutions, and the Advisory Portal is designed to pull data from those reports, as well as the general ledger, to show where financial performance is excelling and areas that require corrective action.
Accountants who use Qvinci for their clients can employ the portal to present financial performance data to clients in a color-coded numerical format (green indicates favorable data points, and red means unfavorable). The portal also presents clients’ summary movement data over time, and illustrates favorable and unfavorable trending data across various time periods. Users can access the general ledger and journal entries directory from within the portal to get deeper insight into the highlighted data.
The Advisory Portal also provides access to an enhanced Financial Portal to show clients detailed snapshot data. Both portal layouts are customizable and include a help button if users need help from customer support.
Qvinci will host an official launch for the product during a live webinar on Dec 16. For an invite,
