” CFO Insight eliminates the need to build complicated spreadsheets and dependence on in-house experts to manage your budgeting process. Spreadsheets are an excellent tool, however what happens when the “expert” who has created the budget, with all the macros and functions decides to pursue other opportunities?”
Simple & Easy
No software to install or upgrade ever. That is why CFO Insight is so easy to use. No longer do you have to worry about hardware compatibility, operating systems conflicts, downloads or installation issues. Simply connect to the internet anytime, anywhere and go.
Safe & Secure
Your data is protected, 128-bit-SSL data encryption, firewall protected servers with automatic daily backups. Save yourself the headache of security management, server monitoring or loss of data due to system crashes, we do it for you.
Free Online resources available 24X 7, including product quick tips, tutorials and “how to” videos. Our Getting Started Guide will walk you through the entire process of setting up your company with in depth videos and product documentation. Of course if you would like us to setup your company we would be more than happy to so.
Import/ Export Functionality
CFO Insight has been built with an eye for simplicity and a user friendly interface. Almost all the screens have the capability of directly importing or exporting data into excel so that you can better manage the budgeting process.
Instead of forcing users with varying data manipulation skills to integrate personal spreadsheets or complicated interfaces to various financial, operational, legacy and transactional systems, CFO Insight eliminates issues surrounding, data accuracy or process inconsistency by standardizing the data entry process. Now we can be certain that the budgets and forecasts are consistent in input as well as output.
Multiple User Access
Collaborate with stakeholders, share your financial budgets and plans with you management, staff, public accountant or investors if you choose. Custom access for each user can be configured based upon their level of access granted and the functional business area they belong to.
Reporting & Dashboards
CFO Insight provide instant access to the real-time data and analysis you need to run your business. Only CFO Insight gives you step-by-step wizards you can use to pull critical metrics from many departments into a consolidated view. Easy-to-use data visualization tools enable you to identify trends using charts, tables, and other graphics.
CFO Insight provides a single point of contact to electronically capture, budget, forecast, plan and share business information so that users can proactively analyze and manage the performance of their operations via ad hoc queries, dashboard and reports This renders CFO Insight as a powerful aid that transforms data into business intelligence.