Analytics and Financial Reporting - Business Intelligence Software

All too often, business data is hard to get and use. Your abilities to make knowledgeable business decisions suffer. Synergy's Analytics and Financial Reporting software solutions utilize the data in your accounting/ERP system—generally Microsoft Dynamics SL—along with some of the most advanced analytical tools. The result is accurate business intelligence and insight about your customers, projects, markets, finances, inventory, orders, and more.

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• Videos for this Series

Solution Components

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FRx Reporting

Problem: How can you get highly customizable financial reports that deliver precise management information?



Solution: FRx Reporting modules help you master your financial reporting process, give you powerful forecasting and budgeting tools, and allow you to respond quickly to changing business needs.

Benefits

• Creates presentation-quality custom reports that are easily designed and maintained.

• Helps streamline administrative work and enables employees to make informed, strategic decisions.

• Empowers you to take control of your budgeting process and plan with precision.

• Automates the production of reports you run and distribute on a regular basis.

FRx Professional

A powerful and easy-to-use financial reporting application that interfaces with the accounting system to provide comprehensive, meaningful, and highly adaptable financial and management reports that are easy to create, distribute, and use.



• Produce presentation-quality reports
• Multiple reporting trees allow easy organizational changes 
• Easy Drill Down to General Ledger transaction detail, or even to originating document 
• Option to report on unposted transactions 
• Dynamic linking to Excel and Lotus spreadsheets 
• Publish reports to the Web 
• Email distribution by Reporting Tree Unit

• FRx Forecaster Professional

  Web-based budgeting and planning application that allows viewing of reports and budget plans online from anywhere in the world and easily collaborate with your management team in a web-based environment. FRx Forecaster is easy-to-use, collaborative, precise, and dynamic.
  

• FRx Report Server

  Allows you to free up your workstation from processing report after report by allowing you generate reports on a different workstation while you move on to other tasks. It includes a Report Scheduler that allows you to schedule reports on an hourly, daily, weekly, or annual basis. Users can design reports during the day, schedule them to process throughout the night, and review them in them in the morning.
  
  
  

The Analyst


Problem: How can you drill down to a deeper level of analysis?

Solution: The Analyst addresses diverse financial reporting needs of all levels of business through a familiar and easy-to-use Microsoft® Excel interface. The Analyst Suite harnesses the power of Excel for reporting, analysis, and budgeting and facilitates the distribution of financial information throughout your organization.

• Analyst Reporting – automates the production and delivery of the monthly management reporting pack within hours of the ledger closing.
• Analyst Budgeting – manages the budgeting process—build, initiate, distribute, collect, report, iterate, accept—to help finance departments produce a practical and operational budget quickly and cost effectively.
• Business Alerts – monitor changing business conditions to automatically alert and respond to keep customers and personnel "in the know".

Benefits

• Eliminates cost of retraining or outsourcing through using tools already familiar to your employees.
• Reduces costs by extending the value of your existing systems.
• Increases productivity by making information quickly accessible across your organization.
• Improves customer satisfaction by empowering employees to respond rapidly to needs of customers and partners.
 Analyst Factsheet
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Business Information Optimization (BIO)

Problem: How do you integrate disconnected information so it's easier to make good decisions?

Solution: BIO provides a unified version of information across your company. It brings operational and financial data (projects, sales, inventory, customers, accruals, revenues, budgets, and more) together into one interactive information tool. It provides personalized, roles-based score cards for everyone in your organization based on a common set of data.

Benefits

• Keeps your team focused on the health and success of your business every day.
• Decreases the cost of product and service delivery.
• Increases the lifetime value of customers.
• Drives smart strategic planning to expand your business.

 BIO Brochure




BIO Foundation


The cornerstone of the BIO for Microsoft Dynamics SL solution and the minimum module required, BIO foundation helps you analyze the data in your financial series of modules, including general ledger, accounts payable and accounts receivable, cash, and payroll information, helping you keep up to date on your financial standings.




BIO Extender


Use BIO extender to create near real-time analysis. You determine the rate at which data is refreshed based on therequirements of your individual business activities. Clone cubes and modify their properties to create the analysis you want. BIO extender helps the non-technical person perform these functions without having to learn advanced technologies.

 


BIO Advanced


BIO advanced builds on top of BIO foundation by providing far-reaching operational analysis of your business. Gain a much deeper insight into project operations and inventory sales. Extend this information throughout your company – from front line managers to executives – to empower your employees to help build a better company.

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Videos for this Series

Microsoft Dynamics SL videos require Flash.

BIO Demo for Performance Analysis
BIO Demo for Project Management
Reporting and Analytics