A seamless data integration with Intuit QuickBooks means you can forecast & improve cashflow with scenarios that become so obvious from viewing one simple dashboard in PANALITIX.
Facilitate innovation with the applications logic that helps you keep an eye on your clients financial performance and recommend business advisory solutions to them.
Every cloud should have a PANALITIX lining.
PANALITIX helps you to be a real time accountant and have conversations with clients about the future rather than the past based on their numbers. Some of the greatest features of PANALITIX are how you benefit, for example, you can use the: Firm & Client Dashboard, Planning & Growth Equation, Trends Analysis, Quick Targets, 3-way Rolling Cashflow, Future Plans, Client Alerts & White-labelling.
One dashboard. Countless opportunities.
With a beautifully simple and neatly presented colour-coded alert system, you can see a real-time snapshot of how all your clients are tracking, monitor their performance and take appropriate action, all from the one screen. The Firm Dashboard highlights your clients targets vs actuals, irrespective of which cloud solution they’re using. The Client Dashboard also let you view active alerts, review financials and reference advice as to what to look for to rectify any KPIs tracking below target.
Make static data jump off the page, with the click of a button.
Scared of talking to your clients? Let the Growth Equation guide empowering conversation about what can be achieved in their business for you! With just the click of a button it highlights realistic changes that can have dramatic results. Supported by an extensive library of video training, templates and checklists, including a scripted client meeting.
PANALITIX is designed to help you:
- Improve client service
- Keep an eye on clients with real-time monitoring
- Spot opportunities for new services
- Train your team in business advisory
- Move clients to the cloud
- Get more business advisory work with top clients
- Retain and lock clients in
- Converse about the future rather than the past
- Develop the firm in workflow, people, cashflow, marketing, sales & business advisory services
- View and monitor performance of every client on 1 simple page!
- Market, sell and delivery business advisory services with ease.
A little bit about Intuit QuickBooks Online
QuickBooks Online helps you keep track of the money coming in and out of your business, all in one easy-to-use place. So you always know where you stand and can plan where your business is heading.
- 1-click to create quotes, invoices and submit expenses
- Connect your bank accounts and credit cards to get a full view of your business transactions
- View your business income, expenses and profit & loss at a glance
- Never lose track of your recent business transactions