How to Make Automation of Financial Reporting a Reality

Industry expert Reuben Coppa and high-growth SMB leader Rebecca Archer share insights and experiences on transforming data management and financial planning & analysis (FP&A) reporting. Learn how to implement affordable, world-class FP&A reporting using Acterys tech stack, and see firsthand how any finance team can achieve this, regardless of their tech skills and experience. Be inspired by Rebecca’s journey and discover how to elevate the speed and value of your finance function to drive business success.

Highlights include:

Power BI is a powerful data visualization and reporting tool that can be integrated with various data sources like accounting software, spreadsheets, and databases
Acterys provides a rules engine that can help with complex data transformations, consolidations, and write-back functionality in Power BI
Rebecca shares how her company is able to reduce the time to generate monthly financial reports of 35 pages down to just 10 minutes
Rebecca also demonstrates how she uses Power BI to create customized financial dashboards and forecasting models for her business
The implementation took around 12-15 months, but Rebecca was able to see benefits quickly by starting with basic reporting and then building out more advanced functionality over time
Power BI can be a cost-effective solution for businesses of all sizes, with the ability to scale and grow with the organization

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