Financials Empowered

Distill and communicate sophisticated financial information to preserve financial transparency and enable collaborative management.

Fiscal Intelligence

Fiscal Intelligence platform services begin where accounting software services end by supporting a range of finance department responsibilities.

All Your Company Relationships in One Place

FISCAL can be the "hub" to access important information for all your company relationships whether you are a board member or the CFO

Home page access to all companies
Profile and permissions customized to your role
No more long waits to get much needed updates

Collaborative Management

Engage your CEO, C-Suite, senior management and even your Board of Directors, institutional investors, lenders, auditors and tax professionals by providing an unvarnished view into your company's financial progress.

Documented commentary to provide answers quickly
Feedback and Q&A to address any concerns, feedback or ideas
Initiative tracking to keep everyone up to date

A Clarifying Closing Process

Transitioning the month-end close to Fiscal ensures that your records are receiving consistent attention. But more than that, it’s the starting point for collaborative management towards targeted results, a business intelligence platform layered with management commentary, financial initiative tracking, and in-depth financial reporting and analysis that will bring you closer to your business goals.

General Ledger Account Feedback and Insights

Collaborative annotations provide a storyline for every department, revenue or expense category. Management commentary and feedback can be overlaid on numbers to track questions and resolutions.

Automated and Intelligent Reporting

Fiscal Intelligence includes:

Corporate finance ratio analysis
Tracking towards annual goals
Financial initiatives (project) tracking
Automatic comparative period reports
Automated financial statements including Income Statement, Balance Sheet, Cash Flow Statement, General Ledger, Trial Balance with click in granular detail to the transaction level.
Budget to Actual analysis
Corporate Document Management
Every graph, table and number is customer verifiable down to the GL account and transaction record uploaded, reviewed and organized by the customer

Audience Specific Reporting

Customized mappings allow financials to be grouped and displayed according to that specific audience. Whether you are an auditor looking for specific groupings of revenue and expenses or a senior manager looking at operating expenses in greater detail, customers may create unlimited “custom mappings” to their GL accounts to provide the information each targeted audience requires.

Fiscal Board

Fiscal Board is coming soon

Fiscal Board features include:

Board presentations geared towards quarterly or annual meetings

Custom dashboards

Track approvals/resolutions

Track Board specific goals/initiatives (i.e. “next steps” from each board meeting)

Exchange Board specific feedback

Ownership structure tracking

Board related supporting document management

Board Meeting Notes management

Fiscal Planning

Fiscal Planning is coming soon

Fiscal Planning features include:

Wizard based build-up of projections based on 1-5 year projection period

Extensive customization of “build-up”

Projections Q&A/Feedback management

Approval tracking

Business intelligence dashboards displaying projection results layered on actual results

Sources and Uses breakdown

Pro forma corporate finance ratio analysis

Management commentary on each section of results

SWOT (strengths, weaknesses, opportunities, and threats) analysis

Projected financial statements including income statement, balance sheet and cash flow statement

Accounting Software Agnostic

Fiscal works with your accounting system- yes that one that you’re using right now.

No Additional Staffing Needed

Fiscal won’t require you to hire additional staff, or spend weeks training users.

Infinitely Configurable

Custom mappings let you see your financials the same way you see your company.

Tailored to the Individual

Stakeholders in your organization will see information relevant to their role, and be empowered to organize communication around goals and initiatives.

Fiscal is for Financial Stakeholders

Management:

Controllers who want insight into cash flow trends
CFOs looking to make projections for the future
CEOs who need to collaborate with senior management

Fiduciaries:

Board members looking for greater transparency
Institutional investors seeking easy access to important financial information for companies within their portfolio.