Reluctant to move from familiar spreadsheets?
Currently, 90% of financial advisors use spreadsheets to gather, analyze and report on data to help their clients make important decisions about their businesses.
This leads to;
- Time-consuming repetitive tasks (typically spending 4-6 hours per client, per month on this work)
- Inefficient processes that are very costly and limit scalability
- High risk of undetected human error
- Missed opportunities for the client as a result of delays in performance visibility
Why Choose SOBI?
SOBI is the first ERP Solution for the mid-market
Integrates seamlessly with Excel, QuickBooks and Xero
Gathers cross-business transactional data
Delivers trend analysis and real-time insights across each department
Reports on cross-business trend analysis (financial and non-financial), delivering insights into co-relationships between business activities & their impact on results
Delivers powerful industry benchmarking (sector/segment)
Delivers valuable insights for strategic decision-making
The Benefits of Using SOBI
Improved efficiencies
Automation of data collection & analysis = 80% reduction in business processing time in comparison with manual spreadsheet usage.
Reduced human error & data corruption risk
Automated analysis and reporting reduces potential of human error by 75%. It also reduces the risk of undetected errors impacting decision-making.
Real-time results
Real-time insights into performance results from right across the business increases the chances of business success, simply by deepening the understanding of how each impacts the bottom line.
Improved competitiveness
The ability to monitor and benchmark a business's performance against the best competitors in its market, undoubtedly gives a competitive edge.
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