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 : Because each business is unique, with unique needs!
- Integrates seamlessly with Excel, QuickBooks and Xero to gather transactional data, which is then analyzed and trended, with outliers easily identified.
- Gathers sales & marketing and headcount data from CRM and Payroll solutions, to enable deeper insights into the influencing activities to overall performance results.
- Allows customization of KPIs to power customer-centric metrics, targets and insights
- Uses AI to drive automated predictive planning and analysis (PnL, Cashflow & Balance sheet) for up to 3 years ahead
- Allows easy, but powerful, scenario building
- Delivers powerful industry benchmarking data to drive competitive advantage
- Delivers valuable, easy to understand, 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.
