For Practices using MYOB AE/AO
Practice Management
And for their Clients also!
For Practices using MYOB AE/AO
Practice Management
And for their Clients also!
Practices tell us they want to eliminate non-productive Time and Cost
Cerebiz Integration/Automation augments MYOB and takes Practice Management into the Internet/Mobile age...
Eliminate non-productive Time through:
- Automated Bank Feeds
- Automated two-way transactions between AE/AO and ARL
- Automated Invoice Sending
- Eliminate Data Keying between systems
- Eliminate Spreadsheets
- Automated Consolidations
- Automated KPIs/Alerts
- Automated Dashboards and Drill Down
- Automated Analysis, e.g. 80/20 (Pareto Rule)
- Automated Time Critical Reports
- Automated Practice Performance Info
at push of a button
- Automated Board Report Pack
- Automated Analysis/Reporting for Business Advisory
More info:
Automation to eliminate Manual Operations
The Practitioner's View:
Eliminate these time consuming manual operations!
- Automated Bank Feeds
'We need our Practice Performance Stats and Board Pack at the Press of a Button!'
Cerebiz Integration/Automation augments MYOB and takes Practice Management into the Internet/Mobile age...
Advanced Analytics for timely performance visibility:
- Key Performance Data as at COB previous Day:
Debtors
Debtor Days
Write-offs
WIP
Net Revenue
Lockup
or any combination of these with Drill Down
- Instant Drill Down:
e.g. Practice > Office > Activity > Person
More Info….
- Instant Drill Down:
e.g. Practice > Office > Activity > Person
- Instant 80/20 Analysis of Contribution, and for Strategies
e.g. Ranking by Gross Profit Contribution will show; 20% of 'Producers' in Practice bring in 80% of Gross Profit. Nurture others to grow their contribution. Let go of non-performers.
e.g. Client Revenue Growth Strategy; 20% of Clients bring in 80% of Net Revenue. Rank Clients into Net Revenue segments for marketing messages and product/services mix
Segment A - Top 20% of Clients - 80% of Net Revenue
Segment B - Next 50% of Clients - Nurture to Upgrade
Segment C - Bottom 30% of Clients - Sell list?
- Proactive Performance Insights
- Timely Team Member Coaching
- Automated Board Report Pack
- View your data in desktop/laptop Browser or Mobile Device
Example CEO Dashboard: Billed WIP, WO and Budget
Partner Analysis
Example 80/20 Ranking - move the slider for Top 20% or Bottom 80% or any selection between 0% to 100%
Revenue Analysis - Contributors by specific Client (dark green)
Example of Same Revenue Analysis on Mobile Device -
Work as a Team from anywhere, anytime!
- Key Performance Data as at COB previous Day:
Want to shift to High-Value Advisory Services?
Cerebiz Integration/Automation augments MYOB and takes Practice Management and Advisory Services into the Internet/Mobile age...
Provides Unique Path to High-Value Advisory:
- Practices can use the Cerebiz Modules to work on the business side of their Accounting/Advisory Practices, and as part of their Business Advisory Services use the same Cerebiz Modules with their Client’s ARL system to work on improving the Client’s business.
- Practices can manage the Client's ARL/Cerebiz system on behalf of the Client or connect to the Client's ARL/Cerebiz system in an Advisory Role.
- Key Elements of the MYOB ARL/Cerebiz offering:
- Partner/Manager Client KPIs Dashboard/
Alerts (from connected Client's ARL data)
- Client CEO Dashboard Charts/Drill Down
- Business Performance Stats/Board Pack at
the press of a button
- Speed up Cash Collection as already proven
in your Practice
- Advanced Analytics, e.g. Instant 80/20
Analysis of Gross Profit Contribution by
Customer, Product/Service, Sales Person/
Partner. Facts for GP improvement advice!
- Automated Processes / Tools to support Advisory: Data Warehouse > Advanced Analytics > Quick Reporter
More info:
The Practitioner's View:
Advanced Analytics:
Instant Analysis - Summary Charts and Drill Down
- Practices can use the Cerebiz Modules to work on the business side of their Accounting/Advisory Practices, and as part of their Business Advisory Services use the same Cerebiz Modules with their Client’s ARL system to work on improving the Client’s business.
- 'What our Clients Say'
Problem and Solution!
Cerebiz has also allowed us to integrate our MYOB AccountRight and Accountants Enterprise products through the synchronisation of invoices and payments between the two systems.
Integrating Cerebiz at MGI Joyce|Dickson has resulted in improved processes resulting in increased efficiency within the admin team and has substantially reduced the amount of time we spend chasing debtors and receipting client payments.
Clair Oliver,
Office Manager, MGI Joyce|Dickson‘Cerebiz Integrator’, with its ‘Cash’ and ‘Reminder’ modules, has helped us save 2 to 3 days of work per month.
Bank Feeds into AccountRight (ARL), and automated import of our Invoices into ARL via Cerebiz Integrator, means the reconciliation of debtor accounts is now a breeze.
Client payments are coming through quicker than before.'
Tim Kemp,
Partner, MJA Accounting'Cerebiz Dashboard / Reporter & Budgeting Modules help us in streamlining our Monthly, Quarterly, and Yearly Budgeting & Reporting process for our clients.
Cerebiz Modules works with all MYOB Ledgers i.e. AR Cloud and Desktop, Essentials, MAS, and Accounts GL.
Now we can offer up-to-date and fact based Business Advisory Services to our clients in an efficient and timely manner.
We have known the Cerebiz Team for a while, and their knowhow in this field and support services are exceptional.'
Christian Van Niekerk,
Senior Manager, Grant Thornton'I recommend Cerebiz to anyone who needs information at a bargain price.
It produces the best value information that I have ever come across.
The Team at Cerebiz get involved and nothing is too much trouble for them to help achieve the desired result.I regarded them as part of my extended team and cannot recommend them too highly.
We finished the project ahead of time and on budget’.
Ian Lacey, International CFO and consultant to The Quest Exploration Drilling Group of Companies (QED), Philippines.
- Cerebiz Modular ApproachMost Practices start with the Debtor Management / Cash Collection Modules and then the Budget / Forecast Module, followed by other Modules to improve the business side of the Practice and / or to support Advisory Services to Clients.
Cerebiz Modules Chart
Module Functions and Benefits for your Practice and your Clients
Reminder / Cash Collection
Integration: MYOB AE/AO and ARL Modules, and Cerebiz
Functions:
- Fast Invoice Sending
- Automated Reminders
- ‘Promises to Pay’
- Pay Now, Payment Gateway, Invoice Funding, Bank Feeds,
- Debtors Critical List
Benefits:
- Reduced Debtor Days returns substantial Extra Cashto a Practice or Client Business
- Automated processes save many Hours/Days – Reduce Costs
- Fast and Substantial Payback
Dashboards / Quick Reporter
Integration: MYOB ARL Modules and Cerebiz
Functions:
- Dashboards / KPI Alerts / Advanced Analytics
- Drill down to transactions
- Selection of ‘Quick Report’ Template, Table / Chart, and standard wording
- Customise wording / add other info.
- View or Print for Advisory Session
Benefits:
- Quickly spot Alert condition
- Drill Down into detail for the facts
- ‘Quick Report’ in minutes, not hours
- Facts + Your Insights =Value to Internal or External Client
- Build Client Value, Trust, Relationship
Practice Performance Analytics
Integration: MYOB AE/AO and ARL Modules, and Cerebiz Advanced Analytics
Functions:
- Automated Data Extract from AE/AO Practice File, ARL Company File, plus other sources
- Drill down to transactions
- Extensive Advanced Analytics - Desktop/Mobile
- Reports Board Pack Option
- Info is Up to Date and at Press of a Button
Benefits:
- Automated Data Extraction, Analysis, Collation, Formatting, and Production eliminates Data Keying, Spreadsheets….
Saves many expensive hours! - Drill Down into detail for the facts/root cause
- Enables proactive Practice/Team Performance Management
AE/AO Trial not available
Cerebiz ANALYZER ‘Business Intelligence’ (BI)
Integration: MYOB ARL Modules and Cerebiz
Functions:
- Integrated Analysis – Data Cubes for Sales, Finance, more...
- Drag + Drop Data by Label into Columns or Rows
- Click to Select Period(s), Sort Order, Sub and Totals
- View or Print or Export
- Save for repeat use
Benefits:
- Customised Automated Data Extraction, Analysis, Collation, Formatting, and Production eliminates Data Keying, Spreadsheets... Saves many expensive hours.
- Instant 80/20 Analysis for Gross Profit Contribution and similar
- Drill Down into detail for the facts
- Enables proactive Practice, Business, and Team Performance Management
- Supports range of Advisory Services
AE/AO Practice File Consolidation
Integration: MYOB AE/AO and Cerebiz
Functions:
- Consolidate AE/AO Practice Files
- Click to Select AutomatedReport(s)
- Viewor Print orExport
- Save for repeat use
Benefits:
- Saves many expensive hours
- Drill Down into detail for the facts
- Enables proactivePractice, Business, and Team Performance Management
AE/AO Trial not available
Financial Budget / Job Budget
Integration: MYOB ARL Modules and Cerebiz
Functions:
- Import Previous Period Budget/Actual
- Explore Graphic ‘What if’Scenarios
- Save What if Scenario(s), Apply Preferred
- Budgets and Forecasts
- Flexible Reports (Budget/Actual/Variance, Actual+Forecast to end Period, etc)
- Job Budgets roll up to Company Budget
Benefits:
- Automated import and inbuilt 'What if…' eliminates Data keying and Spreadsheets Saves many expensive hours.
- Drill Down into detail for the facts
- Compare Actual to Budget/Forecast to manage proactively
- Track Job profitability
Marketing Campaigns
Integration: MYOB AE/AO and Cerebiz
Functions:
- Automated Import from AE/AO and ARL client files into Campaign Module files
- Custom Field Mapping – Align custom fields from AE/AO and ARL to Campaign Template fields
- Customise Campaign Template wording, and add other content
- View or Print or Email/SMS
- Save for repeat use
Benefits:
- Easily and Quickly publish and distribute Marketing Materials, Newsletters, etc. Saves many hours.
- Stats. to highlight need to improve rates of Receipt, Open, and ‘Click on’ links (to other content)
- Tell your story and grow Fees and Your Practice
AE/AO Trial not available
ARL Company File Consolidation
Integration: ARL Modules and Cerebiz
Functions:
- Account Mapping – Align custom accounts to Template Chart of Accounts
- Consolidate ARL Company Files
- Click to Select Automated Report(s)
- View or Print or Export
- Save for repeat use
Benefits:
- Customised (Account Mapping) Automated Data Extraction, Collation, Formatting, and Production eliminates Data Keying, Spreadsheets... Saves many expensive hours.
- Compare results across companies
- Drill Down into detail for the facts
- Enables proactive Practice, Business, and Team Performance Management
We appreciate your interest in Cerebiz
and welcome your requests..
Request Free eBook
View an On demand Webinar
Watch a Webinar anywhere, anytime to suit you…. maybe right now!
Book an Online Discussion/Demo
Request a Trial (ARL Modules Only)
Before a Trial and in the interests of best use of your time, we suggest you first explore the other Request options, i.e.
- Read the eBook to understand our research of the issues faced by Practices, our solution approach and its fit for you.
- An Online Discussion/Demo to clarify any questions may avoid the need for a Trial or make it more productive for you.
- The Go to Modules and 'Trial Now' button below will take you to the key functions and benefits of each Module.
- The Trial Now (ARL only) button on the Modules Page is for automated setup of a 14 Day Trial with your live ARL system.
- Note: Reminders / Cash Modules for ARL are functionally the same as those used for AE/AO. It's not feasible to set up an automated Trial for your live MYOB AE/AO Practice File.
Contact Cerebiz
We'll respond soon!
Sydney: 02 8212 4209
Melbourne: 03 9017 4834
Adelaide: 08 7221 2822
