Cerebiz Accounting Practice

 

Budget & Jobs

Integrated with standard MYOB AccountRight ARL or Xero Accounts 

with Cerebiz Budget and Cerebiz Jobs

Benefits

  • Automated import and inbuilt 'What if…' scenarios eliminate Data keying and Spreadsheets Saves many hours at professional rates.

  • Drill Down into detail for the facts

  • Compare Company Actual to Budget/Forecast to manage proactively

  • Customisable KPIs

Functions

Company Budgets and Forecasts

  • Import Previous Period Budget/Actual from Excel

  • Cerebiz maintains multiple period histories

  • Explore Graphic ‘What if’ Scenarios

  • Save and Share 'What if' Scenarios

  • Schedule 'Preferred Scenario' to apply on a future date

  • Flexible Reports - Budget / Actual/ Variance, Actual + Forecast to end Period, etc

  • Custom KPIs for Financial accounts and non-Financial measures

  • Grouping of Accounts for Financial Reporting

  • Automate Reports and send to selected email addresses

Job Budgets

  • Job Budgets rolls up to Company Budget

  • Job Budget Profit Analysis

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Advanced Analytics

KPIs and instant reporting


Debtors $
Debtor Days
Write-off $
WIP $
Revenue $

 

Spend time on your business while

Cerebiz does the work for you

Instant click into the KPI at various levels

Business > Department >

Product/Service >

Salesperson/Channel
 

Work on issues with your team while they are fresh and relevant.
 

View your data in desktop/laptop Browser or Mobile Device

Instant Analytics

80/20 Analysis

Contribution Analysis

e.g. Ranking by Gross Profit Contribution will show; 20% of 'Contributors' in the business bring in 80% of Gross Profit. Nurture others to grow their contribution. Let go of non-performers. 


Revenue Growth Strategy

20% of Customers bring in 80% of Gross Profit. 

 

Rank into GP Contribution segments

Segments marketing messages with product or services

Segment A

Top 20% of Customers

Segment B 

Next 50% of Customers

Segment C

Bottom 30% of Customers
 

Proactive Performance Insights
 

Automated Board Report Pack

'at the press of a button'

What do the experts say?

Terry Rodoni

Business Solutions Director 

'The Cerebiz budget and forecasting module is a vital planning tool for both Practices and their Clients.

 

Budget setting is a fundamental tool for the consistent performance analysis of a multiple entity accounting Practice and multiple entity SME client. And of course, if you have Clients with multiple entities, they're generally your larger clients and the ones that you want to create better services for.

 

From an accountant's perspective, the beauty of the Cerebiz budget module is that you can drill down into financial statements right down to the transaction level and analyze the financial results by individual entities, accounts and jobs.

 

That supports the ability to provide more incisive insights and advice to clients which represent better value to them and builds a mutually beneficial relationship'.

Cerebiz Accounting Practice

 

 

A complete set of tools you can take anywhere

We'd love to discuss your practice needs and show you how Cerebiz can improve, simplify and automate your accountancy tasks and processes to simple clicks of a button. 

'On-demand data. Work on your business anywhere'

Talk to us

Sydney

02 8212 4209

Melbourne

03 9017 4835

Adelaide

08 7221 2822

Cerebiz Pty Ltd

Level 30 Westpac House

91 King William St

Adelaide SA 5000

Australia

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