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PANalytics

Powerful cloudware for accountants
Tools
Resources for how to deliver value added services
Seeing all your client performance on 1 dashboard
Ability to conduct simple yet powerful business performance reviews

PANalytics information

PANalytics is a cloud based analysis, planning & monitoring process that enables accountants to do 3 significant things in a simple and effective way:1. Add value to a ‘compliance' conversation by showing a 3 year historical analysis of your client's business. This is a client service use and it will enable you to find opportunities as you discuss the past. 2. Help clients plan the year ahead. Thi...
PANalytics is a cloud based analysis, planning & monitoring process that enables accountants to do 3 significant things in a simple and effective way:1. Add value to a ‘compliance' conversation by showing a 3 year historical analysis of your client's business. This is a client service use and it will enable you to find opportunities as you discuss the past. 2. Help clients plan the year ahead. This will enable you to make ‘value added' based sales.3. Deliver the new services of planning, monitoring and measuring through ‘real time' digital dashboard reporting. Imagine waking up in the morning and turning on your computer (or your iPad, for that matter.)Overnight, you have received feeds from all of your clients' Cloud accounting systems and updated a dashboard summary of your clients' financial position in real time. Right there on the screen you can see that four of your clients appear to have a problem – one of the KPIs that you have agreed with them has drifted into the red zone. You instantly send an email to each client concerned flagging the issue and advising them that your PA will be organising a meeting to discuss what is happening and what corrective action needs to be taken.With PANalytics, imagine no more. PANalytics gives you instant access to a snapshot of your client's key performance indicators and alerts you if something has moved into a pre-defined danger zone. All you need to do is REACT to what is happening on your screen. It is the perfect solution for the busy accountant.There is no limit to the number of clients you can monitor and this will become your most effective marketing tool. It is an opportunity to make compliance work come alive by showing the client their numbers in graphical format of how they have performed. PANalytics helps you to create the conversations you need to be having with clients around their numbers.

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