Advanced Financial Analyst

Advanced Financial Analyst provides a comprehensive financial reporting environment that's easy to learn and use. The right financial information is delivered to the right desktop for report writing and viewing and for immediate, multidimensional analysis.

You'll benefit from automated financial reports in Microsoft Excel. Advanced Financial Analyst uses 100% Microsoft technology, combining the ease-of-use of Excel with the power of Microsoft Access. It automatically transports relevant data back and forth between TRAVERSE General Ledger and your desktop, eliminating manual processes and saving you time.

Advanced Financial Analyst enhances Excel by transforming it into the ideal environment for distributed management reporting. Your information is pulled together from many sources and focused in one place: right to your desktop. You'll also have the flexibility to design, customize and maintain your own report templates, tailored to your specific reporting needs.

Excel features such as graphs, pivot tables, and formatting are integrated with report creation.

Additional Advanced Financial Analyst features:

Enterprise-Wide Distributed Reporting

• Individual databases for specific reporting requirements can be created and distributed
• Reports are created centrally and distributed via e-mail in Excel

Accounting Integrity

• System can be maintained from a central location, typically General Ledger

Accounting Intelligence

• Sign control
• Variance reporting (budget vs. actual)

Flexible Formatting and Layout

• Easy-to-modify reporting relationships
• Reporting structure accommodates a variety of reporting requirements
• Flexible reporting structure gives you the ability to report the same data in different formats

Desktop Distributed Report Delivery

• Data transport
• Workbook refresh
• Unlimited report roll ups
• Customizable
• Wizard-driven

Types of Reports You Can Create:

• Balance Sheet
• Income Statement
• Expense Summary
• Revenue Analysis
• Trial Balance
• GL Journal
• Trend Report
• ... many more!

Drilldown Capabilities

• GL Accounts
• Journal entries
• Summary balances
• Detail balances

Distributed DataMart

• Pull data into central data warehouse
• Publish reports or underlying data to each user