InsightSquared is the missing analytics suite for QuickBooks.

Intuit’s built-in reports are great for accounting but not what a CEO needs. Exporting to Excel is not an ideal solution because it’s cumbersome and adds additional work.
The solution: the reporting suite from InsightSquared shows financials geared for a CEO, integrates with data coming from your sales organization, and is “always on” for your access.

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Visual Revenue Tracking Designed for the CEO.

[one_half] QuickBooks - Revenue Trending
[/one_half] [one_half_last] Graduate from cumbersome, list-oriented reports which obscure the big picture or bury actionable details. Is revenue trending up or down over the last 18 months? Why are 1% of invoices from March still not collected or credited?
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  • Fast and easy exploration via a modern, interactive charting environment
  • Detailed drilling down to the transaction level
  • Collected logic brings together both invoices and collections so you can see how much potential revenue is left in limbo

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Accounts Receivable Trend-style reports you can’t get in QuickBooks.

[one_half] QuickBooks registers will tell you the details of every invoice and collection. But as a CEO you are more interested in the bigger picture: is this a good customer? Are they getting worse at paying us?
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  • Snapshot-style reports possible via advanced logic that reproduces a historical record from your current data
  • Pivot to show collection performance for the entire company or across clients
  • Evaluate which are your best customers by seeing which actually pay you

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[/one_half] [one_half_last] QuickBooks - Revenue Trending
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Sold vs. Actuals Verify Sales against what actually happened.

[one_half] QuickBooks - Sold vs Actuals
[/one_half] [one_half_last] Sales data contains unknowns: a contract ends early, a deal is worth $10K instead of the projected $20K. InsightSquared matches the real value against the CRM deal and shows you both values side-by-side so you can guide your Sales team with better data.
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  • Automatic matching using Deal ID and Invoices
  • At any level including deal-by-deal, client-by-client, employee-by-employee, and for the company overall

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Entity Matching Link QuickBooks customers to their Sales counterpart.

[one_half] How do you tell your reports that “Acme Incorporated” in your QuickBooks data is the same as “The Acme Inc.” in your Sales data? Entity matching is key to cross-data-source reporting. Only InsightSquared has an intuitive, drag & drop interface for matching.
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  • Flexible linking of clients, employees and deals across any of your data sources
  • Consolidate entities within the same data source to fix old names

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[/one_half] [one_half_last] QuickBooks - Revenue Trending
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Unified and Accessible Pull everything together in one place.

[one_half] QuickBooks - Multiple Company Files
[/one_half] [one_half_last] Many companies have multiple QuickBooks company files. This makes answering even simple questions like “How much money did we make last month?” cumbersome to answer. InsightSquared offers:
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  • Consolidated data across mulitple company files so you get a total-company view
  • Access your financial reports from home or the road without the need for a local file, or the risk that the file will be locked for viewing by another user

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See even more InsightSquared features…

Get one holistic view of all data in your company. Click below to see more.
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  • Insight Feed is a “Twitter-like” feed of notable events in your business, plus mini-charts
  • Activity Dashboard tracks events like calls or demos, and does so over time and by employee
  • Data Quality Dashboard tracks errors in data entry like missing fields or values out of range
  • Tagging & Filtering get as granular as you want by filtering on the fly
  • Goals set activity and sales quotas as goals, and track performance visually in detail
  • Sales Forecasting uses regression-based algorithms customized for your business to predict 90 days out
  • Employee Scorecards are a weekly-review-in-a-box
  • Activity Ratios help you troubleshoot how much effort it takes to close each deal
  • Opportunity Dashboard is a visual landscape of your opportunities with value, creation date, and effort
  • Campaign Analysis is the only way to measure the conversion rate through to deal of influencing (lead nurturing) campaigns
  • M5 Integration integrate reporting and goals on your calling data

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