Summary of Features

Automated Data Syncing | Automated Email Alerts & Snapshots | Configurable Date Ranges for Reporting | Configurable Dashboard | Consolidated Reporting | Customizable Report Filters | File-Level Security | Multiple Reporting Periods | Native Account Viewing | Peer Benchmarking | Ranking | Ratios & Trends | Reporting by Individual Location | Standard Chart of Accounts Mapping | Standard Reports | Unlimited Users | Vertical Analysis

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Gather

Manage Multiple Files in One Place

Qvinci works with: QuickBooks Desktop – QuickBooks Desktop by Class – QuickBooks Online – QuickBooks Online by Class – Xero – MYOB – Excel

NOTE: Qvinci’s API is available for custom integration.

Automated Data Syncing

QuickBooks Online and Xero sync every day at 2am CST. QuickBooks Desktop and other files using the Sync App automatically sync the first time a file is opened each day. Files can also be manually synced at any time throughout the day. The command to automatically sync the file resides in the file itself so automated syncing will occur even if the file is moved or renamed. Excel files are always synced manually.

Sync by Class

Allows QuickBooks users to pull class-specific data for reports.

Gathering
Mapping

Map

Standard Chart of Accounts

Patented technology dynamically maps dissimilar account names from different locations into a customizable Standard Chart of Accounts. Because account names are mapped at the time of syncing, everyone in your system can continue to use their preferred or native account names. Reports can be viewed with either native or standard account names. The system will flag any unknown account names and report the data in a line item called “unmapped.”

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Report

Custom Report Builder

Allows users to build Key Performance Indicators and customized reports based on P&L or Balance Sheet data synced from multiple files.

Export to PDF

Allows users to export all reports to a PDF document and present Qvinci reports in an easy-to-read format. Lets users add custom headers and footers which are useful for adding legal disclaimers and other important static information.

Trial Balance

Allows Trial Balance to be synced for tax preparation purposes.

Pro Forma

Allows users to create best practice forecasts by comparing one entity’s performance against the best practices of the top performers in their ecosystem.

Standard Reports

Standard reports include:  P&L – Balance Sheet – Statement of Cash Flows – Sales by Customer – AP and AR Aging – Expense by Vendor

Peer Benchmarking

Benchmark any location against the Top 10%, Top 20% and the average performers inside your ecosystem. Allows you to quickly and easily identify best practices and plan for the success of both individual locations and the overall system.

Balance Sheet Disable

Qvinci allows administrators to hide the Balance Sheet from all users. This affords contributors an added level of privacy for items such as bank account balance.

Ranking

See the rank of each location within your ecosystem across seven line items: Total Income, Gross Profit, Total Expense, Net Income, Gross Margin, Expense Margin and Net Income Margin.

Vertical Analysis

For many reports, you are able to toggle on Vertical Analysis and display the relative percentages next to the actual number.

Side-by-Side Viewing

Allows you to see side-by-side reports for each location in your system.

Native vs. Standard Chart of Accounts

Reports can be viewed with either native or standard account names. Native names are those given to line items at individual locations (e.g. rent, lease, leese). Standard names are those in a Standard Chart of Accounts (e.g. rent = lease, leese, rent). NOTE: We deliberately misspelled “lease” as a demonstration.

Memorize

Once a report has been created, it can be memorized and added to a quick-access menu so you don’t have to re-create it every time you need it.

Reporting Periods

Qvinci syncs up to 36 months of data (i.e. two years plus YTD for the current year). Select standard or customized reporting periods within this timeframe.

View

File-Level Security

Grant access on a file-by-file basis or for a group (e.g. region, type) to ensure contributors can only view their own files and managers have the information they need be successful.

Unlimited Users

Account administrators can give access to an unlimited number of users. This free access allows for financial visibility and transparency for all stakeholders. For QuickBooks Desktop users, you can eliminate the need to email reports or files. Administrators maintain control over what other users can see.

Monitor

Dashboard

Select from a menu of widgets to see at-a-glance what’s important to you. Options include: P&L, Financial Summary and AR and AP Aging.

File Verification

A set of seven tests run automatically every day to help users identify basic accounting errors and discrepancies. The tests are designed to catch basic errors and will pinpoint the month and the account where errors are detected.

Daily and Weekly Financial Snapshot Emails

Financial snapshot emails include: Income, Net Income, Accounts Payable, Accounts Receivable and Cash (bank balance). You can set how often you receive these emails.

My Files View

Allows you to monitor the status of all of the files you contribute through Qvinci.

Alerts

Alerts are email snapshots that show a user their financial status as well as targets and thresholds. This allows users to stay on top of key financial metrics.

monitoring

Financial Reports Available 24/7

Access your files online from anywhere at anytime

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