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Learn how accountants, bookkeepers, franchises, dioceses, and multi-unit organizations (commercial and non-profit) are effortlessly forecasting through inflationary and recessionary storms with Qvinci’s newest features and functionality.
Inflation is at a 40-year high, the feds have hiked interest rates and will likely continue, and consumer spending is slowing month-over-month. Plus, Bloomberg Economics and many others are predicting there’s at least a 75% probability of a recession.
Keep your clients, franchise owners, diocesan locations, or other reporting entities profitable through any volatile economy by helping them more accurately predict if/when inflationary or recessionary pressures are impacting their bottom line. Also learn how to help them predict if/when additional funding may be required, or if/which costs need to be trimmed or cut before a crisis obliterates their bottom line.
Learn How To Minimize The Imminent Inflationary and Recessionary Risk with Qvinci’s New KPI and What If – Cashflow and Financial Trending and Forecasting Tools
When the economy slumps into a downward spiral, cashflow and financial forecasting become critically important not only for avoiding a catastrophe, but for staying profitable as well. QuickBooks and Qvinci packaged together are powerful tools that allow you to understand your past, grade your present, and forecast your future with a few clicks of a mouse.
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The KPI, Expense and Income Trending, and Forecasting reporting package provides KPI Ratios, Top 10 Expenses, Total and Net Income Analysis, and Income Trending and Forecasting all in a single package ready to deploy to your clients, franchise owners, diocesan locations, or anyone else in need. If you want to show them where they will likely be in 90, 180, 270 and 365 days if they just keep doing what they have been doing, this is the business intelligence tool for you. But it’s only the starting point to understanding their past, grading their present, and forecasting their future!
For a more customizable 12-month granular outlook, check out the What If – Cashflow and Financial Forecasting Optimizer. It’s available for use by all Qvinci customers and is especially beneficial in today’s hyper-volatile economy. The What If tool is the most robust forecasting solution for accountants, franchises, dioceses, non-profits, and SMBs giving them the ability to define their future and monitor their progress by…
- Creating virtually an unlimited number of “What If?” scenarios to forecast the ongoing impact of an inflationary or recessionary economy on income, expenses, profitability, and cash positions over time
- Effectively managing your business’ risk by manipulating financials to immediately see the inflationary or recessionary impact, so informed decisions can be timely made and implemented
- Helping your businesses better predict if/when additional funding may be required, or if/which costs need to be trimmed before a crisis becomes unmanageable
- Setting the report options to cover a customizable range and set the reference period as a single month, a range average, or even seasonal
- Utilizing the 12-month What If to Actual presentation with integrated charts and graphs to better present the data to your clients or businesses
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Get a Refresher on How Qvinci’s Entire Suite of Business Intelligence Solutions Can Help You Boost Your Profitability During the Present Inflation and Approaching Recession
The Qvinci Advisory Portal (an “entity wellness dashboard”) – Provides a single, wide-angle view of summary movement of data over time (dynamic), illustrates color-coded (GREEN = Favorable / RED = Unfavorable) trending across various time periods, and focuses on the 10 key ratios that drive most organizations (plus more…).
- Present financial performance in a color-coded numerical format that any layperson can make sense of (GREEN = Good & RED = “Uh oh, we need to talk…”). Motivates clients, franchise owners, diocesan locations, or other reporting entities to call you – their trusted advisor – for insight and guidance.
- Focuses on the 10 key ratios across your client’s P&L and Balance Sheet that drive most organizations.
- Presents summary movement data over 5 user-selectable time periods (dynamic).
- Access general ledger and journal entries directly from the portal.
(click image to enlarge)
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The Advisory Portal Includes Amazingly Simple Drill-Down Capabilities – With 4 quick ‘clicks’ of a mouse, users can easily start from the Advisory Portal and drill down through multiple layers of increasingly granular data to research relevant issues at the transaction level before the issues become unmanageable.
The Qvinci KPI Scorecard – With the KPI Scorecard, advisory relationships are cultivated. Advisors can confer with clients, franchise owners, diocesan staff, or location managers and review the KPI Scorecard to check progress and grade performance. As with all Qvinci solutions, the KPI Scorecard auto-updates, auto-blends, auto-styles, and auto-packages in an instant.
- Create custom KPIs based on your ecosystem’s metrics
- Consolidate KPIs across multiple locations
- Compare KPIs of selected locations
- Trended comparisons of KPIs year-over-year
- Conditional formatting indicating movement or FAVORABLE / UNFAVORABLE trends
- Comparisons to the “ideal” range of values set by the user
KPI Ratios and Scorecard Report Templates (NEW!) – Compare KPI ratios to historical values from the same location or against different locations of same or unequal scale within your ecosystem.
And If You Need QuickBooks or Any Intuit Product, Qvinci Now Has All the Benefits of Intuit and Qvinci in One Powerful Single-Sourced, Cost-Effective Package
When Fathom ceased being included with QuickBooks Online Advanced, Qvinci was called into action. Qvinci stepped up and offered a special pricing package that continues today. It has been a monumental success. We are now offering the same package savings to anyone who wants QuickBooks and/or Qvinci. The offer is simple:
- Already have QuickBooks? Add Qvinci at a 50% discount for the first 3 months.
- Need to purchase QuickBooks Online Advanced? When QuickBooks Online Advanced is purchased through Qvinci, Qvinci is included for FREE!
- For all other QuickBooks and Qvinci packaged solutions, contact us for discounted and bundled pricing!
Bonus: Get A Quick Overview of Qvinci’s 1st- and 2nd-Quarters 2022 Release Notes
You’ll get a brief overview of how Qvinci has enhanced and improved its capabilities through the 1st and 2nd quarters of 2022 to provide an increasingly easy-to-use, profitable solution for its valued customers (Release Notes). Examples:
- Revised the Advisory Portal to use “Reporting” month instead of “Last” month to improve user experience by eliminating possible point of friction.
- Enhanced the Business Area Location controller. Now, regardless of if invoked from within the application or a manipulated URL, a permissions check is performed and, if it fails, the user is re-directed to a No Permissions page.
- Revised gallery template date formats to assure proper date formatting when displayed, rendered to PDF, or exported to Excel.
- Enhanced user experience by more clearly showing which account is selected in ‘Map to SCoA’ function.
- Published Weekly Rollup table to integrated services architecture framework so relevant data can be seamlessly tested locally and on Stage in preparation for merging into staging environment.
- Enhanced QuickBooks Online authorization errors in telemetry emails to identify customer sync and disconnect issues, greatly improving Customer Success response times.
- And lots more…
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What Are Our Customers Saying About Qvinci?
“Qvinci’s customizable reporting allows us to cost-effectively provide clients with professional-looking financials and value-added, actionable insights in a fraction of the time.“
Deborah Defer – Managing Director, BDO
Accountants
Imagine the advisory profits you could generate by providing your clients with inflation- and recession-fighting solutions like automated business intelligence, KPIs, and cashflow and financial forecasting. Learn how to take these powerful industry-leading solutions to market and drive client advisory profits even in the face of our troubling economy. If you do not provide your clients with such advisory services and solutions, some other accountant likely will!
“Qvinci has been great for our Brand and the KPI Scorecard has been a gamechanger… Franchisees now have the visibility into their KPI targets and can see how they are trending.“
Wanda Hoegren – Business Operations Manager, Homewatch CareGivers
Franchises
Imagine the franchise organizational efficiency, collaboration, and profits possible despite this volatile economy with such inflation- and recession-combating solutions like automated business intelligence, KPIs, and cashflow and financial forecasting for your franchise organization and each franchise owner. Learn how to deploy these game-changing tools in your franchise organization and across all your franchise locations, from a few to thousands, and successfully navigate the approaching economic storms!
Dioceses, Non-Profits, and Other Multi-Units
Imagine, in addition to the benefits listed above, having one vendor and one expert “rockstar” customer implementation and onboarding team to ensure success. Learn how to access complete visibility into the financial health of your parishes, schools, churches, cemeteries, and other reporting locations to fight back the effects of inflation and recession before they become a problem.
Meet the Presenter
Charles Nagel – Founder & CIO
Qvinci Software
Charles is the inventor and founder of Qvinci and is responsible for the implementation of Qvinci’s strategic and tactical plans. He has broad experience in building and turning around companies in a variety of industries, including software, medical, manufacturing, agriculture, and consulting. In his role at Qvinci, Charles focuses on driving innovation and leadership in the accounting, franchise, diocese, single- and multi-unit spaces. His knowledge of Qvinci’s products, why they’re important, and their practical application is transformative.
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Reserve Your Spot at the FREE Live Webinar!
(Wednesdays @ 12:00 PM CT)
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