Financial Reporting & Analysis - Business Management - Kianoff
Warren Averett Technology Group and Kianoff & Associates
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The health of your business depends on the quality & value of Financial Reports

You need to know what’s going on in all areas of your business. The best way is through the lenses of the Financial Reporting tools available to you.

Since Kianoff’s start in 1986, company Founder Lisa Kianoff, CPA.CITP, CGMA, has promoted the benefits of financial reports to see far beyond the basics. Her business columns in national magazines have consistently highlighted how businesses benefit from a variation on the standard financial report by:

  • Analyzing data by location, ownership, product line, specialty, region, customer type and more
  • Seeing multi-faceted views of the business
  • Seeing views of what’s happening today; and comparing current and historical data

Financial reports that are relevant to your industry and specific to your business don’t just happen. Learn more about Kianoff’s core strengths in custom Financial Reporting for:

Hospitality & Restaurants                                     Healthcare

Distribution & Manufacturing                                Service Industries

Kianoff & Associates Custom Financial Reports

We’ve put our years of experience into developing and honing Financial Statement best practices to give decision makers the information they need in the ways they need to see it. You will appreciate how we can strengthen your financial reporting with:

  • Customizable financial and management reports
  • Ability to consolidate information from multiple companies and/or data sources, and fully factor in partial ownership components.
  • Calculations using non-financial data, such as employee counts, square footage, patient visits, meals served, to provide views into metrics such as revenue and/or expenses per employee. 
  • The use of allocations to distribute expenses or revenue based on a predetermined fixed percent or an automatically calculated variable percent. Example: Rent: Calculate as a standard percent or allocate by employee count to your departments.
  • The ability to create and manage budgets, at either a detail or summary level.
  • Ability to have horizontal comparative views for easy analysis when you look at business segments or locations. 
  • Tight integration and drill backs into your accounting system transactions to see underlying data.
  • Multiple options for access and delivery/distribution of reporting
  • Ability to export to Microsoft Office Excel or other tools to do additional analysis
  • Security to limit views and access as needed.

The right tool for the job is the difference between getting by – or getting valuable insights into your business.  Financial Reporting is a vital component to business management where you don’t want to compromise.

Our team can help you decide what tool or tools will be best for you. All the tools enable you to look at data from multiple views such as; location, ownership, department, specialty – and can incorporate industry metrics as a component. All can also create income statements, balance sheets and cash flow reports, and specialty reports for financial report users with more specific needs.

Fueled by the power of SQL, Dynamics GP Offers Lots of Reporting Options

Tools. The right tool for the job is the difference between getting by and being great. These are the tools we use to meet your financial reporting needs, so we can make your GP reporting great.

Management Reporter (MR)
Direct from Microsoft, Management Reporter is much more than a replacement for FRx in your GP system. MR retains many elements of FRx, including the use of rows, columns and trees. Its architecture has been updated to give greater scalability and reliability for more efficient operations. It is directly integrated with GL and offers a library where reports can be secured, stored and viewed. And, there are also tools to help migrate your FRx data.

FRx
While FRx has been retired by Microsoft, it remains a popular tool to the many companies who have not made the transition to the next generation of financial reporting. In the past 20+ years our team has designed hundreds of reports in FRx and we continue to support companies who still use FRx. We can also guide you through the process, and report conversion, to get your financial reports on a software tool and version that can continue to integrate with your ERP system. Dynamics GP 2010 is the last version of GP that will work with FRx.

BI 360 Suite by Solver
An innovative approach to financial reporting that uses an Outlook-style interface in Excel, so you can drag and drop to create complete financial statements without having to key in formulas. With automated narrative reporting, BI360 will automatically write a narrative based on the financial results and statistical metrics of a business unit. Reports are launched from either an intranet site, a web portal, from within your ERP system or locally from your PC as standard Microsoft Excel files. Also available is a budgeting module that provides robust and flexible budgeting, forecasting and modeling.

Renovo Suite - Smart Financial Report Writer
A FRx-like suite of products that provide comprehensive financial reporting solutions offered via the web or on premise. Scales from small business to enterprise level organizations, so it grows as your business does. The Renovofyi Financial Report Writer provides presentation-quality, multi-dimensional financial reports and multi-company consolidations that can pull data from many sources and formats. Users can easily drill-down to access the financial details. Features a “point and click” to get summaries, account details and transactional details.

BizNet Excel Suite
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. You can schedule alerts and use the ability to automate delivery of information to all levels of users in your organization.  

Information available when you need it

Tools. The right tool for the job is the difference between getting by and being great. These are the tools we use to meet your financial reporting needs, so we can make your Sage reporting great.

Sage Intelligence Reporting (SIR)
Built for the family of Sage products including Sage 100 and Sage 500, this is a broad-based Financial Reporting tools that also offers Business Intelligence (BI) operational reports and dashboards. Quickly see what you need by creating real-time, automated and preformatted reports with up-to-date information you want to see. Analyze data using the familiar look and feel of Microsoft Excel®. SIR gives you the ability to:

  • Schedule reports to run during off-peak hours and distribute through e-mail for timely delivery anywhere.
  • Use Report Designer to create new formats using a drag and drop interface.
  • Manage exceptions and adjust quickly to meeting changing customer needs.
  • Integrate beyond the general ledger
  • Have industry centric Report Templates to personalize work flow to the way you work.

The Kianoff team is one of 8 founding members of the Sage Intelligence Report Writer Association (SIRWA). As early adopters we bring our unique experience to development of usable and valuable reports.  Learn more about SIRWA.

FRx
Although FRx has been retired by Microsoft, we know many companies are still using it because of its great features. Our team has years of experience working with FRx and can still help support you. In addition we can assist you in the migration from FRx to Sage Intelligence Reporting (SIR) or one of the other tools. FRx 6.7 is the last version released and it is not compatible beyond Version 4.5 of Sage 100 (formerly MAS 90 or MAS 200).

Renovo Suite - Smart Financial Report Writer
A FRx-like suite of products that provide comprehensive financial reporting solutions offered via the web or on premise. Scales from small business to enterprise level organizations, so it grows as your business does. The Renovofyi Financial Report Writer provides presentation-quality, multi-dimensional financial reports and multi-company consolidations that can pull data from many sources and formats. Users can easily drill-down to access the financial details. Features a “point and click” to get summaries, account details and transactional details.

BI 360 Suite by Solver for MAS 500
An innovative approach to financial reporting that uses an Outlook-style interface in Excel, so you can drag and drop to create complete financial statements without having to key in formulas. With automated narrative reporting, BI360 will automatically write a narrative based on the financial results and statistical metrics of a business unit. Reports are launched from either an intranet site, a web portal, from within your ERP system or locally from your PC as standard Microsoft Excel files. Also available is a budgeting module that provides robust and flexible budgeting, forecasting and modeling.

BizNet Excel Suite
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. You can schedule alerts and use the ability to automate delivery of information to all levels of users in your organization.

Cloud-based Flex Reporting is available at your convenience, set up how you want to see it 

Intacct’s multi-dimensional architecture brings a new dimension to the way you manage reporting. And you can see that on your Intacct financial dashboards that track your most important data centralized on your desktop.

Flex Reporting
To see and track the metrics that matter most to you, Intacct Flex Reporting gives you both sides of your business: financial and key business metrics. You get real-time visibility into your performance as your business grows

  • Visibility into the standard financial metrics you need and the unique business metrics that measure the success of your strategies and operations at every stage of your growth.
  • Review income statements and balance sheets by key business drivers. Think about metrics that are important to your organization and you can report on it.
  • Performance metrics are always reliable and up-to-date because it uses the same auditable and real-time transaction data used for your core financial and statutory reports.
  • Flex-dimensional General Ledger and guided Report Writer lets you automatically track the business context of all your financial transaction data.

Intacct Reporting and Dashboards
You have real time access to all your financial and operational data with reports and dashboards built directly from transaction level data. And then integrate financial and operational data to gain better insight into your business performance.

  • Combine key operational information with financial information in metrics and ratios you define to give new insights into the information you are used to seeing separately.
  • See company performance in real time with live reports, and drill down to supporting documents.
  • Create and bring data from any Intacct application, or any web application, onto the financial dashboard, including customers, vendors, items, invoices, and bills.
  • Automate inter-entity transactions. Define and publish key performance indicators across your business using built-in performance management.
  • Create reports on the fly with flexible ad-hoc reporting and generate financial reports against different time periods.
  • Export data from custom views to a text file or spreadsheet.
  • Share ad-hoc reports with colleagues or add them to your dashboard, or to your company’s list of standard reports.
  • Integrate a broader set of source data from other business applications to monitor business performance using a consolidated set of dashboards and reports.
  • Start fast with pre-built industry templates, including charts of accounts, workflows, dashboards, and Intacct’s library of more than 150 financial reports.
  • Supports and conforms to all the major regulatory and industry frameworks, including GAAP, IFRS, FASB, and Sarbanes-Oxley.
  • Deploy paperless processes and electronic approvals. Customize and personalize rules to trigger alerts.

BI 360 Suite by Solver
An innovative approach to financial reporting that uses an Outlook-style interface in Excel, so you can drag and drop to create complete financial statements without having to key in formulas. With automated narrative reporting, BI360 will automatically write a narrative based on the financial results and statistical metrics of a business unit. Reports are launched from either an intranet site, a web portal, from within your ERP system or locally from your PC as standard Microsoft Excel files. Also available is a budgeting module that provides robust and flexible budgeting, forecasting and modeling.

Renovo Suite - Smart Financial Report Writer
A FRx-like suite of products that provide comprehensive financial reporting solutions offered via the web or on premise. Scales from small business to enterprise level organizations, so it grows as your business does. The Renovofyi Financial Report Writer provides presentation-quality, multi-dimensional financial reports and multi-company consolidations that can pull data from many sources and formats. Users can easily drill-down to access the financial details. Features a “point and click” to get summaries, account details and transactional details.

BizNet Excel Suite
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. You can schedule alerts and use the ability to automate delivery of information to all levels of users in your organization.

Overview

Kianoff & Associates Custom Financial Reports

We’ve put our years of experience into developing and honing Financial Statement best practices to give decision makers the information they need in the ways they need to see it. You will appreciate how we can strengthen your financial reporting with:

  • Customizable financial and management reports
  • Ability to consolidate information from multiple companies and/or data sources, and fully factor in partial ownership components.
  • Calculations using non-financial data, such as employee counts, square footage, patient visits, meals served, to provide views into metrics such as revenue and/or expenses per employee. 
  • The use of allocations to distribute expenses or revenue based on a predetermined fixed percent or an automatically calculated variable percent. Example: Rent: Calculate as a standard percent or allocate by employee count to your departments.
  • The ability to create and manage budgets, at either a detail or summary level.
  • Ability to have horizontal comparative views for easy analysis when you look at business segments or locations. 
  • Tight integration and drill backs into your accounting system transactions to see underlying data.
  • Multiple options for access and delivery/distribution of reporting
  • Ability to export to Microsoft Office Excel or other tools to do additional analysis
  • Security to limit views and access as needed.

The right tool for the job is the difference between getting by – or getting valuable insights into your business.  Financial Reporting is a vital component to business management where you don’t want to compromise.

Our team can help you decide what tool or tools will be best for you. All the tools enable you to look at data from multiple views such as; location, ownership, department, specialty – and can incorporate industry metrics as a component. All can also create income statements, balance sheets and cash flow reports, and specialty reports for financial report users with more specific needs.

Dynamics™GP

Fueled by the power of SQL, Dynamics GP Offers Lots of Reporting Options

Tools. The right tool for the job is the difference between getting by and being great. These are the tools we use to meet your financial reporting needs, so we can make your GP reporting great.

Management Reporter (MR)
Direct from Microsoft, Management Reporter is much more than a replacement for FRx in your GP system. MR retains many elements of FRx, including the use of rows, columns and trees. Its architecture has been updated to give greater scalability and reliability for more efficient operations. It is directly integrated with GL and offers a library where reports can be secured, stored and viewed. And, there are also tools to help migrate your FRx data.

FRx
While FRx has been retired by Microsoft, it remains a popular tool to the many companies who have not made the transition to the next generation of financial reporting. In the past 20+ years our team has designed hundreds of reports in FRx and we continue to support companies who still use FRx. We can also guide you through the process, and report conversion, to get your financial reports on a software tool and version that can continue to integrate with your ERP system. Dynamics GP 2010 is the last version of GP that will work with FRx.

BI 360 Suite by Solver
An innovative approach to financial reporting that uses an Outlook-style interface in Excel, so you can drag and drop to create complete financial statements without having to key in formulas. With automated narrative reporting, BI360 will automatically write a narrative based on the financial results and statistical metrics of a business unit. Reports are launched from either an intranet site, a web portal, from within your ERP system or locally from your PC as standard Microsoft Excel files. Also available is a budgeting module that provides robust and flexible budgeting, forecasting and modeling.

Renovo Suite - Smart Financial Report Writer
A FRx-like suite of products that provide comprehensive financial reporting solutions offered via the web or on premise. Scales from small business to enterprise level organizations, so it grows as your business does. The Renovofyi Financial Report Writer provides presentation-quality, multi-dimensional financial reports and multi-company consolidations that can pull data from many sources and formats. Users can easily drill-down to access the financial details. Features a “point and click” to get summaries, account details and transactional details.

BizNet Excel Suite
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. You can schedule alerts and use the ability to automate delivery of information to all levels of users in your organization.  

Sage 100 and Sage 500

Information available when you need it

Tools. The right tool for the job is the difference between getting by and being great. These are the tools we use to meet your financial reporting needs, so we can make your Sage reporting great.

Sage Intelligence Reporting (SIR)
Built for the family of Sage products including Sage 100 and Sage 500, this is a broad-based Financial Reporting tools that also offers Business Intelligence (BI) operational reports and dashboards. Quickly see what you need by creating real-time, automated and preformatted reports with up-to-date information you want to see. Analyze data using the familiar look and feel of Microsoft Excel®. SIR gives you the ability to:

  • Schedule reports to run during off-peak hours and distribute through e-mail for timely delivery anywhere.
  • Use Report Designer to create new formats using a drag and drop interface.
  • Manage exceptions and adjust quickly to meeting changing customer needs.
  • Integrate beyond the general ledger
  • Have industry centric Report Templates to personalize work flow to the way you work.

The Kianoff team is one of 8 founding members of the Sage Intelligence Report Writer Association (SIRWA). As early adopters we bring our unique experience to development of usable and valuable reports.  Learn more about SIRWA.

FRx
Although FRx has been retired by Microsoft, we know many companies are still using it because of its great features. Our team has years of experience working with FRx and can still help support you. In addition we can assist you in the migration from FRx to Sage Intelligence Reporting (SIR) or one of the other tools. FRx 6.7 is the last version released and it is not compatible beyond Version 4.5 of Sage 100 (formerly MAS 90 or MAS 200).

Renovo Suite - Smart Financial Report Writer
A FRx-like suite of products that provide comprehensive financial reporting solutions offered via the web or on premise. Scales from small business to enterprise level organizations, so it grows as your business does. The Renovofyi Financial Report Writer provides presentation-quality, multi-dimensional financial reports and multi-company consolidations that can pull data from many sources and formats. Users can easily drill-down to access the financial details. Features a “point and click” to get summaries, account details and transactional details.

BI 360 Suite by Solver for MAS 500
An innovative approach to financial reporting that uses an Outlook-style interface in Excel, so you can drag and drop to create complete financial statements without having to key in formulas. With automated narrative reporting, BI360 will automatically write a narrative based on the financial results and statistical metrics of a business unit. Reports are launched from either an intranet site, a web portal, from within your ERP system or locally from your PC as standard Microsoft Excel files. Also available is a budgeting module that provides robust and flexible budgeting, forecasting and modeling.

BizNet Excel Suite
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. You can schedule alerts and use the ability to automate delivery of information to all levels of users in your organization.

Intacct

Cloud-based Flex Reporting is available at your convenience, set up how you want to see it 

Intacct’s multi-dimensional architecture brings a new dimension to the way you manage reporting. And you can see that on your Intacct financial dashboards that track your most important data centralized on your desktop.

Flex Reporting
To see and track the metrics that matter most to you, Intacct Flex Reporting gives you both sides of your business: financial and key business metrics. You get real-time visibility into your performance as your business grows

  • Visibility into the standard financial metrics you need and the unique business metrics that measure the success of your strategies and operations at every stage of your growth.
  • Review income statements and balance sheets by key business drivers. Think about metrics that are important to your organization and you can report on it.
  • Performance metrics are always reliable and up-to-date because it uses the same auditable and real-time transaction data used for your core financial and statutory reports.
  • Flex-dimensional General Ledger and guided Report Writer lets you automatically track the business context of all your financial transaction data.

Intacct Reporting and Dashboards
You have real time access to all your financial and operational data with reports and dashboards built directly from transaction level data. And then integrate financial and operational data to gain better insight into your business performance.

  • Combine key operational information with financial information in metrics and ratios you define to give new insights into the information you are used to seeing separately.
  • See company performance in real time with live reports, and drill down to supporting documents.
  • Create and bring data from any Intacct application, or any web application, onto the financial dashboard, including customers, vendors, items, invoices, and bills.
  • Automate inter-entity transactions. Define and publish key performance indicators across your business using built-in performance management.
  • Create reports on the fly with flexible ad-hoc reporting and generate financial reports against different time periods.
  • Export data from custom views to a text file or spreadsheet.
  • Share ad-hoc reports with colleagues or add them to your dashboard, or to your company’s list of standard reports.
  • Integrate a broader set of source data from other business applications to monitor business performance using a consolidated set of dashboards and reports.
  • Start fast with pre-built industry templates, including charts of accounts, workflows, dashboards, and Intacct’s library of more than 150 financial reports.
  • Supports and conforms to all the major regulatory and industry frameworks, including GAAP, IFRS, FASB, and Sarbanes-Oxley.
  • Deploy paperless processes and electronic approvals. Customize and personalize rules to trigger alerts.

BI 360 Suite by Solver
An innovative approach to financial reporting that uses an Outlook-style interface in Excel, so you can drag and drop to create complete financial statements without having to key in formulas. With automated narrative reporting, BI360 will automatically write a narrative based on the financial results and statistical metrics of a business unit. Reports are launched from either an intranet site, a web portal, from within your ERP system or locally from your PC as standard Microsoft Excel files. Also available is a budgeting module that provides robust and flexible budgeting, forecasting and modeling.

Renovo Suite - Smart Financial Report Writer
A FRx-like suite of products that provide comprehensive financial reporting solutions offered via the web or on premise. Scales from small business to enterprise level organizations, so it grows as your business does. The Renovofyi Financial Report Writer provides presentation-quality, multi-dimensional financial reports and multi-company consolidations that can pull data from many sources and formats. Users can easily drill-down to access the financial details. Features a “point and click” to get summaries, account details and transactional details.

BizNet Excel Suite
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. You can schedule alerts and use the ability to automate delivery of information to all levels of users in your organization.