AccountMate - Business Intelligence Module

AccountMate Business Intelligence provides you insight on your business by providing OLAP and reporting capabilities previously not available.

AccountMate BI enables you to visually analyze your business data, track key performance indicators and distribute information throughout your organization, while providing you with an optimized platform for management and operational reporting.

Immediately available upon installation, AccountMate BI provides access to your business data through a number of pre-defined reports, objects, key performance indicators and queries.

Reports

AccountMate BI provides dozens of the most commonly requested reports for Sales, Customer, Item, Vendor, Product Line and Salesperson Analysis to meet the information needs of most companies. Along with the prepackaged reports, AccountMate BI offers an optimized reporting platform for building custom reports and eliminates the pains commonly associated with reporting. A sample of the reports in AccountMate BI include:

• Products Purchased by Customer in a Period

• Top Selling Product by Product Line in a Period

• Top Salesperson in Current Calendar Year

• Customer Sales, Cost, and Margin Year to Date versus Prior Year to Date

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Key Performance Indicators

AccountMate BI comes with over 200 pre-defined Key Performance Indicators, such as:

• Sales Amount in Current Calendar Year

• % of Total Contribution Margin

• Cost of Sales in Prior Calendar Year

• % Change in Sales from Prior to Current Calendar Year

• Inventory Turns

New indicators can be easily created and added to the library of existing metrics, extending the distribution of information throughout the organization.

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Adaptability

AccountMate BI comes packaged with mappings for the General Ledger, Accounts Payable, Accounts Receivable, Sales Order, Purchase Order and Inventory Control modules. Data from other modules or enhancements along with data from sources like Excel, Access and other databases can be easily incorporated and consolidated into AccountMate BI for reporting on all of your enterprise data.

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Queries

AccountMate BI provides dynamic, ad-hoc query and analysis capabilities through its native OLAP interface.

Users can drill up, down and across their business data, add charts and graphs, and apply filters to their data to answer business questions as they occur. Views of the data (queries) can be saved for future reference as either private, public or limited to a specific group of users.

AccountMate BI comes pre-package with a number of commonly requested queries for maximum out-of-the-box functionality, such as:

• Customer: Sales, Cost of Sales and Contribution Margin in a Period

• Customer: Sales by Item and Product Line in a Period

• Customer: Top Customers by Sales Year to Date

• Salesperson: Monthly Sales in any Two Periods

• Salesperson: Sales by Customer, Item and Product line in a Period

• Salesperson: Top Salesperson in Current Calendar Year

• Item: Sales by Customer and Salesperson in a Period

• Product Line: Sales Amount by Month with Trend Line

• Product Line: Participation in Sales in Current Calendar Year

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Objects

AccountMate BI’s unique object oriented solution allows you to create, modify and re-use filters, charts, graphs, summaries and formulas wherever needed to meet the information needs of the end-user. AccountMate BI comes packaged with a number of commonly used objects already defined including:

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Charts and Graphs:

• Sales Amount by Item

• IM Inventory Qty Ordered vs. Qty Shipped

• Salesperson Sales, Margin and Commission

• Period to Date Sales, Cost and Margin

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Filters:

• Current Calendar Year to Date

• Transaction Date Range

• Product Line Description

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Optional Enterprise Version with SQL Server Compatibility

AccountMate BI’s Enterprise version is available for those wanting to extend their reporting and data analysis capabilities onto a Microsoft SQL Server platform. With the Enterprise version, AccountMate end users will be able to view their data in SQL Server through traditional multi-dimensional OLAP tools such as Crystal Analysis. AccountMate BI’s Enterprise version will come with two predefined cubes (Sales and Inventory) which can be modified to include new dimensions, measures or versions. New cubes can be easily built from scratch, allowing users to get the information they need for effective decision making. AccountMate BI requires no programming or programming skills to customize or build multidimensional cubes for OLAP reporting.

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© 2008 AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, system requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or an Authorized AccountMate Solution Provider for current information.

Business Intelligence Features

• Reports
• Key Performance Indicators
• Adaptability
• Queries
• Objects
• Charts and Graphs:
• Filters:
• Optional Enterprise Version with SQL Server Compatibility
  

About AccountMate:

Since 1984, AccountMate Software Corporation has provided customers with powerful and flexible accounting and business management software. AccountMate provides the most stable and technologically innovative modifiable accounting solutions for the mid-market. The accounting systems are sold by the module which enables customers to acquire the software they initially need and add modules as their business needs evolve. The availability of source code makes this software highly modifiable so that it can be adapted to any changing business environment.

Software That Fits:

AccountMate is real-time, customizable financial and business management software designed to address the needs of small to mediumsized businesses. It takes advantage of the speed of client/server technology and the latest productivity-enhancing tools in Microsoft’s suite of products to help you better manage your business.

This leading-edge application combines the full functionality of our award-winning AccountMate system with the power of Microsoft’s SQL Server. It offers AccountMate users enhanced investment protection for the long haul with superior scalability, up-time performance, stronger data security and software applications.

A SQL database also optimizes the application’s performance so users can experience uniform highspeed performance—no more system slowdown at the end of your reporting period.