Prizem

BPT | Monthly Forecast/Budget Preparation

This module is designed to streamline the budget/forecast process for an entire organization while also involving management and departmental staff at the appropriate decision level. By directly importing historical financial and statistical data from any back office system, management can use key business indicators to generate future period projections for the entire business.

Easy ongoing maintenance and automated utilities allow for spending less time on system mechanics and manual spread sheets and more time on company development and analysis - available online or as a property installed application.

Benefits

Update the database by importing trial balance data after each month end
Import an entire chart of accounts from any back office system
View, print or export reports to any format for easy emailing and departmental distribution
Utilize the budget database as a forecasting module
Make changes to the budget/forecast and review results immediately
Review or produce budgets and reports via the Internet or via local network using only a web browser
Handle all necessary currency conversions
Create a zero-based budget and provide a tool to track detailed information and assumptions as back-up for each line item

Key Features

Security - the ability to maintain budget/forecast data by properly assigning multiple user access to designated divisions, departments or accounts
Efficiency - ability to manage, consolidate and present information on demand
Immediacy - ability to analyze results of changing assumptions, data or consolidation structures in real time
Open Architecture - capable of interfacing with many systems on multiple platforms
Consistency - capable of accepting and storing different types of data from multiple sources across the company in a consistent manner
Integrity - minimize errors due to redundant data entry and ensure that users are accessing the same, most current information