Features

Key features

• Direct data import from most popular accounting systems and Excel
  - no data entry
• Easy customization - hundreds of Reports and Dashboards images to choose from
• Commentary - add comments and email to clients, advisors or banks
• Fast Consolidation of multiple entities
• Rapid creation of Budgets & Forecasts
• Multiple scenarios - worst, best and most likely case
• "What if" analysis - to see impact before taking action.

Key reports

• Executive Summary - Extract of key business issues
• Dashboards - Customised to your business
• Comparisons of actual to actual, actual to budget (MTD, QTD, YTD)
• Performance against Budget
• Trends in Revenue, Costs, Profits and Margins
• Traffic light reports - to locate and correct problem areas
• Cashflow statements - to track where cash is used
• KPIs - Balance Sheet drivers, Profitability, Liquidity, Investment/Equity/Capital

Key forecasts

• Profit & Loss - Top down or bottom up. MBM provides both methods.
• Balance Sheet - Integrated with the P&L budget to make it even easier.
• Cashflow - See where the money goes
• KPIs - See where the business is performing

Useful extras

• Business Health Check - Identify business goals, actions and issues to achieve your targets.