Everyday Time Savers: Make Paperless Finance a Reality with Workflow Automation

Learn about the real costs of manual processes, processes you can automate with cloud financial management, and gains from automation.

By |2021-07-22T19:42:03-04:00September 7th, 2021|Categories: , |Tags: , , , |Comments Off on Everyday Time Savers: Make Paperless Finance a Reality with Workflow Automation

Insights On Demand: Serve Up Metrics that Matter

Learn how to serve metrics that matter most for your business, generate on-demand, role-based dashboards, and real-world examples leveraged.

By |2021-07-22T19:29:02-04:00August 24th, 2021|Categories: , |Tags: , , |Comments Off on Insights On Demand: Serve Up Metrics that Matter

Closing the Midsize Performance Gap: Why It May Be Time to Change

Learn how you can recognize 5 signs you're outgrowing your system, vanquish time-consuming finance work, and close the performance gap.

By |2021-07-06T19:16:59-04:00August 19th, 2021|Categories: , |Tags: , , , , |Comments Off on Closing the Midsize Performance Gap: Why It May Be Time to Change

Streamline Your Multi-Entity Consolidations and Management: Cut your close by up to 65%

Learn how to consolidate continuously to cut time off your close, automate inter-entity transactions, eliminations, currency conversions, add and set up new entities in minutes and enhance financial visibility at any level.

By |2021-07-22T19:30:07-04:00August 10th, 2021|Categories: , |Tags: , , |Comments Off on Streamline Your Multi-Entity Consolidations and Management: Cut your close by up to 65%

Beyond Excel: Building Blocks for Real-Time, Multi-Dimensional Reports, and Dashboards

Learn how to escape endless excel spreadsheets, slice and dice your data across metrics, and easily track key metrics from a single page.

By |2021-07-22T19:30:23-04:00July 27th, 2021|Categories: , |Tags: , , , |Comments Off on Beyond Excel: Building Blocks for Real-Time, Multi-Dimensional Reports, and Dashboards

Improving Financial Visibility Through Dashboards and Reports

In today’s business environment financial visibility is paramount. Detailed financial reports and dashboards with drill-down capability are the most effective way to gain real-time visibility into the current, and future, state of your business.

By |2021-05-03T15:09:22-04:00July 8th, 2021|Categories: , |Tags: , , , , |Comments Off on Improving Financial Visibility Through Dashboards and Reports

Automate High Volume Transaction Reconciliations with BlackLine

BlackLine’s transaction matching engine saves valuable time by quickly and accurately reconciling high-volume complex one-to-many and many-to-many financial transactions including bank, credit and purchasing cards, Point of Sale and many other use cases. Below are a few use case [...]

By |2021-06-09T19:47:07-04:00June 29th, 2021|Categories: Blackline, Blog|Tags: , , , , |Comments Off on Automate High Volume Transaction Reconciliations with BlackLine

Shifting from a Family Office to a Family Enterprise Mindset

A common mistake made by many high-net-worth individuals and families is failing to treat their family’s financial affairs as a business entity in their own right. Managing the business of the family’s assets is a critical practice that demands [...]

By |2021-06-22T11:30:56-04:00June 22nd, 2021|Categories: Blog, Consulting, Family Office, Outsourced Accounting, Tom Crotty|Tags: , , , , |Comments Off on Shifting from a Family Office to a Family Enterprise Mindset

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a family office structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors [...]

By |2021-06-02T18:13:10-04:00June 2nd, 2021|Categories: Blog, Consulting, Estate & Trust, Family Office, Tom Crotty, Uncategorized|Tags: , , , |Comments Off on Creating an Effective Family Office Structure

Introducing the Interactive Visual Explorer

In today's business environment of disruption, the ability to make strategic decisions with real-time data has never been more important.

By |2021-05-03T19:15:23-04:00May 14th, 2021|Categories: , |Tags: , , , |Comments Off on Introducing the Interactive Visual Explorer
Go to Top