The Reporting Solution

DataLinks seamlessly connect your financial statements to the narrative sections, verifying that last-minute updates are automatically reflected—helping eliminate the need for days of re-work and manual adjustments.

Drill down into any financial statement amount with a single click to access detailed insights. View mapping rollups, trial balance amounts, and adjustments, providing full transparency and confidence for you, your team, and your auditors.

• Dive into any financial statement line item to explore supporting general ledger data and adjustments.
• Save progress and reflect updates automatically to help reduce errors and prioritize consistent reporting.
• Identify and flag discrepancies in your trial balance for proactive resolution.

Collaborate in real time with confidence, knowing everyone is working from the latest version. Say goodbye to version mix-ups, email chains, or lost progress due to corrupted files.

• Access Control: Provide team members and auditors with access through unlimited licenses, helping streamline your audit process.
• Permission Module: Administrators can manage access by restricting or enabling permissions across report components and licenses.
• User & Adjustment Module Audit Logs: Track document activity with time and date stamps for actions like accessing files, inserting or deleting DataLinks, and making changes that impact statement amounts.

Export your reports as a polished, audit-friendly PDF or DOCX files—helping eliminate the hassle of stitching together and sharing Word or Excel files. Enjoy seamless, submission-ready output.

• Streamline Report Creation: Generate your entire report efficiently with database-driven financial statements, an online word processor, and proprietary spreadsheet technology.
• Maintain Consistency: Preserve report formatting year over year for a professional and uniform presentation.