Accounting firms are increasingly moving beyond the role of service providers—they are becoming business partners for their clients. Clients today expect not only accurate declarations and ledgers but also up-to-date insights into their company’s financial health, results, costs, and taxes.
Intelari supports accounting firms in creating modern BI reports and dashboards for their clients—so that accounting becomes a real tool for managing the business.
Lack of up-to-date financial data—results available only after month-end closing
Difficulty in monitoring costs and profitability—lack of clear, real-time reports
Lack of tools for quick data analysis—need for manual preparation of summaries
Lack of integration between accounting and operational data—accounting disconnected from daily business management
Limited advisory value of the accounting firm—lack of modern tools for clients
Symfonia, Comarch Optima, enova365, Insert, ERP, CRM
Revenue, costs, receivables, payables, cash flow
Available 24/7 online, with filtering and data drilling capabilities
Project profitability, margins, liquidity, debt ratios
Enabling owners and management to make decisions based on a complete picture
BI as an additional service for clients
A real-time view of the company’s finances—data that is not only historical but also current
Greater control over costs and revenues—better budgeting and investment decisions
A competitive advantage—through faster responses to market changes
Convenient access to online reports—from anywhere, at any time
Improved collaboration with the accounting firm—accounting becomes a true business partner
With our solutions, your firm can go beyond traditional accounting and deliver real business value to clients—through reliable, up-to-date data and analyses that support their growth.