FREE Trial for Odoo Users : Odoo connector + Excel link + Dashboards
An overview of Essatto
Essatto is a cloud based service that delivers a complete enterprise data management platform to small to medium businesses.
Users of Essatto range from accountants & advisors wanting to manage client data to small/medium businesses looking to improve their profitability through more accurate reporting and analysis.
Key features of Essatto include
-
Dynamic two-way Excel add-in
-
Connectors to multiple data sources
-
Dashboard Designer & Publisher
-
Budgeting and Forecasting management
Essatto Detailed Product Tour
Overview (0:00)
Dashboards (2:10)
Hierarchy Management (10:16)
Fast Budgets (16:46)
Excel Add-In (20:15)
User Security (26:30)
Summary of Essatto KEY FUNCTIONS
Analyse the Past & Visualise the Future : Manage the data that drives business decisions in the one place with Essatto.
Connect & Combine data
Mashup and aggregate data from multiple sources over multiple years, companies, currencies, customers etc... Get started quickly with Fast-Connect.
DASHBOARDS & REPORTING
Comprehensive business intelligence functionality that supports data visualisation and data discovery as well as management & budget variance reporting.
BUDGETS & FORECASTS
Create a budget or run what-if scenarios across the business in minutes with Fast-Budgets.
custom hierarchies
Easily build custom hierarchies to summarise and report group data.
user data access controls
Control user access rights and privileges including abilities to input data to Essatto.
essatto excel add-in
Retain existing spreadsheets and submit key data (such as budgets) back to Essatto for others to review results immediately via dashboards or reports.
Essatto Business Cases
Budgets in minutes
Have staff setup budgets in minutes, not hours. Gone are the days of complex budgets and forecasts!
Multi Company/Currency
Essatto allows users to manage the consolidations of multiple companies across multiple entities seamlessly.
Quote/Cost Analysis
Analyse your cost per quote versus revenue per quote. Also compare quotes, revenue and wages per month.
Google + ERP views
Produce reports including Google Analytics data + ERP data + other data sources to create scenarios for optimal marketing spend.
Reporting Mash-ups
Many businesses find the only way to combine operational and financial data is with spreadsheets. Essatto loads data from multiple sources to produce combined report outputs.
Traversing Systems
In situations where data is across multiple systems, including historical data and user is moving to new applications, Essatto is an ideal staging tool ensuring continuity.
Managed Budget Inputs
Rather than giving line managers full access to core systems, Essatto Excel Add-In can share relevant data with staff for designated inputs that are then summarised.
Manage your Business Data from one place!
Essatto gives you visibility over your financial and operational data making it easier for you to budget + forecast and make informed decisions.