Analyse the Past - Visualise the Future

A complete financial & operational data management solution delivered via cloud or on your own hardware

FREE Trial for Odoo Users: Odoo connector + Excel link                FREE TRIAL ACCESS    

 

 
 

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

 

Odoo - Sample 1 for three columns

Supply Planning

Adapt these three columns to fit you design need. To duplicate, delete or move columns, select the column and use the top icons to perform your action.

Odoo - Sample 2 for three columns

Customer / Product Profitability

To add a fourth column, reduce the size of these three columns using the right icon of each block. Then, duplicate one of the column to create a new one as a copy.

Odoo - Sample 3 for three columns

Performance Tracking

Delete the above image or replace it with a picture that illustrates your message. Click on the picture to change it's rounded corner style.

Odoo - Sample 3 for three columns

Sales Planning & Tracking

Delete the above image or replace it with a picture that illustrates your message. Click on the picture to change it's rounded corner style.

Odoo - Sample 1 for three columns

Geo-mapping / Market analysis

A company would like to identify and plot its entire target market on a map and then overlay its existing customers on the same map to focus their sales campaigns on specific geographic target areas.

Odoo - Sample 2 for three columns

Consolidation, Eliminations, FX

A company has multiple entities and would like to evaluate group financial performance on a regular basis (day, week, month). These entities may be running; the same or different accounting systems, the same or different chart of accounts and transactions for some of these entities being booked in foreign currency ledgers.

Odoo - Sample 3 for three columns

Load data from multiple sources

In addition to its Accounting System, a company may also have a desire to integrate data from other internal or external sources to gain key insights about its performance, sales opportunities etc... this may include data from a range of sources including; POS systems, appointment booking systems, operational systems, CRM, KPI data (external) etc.. 

Odoo - Sample 3 for three columns

Fully Integrated Excel

A company has complex spreadsheet models that it would like to seamlessly integrate and align against actuals on a regular basis, for example, manpower planning in a professional services company.