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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
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Dynamic two-way Excel add-in
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Connectors to multiple data sources
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Dashboard Designer & Publisher
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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
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.
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.
Performance Tracking
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Sales Planning & Tracking
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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.
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.
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..
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.