Can I Still Pull Franchise Reports without a Standard Chart of Accounts? Follow
Data Normalization & Reporting with AutyFi
Data Normalization Simplified
At AutyFi, we simplify your financial data by standardizing it into a clear, organized format. Our process helps you maintain clarity, consistency, and accuracy in your reports, making it easier to manage your business finances.
Why Normalize Your Data?
- Clarity: Get a clear snapshot of your financial health at a glance.
- Better Decisions: Organized data means quicker, more informed business decisions.
- Easier Reporting: Simplify the creation of accurate financial reports, making audits and meetings smoother.
AutyFi Report Center
Access a comprehensive report library that pulls data directly from connections like QuickBooks Online, Google Analytics, or Monday.com. Customize and generate reports quickly, saving valuable time.
Key Features:
- Diverse Reports: Access reports like Profit and Loss, Balance Sheet, and Cash Flow based on your connections.
- Filter & Export: Apply filters to narrow down specific data and export reports to Excel for deeper analysis.
- User-Friendly: You can navigate through tabs for each connection, making it easy to customize reports according to your business needs.
Reporting Without a Standard Chart of Accounts (SCoA)
No SCoA? No Problem!
AutyFi’s flexibility ensures you can still generate insightful reports, even without a standard chart of accounts. Here’s how:
- Log In: Enter your credentials and access your AutyFi account.
- Access Report Center: Find it on the left-hand side of your dashboard.
- Open a Report: For example, click the Profit and Loss tab to view your statement.
- Use Filters: Click the filter menu on the top right to refine your report by:
- Location: Different stores or regions
- Time: Specific years, months, or quarters
- Area: Different departments
- Customize Without SCoA: Use filters like Account Name, Account Type, or Account Details to normalize data and generate reports.
- Enjoy Hassle-Free Reporting: These features allow you to create clear, insightful reports that help you make better business decisions.
Get Started Today
With AutyFi's powerful data normalization and report center, transform your complex financial data into straightforward, actionable insights. It’s time to enjoy smoother, more informed financial reporting.
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