General Ledger Advisor™

Investigate financial data without needing detective skills. Minimize your reliance on IT support for data extraction and report generation by automatically bringing your financial data together from stand-alone accounting systems, payroll, time & attendance systems and more.

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Get to the numbers behind the numbers.

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Self-service BI: Give your Finance & IT Teams a Break

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Improve management of revenue and expenses

Self-service is here. Really.

With access to all the underlying detail, you’ll make forensic finance look like a walk in the park. Find deviations against budget, flex budget, forecasts or other benchmarks. Uncover headcount inefficiencies and cost overruns with just a few clicks and no additional “asks” from IT.

Governed data discovery

Give managers the ability to investigate financial data with integrity and confidence. Quickly access transactional data behind GL entries and analyze cost and revenue data to improve expense management and profitability.

Secure, role-based access

Role-based privileges ensure the right people have access to the right information. Access privileges to sensitive data are completely customize-able by department, reporting structure, user or role.

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Answer your own questions

Dashboards and embedded analytics provide at-a-glance comparisons between budget and actual. Access any available detail, including accounts payable, materials management, and GL line items – even if data is sourced from different systems.

Investigate Financial Data without Needing Detective Skills

Self-Service Revenue and Expense Management

As organizations become leaner and bottom-line pressures increase, finance executives and their teams must provide operating managers throughout their organization with timely access to the information required to manage expenses and revenues in a more self-sufficient and cost-effective way.

To remain agile and competitive, organizations cannot afford to wait for paper reports or compromise the data’s integrity by resorting to spreadsheet manipulations. They must free themselves from their dependence on IT for data extracts and report requests–the time-consuming reality of General Ledger systems lacking built-in analytics, reporting, and integration with budgets and forecasts.

General Ledger Advisor™ is a revenue and expense analysis and reporting application that enables executives, department heads, and budgeting and planning analysts to quickly access the data necessary to control costs, improve cash flows, and increase productivity.

Answer Your Own Questions With Confidence

General Ledger Advisor combines an intuitive dashboard-based interface with powerful ad hoc analysis and reporting capabilities enabling users to discover the answers to their own questions without involving IT.

Users investigate performance trends, analyze expense and revenue data, and gain easy access to detail data within a user-friendly application designed specifically for financial analysis, reporting, and independence from IT.

Detailed performance metrics and key comparisons, such as Actual vs. Budget and Current Period vs. Year Ago are readily available in customizable report and graphical formats designed to aid their interpretation.

General Ledger Advisor provides rapid, secure, role-based access to performance data and powerful drill down to the underlying detail. With General Ledger Advisor, managers and department heads throughout the organization gain timely insights into the details behind revenues and expenses, enabling them to increase their productivity and more effectively manage expenses to improve their bottom line.

Clear Visibility and Confidence in Data Shared Across the Organization

Visualize financial data in dashboard views with the ability to dive to detail

Answer your own questions with self-service analytics

Governed data discovery — investigate financial data with integrity and confidence

Bring Your Budget, Forecast, and General Ledger Data Together

Full, automated integration gives General Ledger Advisor users a complete, reliable view of actual and relative performance. To gain visibility into an organization’s profitability, its performance against budget, or comparisons across the organization, data from the General Ledger must be combined with budget and forecast feeds and made available to managers in a timely and consistent fashion.

Unfortunately, these disparate data sources are often combined in spreadsheets and distributed throughout the organization in an ad hoc and unmanaged manner — a time-consuming process prone to errors and inconsistencies. Lack of visibility caused by incomplete data or a manual spreadsheet integration process erodes confidence in the resulting conclusions and leads to missed opportunities to generate new revenues or control costs. Organizations are seeking integrated, consistent, timely information to improve their management of revenues and expenses.

General Ledger Advisor automates the integration of the General Ledger with budget and forecasting systems and provides the ability to analyze revenues and expenses at a summary, department, and line item level, diving into the transaction-level data as needed.

This visibility improves productivity by instilling confidence in the data shared across the organization. Rapidly updated dashboards deliver key comparisons and enable users to quickly identify positive and negative performance variances.

Department managers use General Ledger Advisor to investigate summary data, diving down through the General Ledger balances into supporting systems such as Accounts Payable, Accounts Receivable, and Payroll. In General Ledger Advisor, swift access to underlying data is made possible by powerful data modeling, designed at installation to speed the ad hoc query process. Visibility into key metrics, revenues, expenses, and exceptions provides General Ledger Advisor users with the information needed to improve cash flows, reduce operational costs, and increase profitability.

General Ledger Advisor is built on Dimensional Insight’s industry-leading business intelligence platform, Diver Platform™, trusted by thousands of organizations across industries such as healthcare, manufacturing, distribution, and many others.