Become the go-to advisor. Automated intelligent financial reporting.
The best financial advisors rely on intelligent financial automation to run their businesses.
Request a DemoData Integrations
Your favorite business tools integrate to remove your monthly manual work
- Connecting Quickbooks, Xero or Netsuite ERPs
- 28 HRIS Integrations power Headcount Analysis
- Microsoft Excel and Google Sheets add-ins
![Product overview - Data integrations](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c31957ef30321f15dfa_solutions-feature-data-integrations.png)
Automation
Dashboards, reports and intelligent analysis at the click of a button
- Data integrations refreshed daily
- Dynamic charts and reports
- Automated monthly closing
![Product overview - Automation](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c322dc69940cc5187ef_solutions-feature-automation.png)
Multi-Entity Consolidation
Modern consolidated financial reporting from multiple ERPs in minutes
- Build consolidated reports regardless of account names
- Pricing that doesn’t increase as you add more entities
- Drill down into data by entity, customer, transactions or dates
- Segment reports by class or location
![Product overview - Multi-entity consolidation](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c320756025836b2f791_solutions-feature-multi-entity.png)
Budgeting
Let Telemetry do the work. Building financial models has never been easier
- Connect existing spreadsheet in Excel and Google Sheets
- Or build Intelligent web-based plans
- Track custom KPIs to better predict business performance
- Automatic forecasting also for balance sheets and cash flow
![Product overview - budgeting](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c3131c576e8399a33a4_solutions-feature-budgeting.png)
Planning & Forecasting
Quickly plan and forecast across income statement, balance sheet & cash flow
- Works with Web-based plans or Existing Spreadsheets
- Control when new forecasts are published to your team
- Automated progress tracking
- Quick scenario modeling
![Product overview - Planning and Forecasting](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c34462134ce6cce09c0_solutions-feature-planning-forecasting.png)
Analysis & Reporting
Instant insights and reports
- Instant financial dashboards for every client or business
- AI Assistant available to answer any question
- Drill Downs available for any data element
- Customer & Supplier Reporting, Comparisons and Drill Downs
![Product overview - Analysis and reporting](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c31789e372cab96ea23_solutions-feature-analysis-reporting.png)
Artificial Intelligence
Wield financial superpowers via powerful financial AI. Empower self-serve Q&A
- Query financials via natural language for incisive results
- Build narratives and memos for your reports
- Deep dive into variations at vendor and transaction level
![Product overview - artificial intelligence](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c31a3388c809f3edd24_solutions-feature-ai.png)
Pro Client Management
Telemetry Pro client management solution built atop the workflow you already use
- Fully branded client portal keeping your firm top of mind
- Self-service web destination
- Client management console onboards new clients in minutes
- Simple subscription management
![Product overview - Pro client management](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66269c344c2e24d15c7a2a4b_solutions-feature-pro-client-management.png)
Security
Customer trust and protection are our top priorities.
Telemetry is built with enterprise-grade security at its core. Your data is consistently protected.
![Product overview - Security](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/663167311d597cc161be172c_overview-feature-security.png)