Analysis

Easily, quickly, and reliably analyze the figures

Many analyses and dashboards are automatically available. Additionally, it is easy to perform scenario analyses. For special one-time analyses, all figures can be easily exported to Excel and Google Sheets.

  • Immediate insights
  • Reliable and quick answers
  • Excel and Google Sheets integration

Do you struggle with…

Does it take a lot of time to check the figures monthly, perform standard analyses, and answer ad-hoc management questions? And do you sometimes worry whether all analyses have been carried out error-free?

Many insights available out of the box

In Smartbooks, many insights are available out of the box. Besides the standard P&L, Balance Sheet, and Cash Flow, there are automatic variance analyses with the previous year or budget. We offer industry-specific dashboards and can easily create custom dashboards. We are also working on AI analysis for even more automatic insights.

  • Automatic variance analysis
  • Industry best practice dashboards
  • AI-supported analyses (in development)

Scenario and “what if” analyses

It is common for management to want to compare scenarios or have “what if” questions. For example: “What will profitability and cash position look like next year if energy prices rise by 20%?”. “What room is there for salary increases next year?”. These types of questions can be directly answered with a scenario analysis in Smartbooks.

  • Business driver-based scenario analyses
  • Runway analyses
  • Easily share insights as comments on a report

Ad-hoc analyses in Excel or Google Sheets

Smartbooks has add-ins for both Excel and Google Sheets. You can open any report in a spreadsheet to perform ad-hoc calculations and/or combine data from your ledger with other sources. These Excel or Google Sheets overviews are presented in a professional layout and are refreshed within a second.

  • Excel and Google Sheets integration
  • Easily refresh data
  • Maximum flexibility

We understand how difficult it is to provide all stakeholders with the right reports and insights every month without professional software.

Many finance professionals now have fewer worries and frustrations because Smartbooks integrates seamlessly with:

What our clients say about us

Anove

Cybersecurity software

Smartbooks’ SAAS planning module helped us determine our financing strategy. By experimenting with the different drivers you can immediately see what influence this has on our short- and long-term financing needs. This allows us to provide our stakeholders with a more reliable and clear multi-year picture.

Yuri Bobbert

CEO Co-founder

ACE Company

Strategic advisory firm for the financial sector

With Smartbooks, we replaced our ambiguous spreadsheets with a clear management report providing immediate valuable insights.

Arthur Willigenburg

Managing Partner

Risketeers

Talent recruitment for finance roles

Tailored within a day for our company, that’s fantastic!

Sjoerd Blom

Lead Risketeer

Start now and take control!

Finance
Efficiency

$ 25

Per administration per month
+$25 fixed per month

Basic reporting


Finance Professional

$ 50

Per administration per month
+$50 fixed per month

Advanced reporting
and planning

Finance
Leader

$ 75

Per administration per month
+$75 fixed per month

Advanced reporting, planning and consolidating

View the on-demand webinar

‘Reporting, Planning, and Consolidating in 20% of the Time’

At Smartbooks, we know that as a finance professional, you want to be in control.

To achieve this, you need software for management reporting, planning, and consolidation.

The problem is that it is now a lot of work and pressure every month to provide management with flawless reports and relevant insights on time. This is a challenging task every month.

We believe that Excel cannot be the basis for professional management reporting, planning, and consolidation.

We understand how difficult it is to provide all stakeholders with the right reports and insights every month without professional software. Smartbooks is specially developed for SMEs from our experience at larger companies like Akzo Nobel, Philips, KPN, KLM, and Friesland Campina. We make the same functionality available for companies with a smaller team and less budget.

Schedule demo

Schedule a demo to find out if Smartbooks is the right solution for you.

Start free trial

Connect your system and we will set up your management reporting within one week.

Save time and get better insights

Benefit from professional financial reporting, consolidation, planning and analysis.

View the on-demand webinar

‘Reporting, Planning, and Consolidating in 20% of the Time’