The Smartbooks knowledge center

Improve your skills as a finance professional with our free knowledge articles about reporting, consolidating and planning.

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  • Smartbooks 2min introduction
    Discover in 2 minutes what Smartbooks can do for you and your organization.

  • Smartbooks Demo – 11 min
    Demo video showing how Smartbooks can help make month-end closing, budgeting, consolidating, and reporting easier and better.

  • Month-end closing Demo – 3min
    Demo video showing how Smartbooks makes the month-end closing easier and faster.

  • Budgeting Demo – 4min
    Demo video showing how you can budget more easily and intelligently with Smartbooks.

  • Consolidating Demo – 3min
    Demo video showing how Smartbooks enables you to fully automate consolidation while gaining deeper insights at a consolidated level.

  • Reporting Demo – 4min
    Demo video showing how Smartbooks allows you to fully automate your reporting. With a report set-up tailored entirely to your preferences.

  • Achieving Efficiency and Effectiveness in Financial Planning & Analysis
    In the realm of financial analysis, particularly when reviewing business performance for the preceding month, precision, relevance, and swiftness are paramount. As a finance manager, your goal is not only

  • Design your bookkeeping process as and end-2-end process
    Record to Report The idea behind the end-to-end (E2E) process concept is to provide a holistic view of business operations, focusing on the complete flow of a specific process from

  • Design your annual planning cycle and monthly budget update as an end-to-end process
    Plan to Perform The idea behind the end-to-end (E2E) process concept is to provide a holistic view of business operations, focusing on the complete flow of a specific process from

  • FP&A Tools & PowerBI: Complementary Forces in Business Intelligence
    In the world of business intelligence, understanding the right tool for the right job is crucial. Among the myriad options available, FP&A (Financial Planning & Analysis) tools and PowerBI stand