Why Smartbooks?
A complete system for financial and business control processes. Smartbooks is built for controllers in mid-sized companies who want to professionalize their financial and business control — without long implementation projects or dependency on IT.
Part of our comparison of financial and business control software.
In short
For mid-sized companies with multiple entities and a dedicated controller, Smartbooks is the most complete solution for all financial and business control processes. One platform for consolidation, month-end close, planning, analysis and management reporting — with finance-specific logic and a fast, lightweight implementation.
Who is Smartbooks built for?
Smartbooks is built for a specific type of finance team. Below you'll see whether you fit the profile.
Smartbooks is a fit if...
- You consolidate multiple entities or cost centers monthly — most customers have 5 or more
- Your month-end close takes the finance team multiple days of manual work in Excel
- You want to get rid of version chaos and manual checks in consolidation
- Management expects reliable monthly numbers, available quickly
- You want to professionalize finance without a six-month implementation project
Smartbooks is less of a fit if...
- You're looking for a central BI layer for all operational and non-financial data
- You need enterprise consolidation at SAP or Oracle level
- Finance already works in a dedicated CPM platform and you're happy with it
What customers say
"Our month-end close runtime has been cut by five days. Reports are now standardized and trust in the numbers — and in the finance team — has clearly grown."
"Our actuals and budget model are now in one system. Every month we see directly whether we're hitting our targets, including a current forecast of revenue and profit for the full year."
"The planning module helps us with our financing strategy. By experimenting with drivers we see directly what it does to our short and long term financing needs."
"We replaced our messy spreadsheets with clear management reporting with valuable insights. Finally one place for our numbers."
"Smartbooks was fully operational within two weeks, with minimal effort from our team. The monthly consolidation of ten entities has become significantly faster and more reliable."
See Smartbooks in action
See Smartbooks in action, in 30 minutes
In our on-demand webinar we walk you step-by-step through automating consolidation, reporting and cash flow.
- Demo in a real multi-entity environment
- How to shorten your monthly close by days
- Real-world examples from finance teams like yours
Free Whitepaper
Discover in our whitepaper how AI is transforming the financial sector and how your organization can benefit.