Corelytics / SYSPRO Partnership for ERP with Financial Insight

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Better insight, better decisions. See where your business is headed before it’s too late
Integrate with ERP data. Financial data today; operations data, CRM data next
Increase accuracy. Even if your books aren’t organized, Corelytics standardizes and flags problems
Rally your team. Intuitive visual reports share important directional trends and insight
Benchmark. compare your financial performance with peers, compared to your goals

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Corelytics / SYSPRO Partnership for ERP with Financial Insight

  1. 1. Financial Dashboard by SYSPRO In Partnership with Corelytics Bruce Wilson: Product Marketing, SYSPRO Frank Coker: CEO, Corelytics www.syspro.com Copyright © 2012 SYSPRO All rights reserved.
  2. 2. Announcing SYSPRO’s New Partnership with Corelytics Financial Dashboard Now, owners can blend predictive analytics with ERP financial data to gain important business insight. Trends are visually displayed Forecasts tell you where you are headed Benchmarks tell you how you compare to industry peers
  3. 3. Agenda Target user of dashboard Dashboard purpose introduction Demo – The Outdoors Company Pricing Next steps / Summary
  4. 4. Who the Dashboard is for Dashboarding is for business owners who need to connect the dots and make better decisions with: Forecasting Benchmarks Goal Tracking Connections to their ERP data Owners who need to understand the drivers of profitability and performance Key stakeholders such as lenders, advisory boards, and the internal management team Decision-makers who wish to correlate profitability with other key metrics in their business and their market Advisors, accountants and consultants who help companies manage and improve business performance
  5. 5. About Corelytics Founded in 2005 Headquartered in Bellevue, WA 3,000+ sign-ups Dashboards in 32 countries In over 50 industries Built for small and mid-sized businesses – assumes user is not a financial expert Grand Prize winner of the Intuit App of the Year Award in 2011
  6. 6. Demo – The Outdoors Company
  7. 7. Initial Setup 1 Create account 2 Export a 36 month Balance sheet and P&L to a spreadsheet. 3 Copy data to import template. 4 Upload 5 Configure data map, goals, users, etc.
  8. 8. Exclusive Pricing Subscriptions Corelytics Financial Dashboard $119/mo (4 users) go to SYSPRO.corelytics.com Financial Reports $249 – Vital Signs Report $249 – Financial Forecast Report Initial setup: $299 * - Volume discounts for consultants & advisors - Custom analysis and reporting available Free for new dashboards before December 20, 2013
  9. 9. Summary Better insight, better decisions. See where your business is headed before it’s too late Integrate with ERP data. Financial data today; operations data, CRM data next Increase accuracy. Even if your books aren’t organized, Corelytics standardizes and flags problems Rally your team. Intuitive visual reports share important directional trends and insight Benchmark. compare your financial performance with peers, compared to your goals
  10. 10. Questions? Frank Coker, CEO Corelytics, Inc. frank@corelytics.com www.corelytics.com 425-454-5006 Signup at: SYSPRO.corelytics.com www.syspro.com Copyright © 2012 SYSPRO All rights reserved.

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