No matter what kind of company, the financial staff has always been a screw role, the division of labor is very fine, it is likely to appear a situation: do internal accounts do not know to do external accounts, cost analysis do not know to do consolidated statements.

The reason for this situation is that it is difficult for one person to be responsible for all financial statements because of the jumbled and complicated work of financial statements.

Like I have a careers before company treasurer, basically I have to work overtime every night spent in the company, Excel to do more and more, but with the rise of the business, Excel is more and more difficult to support, plus the salary is not high, director advised along while also will add 200 pieces of wages, finally the treasurer quit true to can not stand.

The director thought it was very simple to recruit another finance staff, but as a result, due to low salary and heavy workload, he failed to recruit staff. Finally, he changed the recruitment from one to two, and from two to five.

The final report of the finance department work more and more bloated, later also specifically for a person to do statements audit, but because Excel can’t achieve platform management often wrong, these parts we feel tired to communicate with financial 10 times, financial and human cost increased more than four times, finally cause confusion, the company now estimate has failed.

Later, I changed to a new company. The financial department of the company did not simply use Excel for report development, but BI report software system. In addition, the presentation form of report basically did not use dense data tables, but used charts to express data information.

Consider the following corporate balance sheet:

Compared with ordinary Excel report development, this form of financial statement is more satisfactory to the boss. The financial department can carry out visual analysis according to different needs and use multidimensional data visualization charts, which greatly improves the communication efficiency between departments.

Easy to use report platform

The professional reporting platform used by this company is the well-known FineReport in China, which can basically replace Excel as the reporting platform of the company. The company basically builds data analysis reporting platform, financial platform, filling system and so on by FineReport.

Compared to Excel, private FineReport has the following features:

1, the cost of learning is relatively low

The interface is basically similar to Excel, but the functionality is packaged and no programming language like VBA is required

2. Report visualization

This software is aimed at Chinese-style complex reports, and there are three report development modes, among which I highly recommend the decision report, which basically drags data onto the canvas, so that the original form with a very low level of appearance instantly becomes a tall visual cockpit

3. Data filling

Excel could not fill in data at all before, and basically relied on manpower to send out Excel sheets one by one, which was easy to make mistakes. Later, with FineReport, data entry could be realized directly with the filling function, and there was no pressure after linking with the database.

4. Weekly and monthly reports

Not only financial personnel, many people in the company have to make weekly reports, monthly reports and quarterly reports. In case of large companies, they also have to do a lot of repetitive statements. If they do not use report templates, the cost can be huge.

Excel is difficult to use as a template, but FineReport can be used as a template for all weekly and monthly reports.

5. Development of financial statement platform

The statement analysis platform is difficult to be realized with Excel, but the financial department is usually the first department that the enterprise statement development platform cuts into. The first thing is to figure out what kind of content and data the financial statement should output.

Here are some more technical frameworks for common analysis platforms:

conclusion

Excel is indeed inefficient in report development. However, if you can use professional report tools like FineReport, you can not only directly connect data from the database and use templates to generate reports in batches, such as daily, weekly and monthly reports, but also have simpler operation and faster functional templates, which are very suitable for financial personnel to use.

In addition to individuals, as an enterprise-level application platform, it is more efficient. Relying on the visual reports developed by FineReport, leaders can quickly find data value according to business conditions and provide basis for enterprise decision-making.