Panalitix is a financial planning, monitoring and business advisory tool for accountants, which allows users to monitor all of their clients’ performance and financial status on one dashboard, in real time. Users can customize the information they want to view, as well as the frequency of any email updates.
Integrations with cloud accounting applications, such as Xero and QuickBooks, enable automatic data sync, providing users with up-to-date figures, and allowing users to monitor clients’ KPI performance in real time. Panalitix alerts users of any KPI performance which has dropped below a preset threshold, enabling users to contact their clients flagging the issue, to arrange a meeting or propose corrective actions.
Key benefits of Panalitix
All client information consolidated onto a single dashboard, regardless of what accounting software they are using
Client alert emails can be sent to users as frequently as desired, informing them of how clients are tracking on their KPIs without the need to check the dashboard
Automated alerts inform users when KPI results drop below preset values
Integrations with Xero, QuickBooks and MYOB allow data to auto-sync, giving up-to-date information on how clients’ businesses are performing. For clients without cloud-based accounting software, users can still manually import data for use in reporting and forecasting
The Panalitix TRUST web app integrates with users’ websites, and produces reports outlining current business position with automatically generated recommendations - based on information provided by clients or prospective clients in the online assessment - allowing users to create an implementation plan to achieve the client’s objectives
Pricing starting from:
- Free Trial
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Total features of Panalitix: 2