Accounting Forecast Revisions and Comparisons – for a mid-sized Non-Profit Organization
The Finance Manager of this organization was looking for more data analysis and reporting flexibility than their accounting software (Sage 300) could easily or inexpensively accommodate.
In this situation, the organization regularly looks at multiple versions of forecasts – the original projections, compared against quarterly updates, or compared against a new projection based on new data as soon as it appears. They also have department rollups that their accounting software couldn’t produce automatically. Until now, the organization had been exporting their data from Sage into a spreadsheet and manually, painstakingly, and ‘time-consumingly’ trying to project all of the impacts and ripples.
Now, using FreeSight, data is automatically imported directly from Sage 300, and with a few clicks, any ad hoc query and comparison can be explored. FreeSight has turned days of work into minutes.