DK Software is one of Advise’s integration partners, and together we offer a standard real-time connection between the systems — a solution that has already proven valuable to many managers and businesses.
DK clients can easily connect their financial and sales data to the Advise dashboard and work with it to perform operational and sales analyses. The data is automatically updated daily, and users can also refresh the data manually with a single click whenever needed.
Simple and User-Friendly
Once the integration is active, it only takes a few hours to set up operational analytics with Advise. All DK clients need is a DK+ ID.
Users can organize chart of accounts, customers, and products using a simple drag-and-drop interface and control access to different parts of the system as needed. There’s also the option to integrate with other business systems, bringing all your data together in one place.
Analytics, Budgeting, and Variance Analysis
One of the key benefits of using Advise is real-time access to operational and sales data. You can review activity on all accounts and even view the booked invoices or source documents behind each transaction.
Once you’ve set up your operational and sales analysis, it’s easy to create a budget and then use the variance analysis feature to compare actual results against both previous years and your plan.
Make Informed Decisions
The founders of Advise have worked extensively with financial data analysis for businesses and identified a clear need among managers for a tool that consolidates all key figures in real time — in a simple, time-saving, and cost-effective way.
The system includes a built-in report feature that allows managers to export all analyses, budgets, and dashboards to PDF with a single click. These reports can then be easily shared with company boards or other stakeholders.