Corelytics / SYSPRO Partnership for ERP with Financial Insight

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Financial Dashboard by SYSPRO

In Partnership with Corelytics

Bruce Wilson: Product Marketing, SYSPRO

Frank Coker: CEO, Corelytics

Announcing

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 youcompare to industry peers

SYSPRO’s New Partnership with Corelytics Financial Dashboard

Agenda

Target user of dashboard

Dashboard purpose introduction

Demo – The Outdoors Company

Pricing

Next steps / Summary

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

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

Demo – The Outdoors Company

Initial Setup

1

2

3

Export a 36 month Balance sheet and P&L to a spreadsheet.

Copy data to import template.

4

Create account

Upload

5 Configuredata map, goals, users, etc.

Financial Reports

$249 – Vital Signs Report

$249 – Financial Forecast Report

Free for new dashboards before December 20, 2013

Exclusive Pricing go to SYSPRO.corelytics.com

Subscriptions

Corelytics Financial Dashboard $119/mo(4 users)

Initial setup: $299

* - Volume discounts for consultants & advisors- Custom analysis and reporting available

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

Corelytics / SYSPRO Partnership for ERP with Financial Insight

Business

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