Financial Planning & Analytics: 1-Hour Assessment


Review your current financial reporting & analytics processes and identify areas of improvement in report design, budgeting process, source system integration and analytics in a 30-minute session

For over 10 years Managility has specialized in improving our clients financial reporting and planning processes through automation and enabling financial professionals to focus on analytics as opposed to wasting time on menial report and budget creation.

In this 30-minute session we will review your current financial reporting and analytics processes and provide you with a detailed SWOT analysis.


  • Potential savings in data collection and integration processes
  • Areas of improvement in report design
  • Options to avoid menial efforts in budgeting/forecasting processes
  • Assessment if licensed Microsoft technologies like Power BI, Azure, Microsoft Teams and SQL Server are used as effectively as possible
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