VertexCFO offers an all-in-one financial reporting system that gives clients access to the information they need. CEOs and executives use VertexEDGE reports for strategic decision making, performance monitoring, cash flow management, cost control and efficiency, investor and board communication and risk management.
Dashboards & KPIs
Simplifies financial reporting and analysis empowering stakeholders with the information they need to make sound decisions and know where they are against plan.
- Ability to build company-specific dashboards focused on critical financial aspects of the company including the balance sheet, profit and loss and cash flow statements
- Easily compare month over month data and identify important trends
- Develop key metrics that are important to track, including annual recurring revenue, monthly recurring revenue, gross profit margin, days sales outstanding and more
- Provides a data-driven narrative for financial reports and investor meetings
Financial reporting
Automate reporting and analytics and compare actuals to budget along with multiple planning scenarios to make informed business decisions.
- Easy to digest summary financial information delivered monthly
- Comprehensive reporting packages on a MTD and YTD basis
- Visually appealing and easy to understand graphs and charts
- Enables cash flow management to ensure there’s enough liquidity to meet obligations
Budgeting
Build dynamic budgets to ensure you stay on track to achieve your financial goals.
- Evaluate resource allocation across departments or projects
- Identify under performing segments or cost overruns early
- Allows for accountability among departments
Forecasting
Spend less time updating and rolling forward your forecasts and more time analyzing. Easily adjust mid to long-range plans and rolling forecasts and keep a constant pulse on your cash flow and working capital assumptions so you can make confident decisions.
- Enables long-term planning based on actual vs. projected performance
- Helps in planning for seasonal fluctuations or unexpected downturns
- Informs M&A, expansion, or cost-cutting decisions
Contact us to learn more or schedule a demo to gain an edge using VertexEDGE.
VertexCFO specializes in making sense of complex financial information, providing CEOs and entrepreneurs sound data to run their businesses – including budgeting, forecasting, cash management, and accuracy of monthly financials. vertexcfo.com provides finance and accounting services in the capacity of outsourced CFO, outsourced controller, interim CFO, interim controller, part time CFO, part time controller, fractional CFO, fractional controller and temporary CFO services.