GL Analyzer
Bring your clients into focus
Elevate your file preparation process
GL Analyzer is a data model that combines the client GL and CaseWare® to generate valuable insights and analytics in a standardized multi-dimensional report.
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Designed by data oriented CPAs and developed in Excel, GL Analyzer leverages the value of pivot tables and slicers to deliver a familiar yet game changing experience. Unlock the built-in power of Excel to complement and enhance your existing file preparation process.
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Join the revolution of data-focused professionals and equip your staff with GL Analyzer to secure the competitive advantage that comes with a more efficient and insightful process.
Why You'll Want it
Profitability
Expand your margin as staff and partners alike become more efficient with file preparation and review. With the client GL neatly summarized in Excel you'll eliminate the need to dig through backups, facilitate faster partner reviews and pose fewer questions to the client. Exploiting the power of GL Analyzer has resulted in efficiency boosts between 20-35%! With numbers like these your firm will see higher margin engagements, more time available for other files and ultimately higher profitability and return on equity.
Client Retention
Provide clients with more than a set of financial statements. Conduct data-driven, meaningful discussions with your clients and equip them with the information they need to be an effective owner. Cement your position as a business partner by surprising your clients with insights they may be overlooking.
Ease of Use
Integrates seamlessly into your existing process with no new software to learn. Since GL Analyzer is based in Excel you can simply include a copy of it in your CaseWare® file. Navigation is a breeze with pivot tables and slicers arranged in an intuitive layout allowing you to dynamically cross filter reports and get the answer you need quickly.
Professional Development
Watch your team advance their skillsets as they focus less on formatting data and more on value add client service. Empower them to exercise their professional judgement and skepticism in ways not possible with traditional tools. Quality of work and job satisfaction invariably rise when immersed in a data rich environment.
How it Works
Account Analysis Dashboard
Unlock the power of Excel with GL Analyzer's standard client dashboard. Interact with multi-dimensional reports to quickly identify patterns, exceptions, and trends that you can compare with your expectations. Load multiple years of data to get a true picture of your client's business over time while slicing, pivoting and toggling the GL in ways not possible with client backups alone.
Drill down and Export
Drill through the hierarchy from 'Summary' to 'GL Detail' to 'Journal Entry' to review granular activity or the other side of an individual transaction. Better yet, group journal entries together and capture all sides of each transaction. Dump filtered transactions into a standalone file for further analysis and inclusion in your file. With, automatic breadcrumbs you'll always have an audit trail of how the data was sourced.
Compatibility
GL Analyzer comes with a library of prebuilt data cleansers that convert GL data from your client backup into a standard format that can be analyzed. Cleansers are available for common accounting software packages such as QuickBooks®, Sage®, MYOB® and many more. If we don't already have it, we'll build you a custom cleanser at no charge*. If they can export data (eg. Excel, CSV, Text, etc.) you can use it with GL Analyzer.
Microsoft Excel
Did you know the most used feature of any analytics software is "Export to Excel"? With GL Analyzer you will skip the middle man and review the client GL directly in Excel without the need to open another application. Empower your team to work faster with the standardized and familiar yet powerful approach of GL Analyzer.
*One custom cleanser per year at no charge.
See GL Analyzer in Action
Can a supplementary data model really revolutionize your business? If we hadn't built it, we might not believe it ourselves.
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Request your live demo with our team today. You might just decide it's (almost) as invaluable to your firm as you are.
Testimonials
We 100% have a competitive advantage over any firm not using GL Analyzer. It has changed the way we work through a file.
Engagement Partner
Our billings have significantly outpaced costs in the past few years which we largely attribute to efficiencies gained from GL Analyzer. We've measured the change and expect we are between 20-30% more efficient with our engagements.
Engagement Partner
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We use GL Analyzer on all client year end files. No exceptions... unless of course the client is using a physical ledger book.
Engagement Partner
I've caught client adjustments that I would have definitely missed without using GL Analyzer. It's just so much easier when you can see the transactions laid out by period and filter to multiple accounts simultaneously.
Staff Preparer
I like the analytics, comparing income and expenses from one year to the next. Without preparing separate excel spreadsheets for individual accounts. It is all in one document, is easy to navigate and the way it is set up it is very user friendly.
Staff Preparer
I need more than a set of financials and tax return out of my accountant. I trusted my accountant to being with, but now that they’re using a progressive, data focused platform to help advise me on important decisions, I view them more as a business partner and less as a third-party.