Xport - Mobile App

We developed our Xport tool as a way to provide our clients with greater insights and information to pair with our world-class service. Our Xport platform is a web-based, proprietary tool that we built to sit on top of our ERP system which provides our clients with the ability to drill-down into their financial reports (all the way down to an invoice image), a report repository of all reports that we have delivered to them during the course of our partnership, as well as an online Accounts Payable approval workflow and cash control for invoice payment selection. This tool enables our clients to have as much, or as little, control and involvement as they choose to have in the processes they have outsourced to us. Our Tools enables the one-dimensional data that is delivered through a financial statement to actually come alive and become actionable for our clients. We are able to accomplish this through our exclusive CFO Dashboard, coupled with a myriad of standard reports available around the P&L Statement, Balance Sheet, Cash Flow Statement, key KPI’s and other essential client business metrics. Each dashboard report provides a mixture of graphs and charts plotting and comparing business success against other locations or managers internally, as well as comparisons against last year’s performance, or against budget numbers or even industry benchmarks. The results are presented in a visual manner that allows even those users that may not be financially savvy to understand where their challenge areas are versus where the business is doing well. The end goal is to help clients, no matter their level of business and financial knowledge, to understand where to focus their time and energy within their business to make any adjustments needed to ensure their continued growth and success.