Pilot Program
Customer Analytics is currently conducting a pilot program for our Transaction Analysis, Reporting, and Forecasting software.
This is a service for small businesses which greatly simplifies, and increases the accuracy, of handling banking transactions, and provides detailed reporting and forecasting services.
Transaction Analysis
Most banks provide transaction downloads in formats that contain the cryptic details their systems require, but are difficult for use in a small business.
Our Analytics module simplifies these transactions and assigns understandable descriptions and Chart of Account categories increasing their value to your business.
Reporting
Reports can be generated for any requested time period:
Chart of Accounts
Profit and Loss
Statement Reconciliation
Vendor Analysis
Expense to Sales
Budget
and more
Forecasting
We can help you identify trends in your transaction data using moving average calculations based on specific transactions, Chart of Accounts categories, or groupings you define, and supports seasonal adjustments if needed.
This can provide early notice of a changing business environment.
Pilot Program costs
Your participation in the Pilot will have a direct impact on the software. We will be working closely with participants improving usability, and identifying enhancements.
Because we value your feedback, there will be no cost during the Pilot, and after the Pilot you will receive preferential pricing.
For more information
Reach me by cell (below) or email: kromanko3@icloud.com
We can schedule a short call, a webex for a short demo, or if you are in SE Michigan we can discuss in person if you prefer.
Kevin Romanko
586-675-5221 (7am-9pm EST only please)
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