How it Works
Creating clarity from the complicated
Bookr financial analysts and accounting specialists record your company’s transactional data into our secure and proprietary “data ingestion engine”.
Our financial analysts and accounting specialists then assign attributes to your company’s transactional data that will allow our “Canvas” to interpret transactional data for accounting, finance, and operational purposes.
Bookr relies on the same warehouse of “synchronized” data to ensure business intelligence reporting on the Bookr canvas will always reconcile to the data exported to the Company’s accounting system.
Bookr provides curated management dashboards / FP&A tools, etc. based on accurate historical data.
Bookr Canvas
Key Features & Capabilities- Push-button, audit-ready GAAP financial statements
- On-demand visualizations of historical performance across all time periods (sales, opex, margins, etc.)
- Forecast Buildr – build forecasts using your own historical performance and multiple variables
- Sales & gross margin analyses by customer, channel, sales rep, influencer, geography, etc. (any variable)
- Track inventory production / consumption by location, input, etc.
- Complete management of your payables cycle (input invoices for approval & payment)
- Complete management of your billing cycle (invoice preparation for approval & billing)
- Manage all customer & supplier agreements in one dashboard
- Manage all leases, debt and equity agreements in one dashboard
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“Typical” Team
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Same Team – with Bookr
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CFO / Decision Maker
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Controller
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Senior Accountants
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Bookr Analyst Team
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Data Analyst
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Bookr Analyst Team