Accounting
PANALITIX Accounting Application Now Available at Intuit Marketplace
Armed with real time data, PANALITIX provides CPAs with the answers on how to help their clients improve their business by serving up content from its online learning library, LearningHUB. The library contains over 130 hours of e-learning on how to ...
Jul. 12, 2016
PANALITIX has announced the availability of its subscription-based community for accountants and financial advisors at the Intuit Marketplace. The website is a longstanding aggregate market of best in industry software to enhance a variety of business functions. PANALITIX software syncs with QuickBooks Online, Xero, and MYOB accounting solutions.
In conjunction with its availability through the marketplace, PANALITIX also received a nomination for the User Favorite Awards in the Business Intelligence category. Designed to honor elite accounting technology solutions, the Accountex award comes directly from user votes, with only one award in each category.
“The PANALITIX business intelligence application gives accountants all the tools necessary to provide higher value services to their clients,” said Co-Founder and CEO Rob Nixon. “This is necessary in today’s market, where accountants have transcended beyond the traditional bookkeeping and reactive calculation roles and have become proactive business advisors. PANALITIX is dedicated to empowering accountants, and business intelligence functions are a key way to do this. We couldn’t be more honored that our users agree.”
Armed with real time data, PANALITIX provides CPAs with the answers on how to help their clients improve their business by serving up content from its online learning library, LearningHUB. The library contains over 130 hours of e-learning on how to improve a CPA firm, create capacity and then grow the firm by offering business advisory services. In addition, the Firm dashboard neatly presents and highlights client targets versus actuals, with all clients consolidated on a single dashboard, irrespective of which cloud solution they employ. Using the client dashboard, accountants can view active alerts, review financials, and reference advice to adjust Key Performance Indicators (KPIs) tracking below target opening up powerful accountant-client conversations and highlighting ways to improve performance and promote future growth.
PANALITIX allows accountants and other financial advisors to more effectively manage client accounts. With access to real-time snapshots of client portfolios, accountants can see how clients are tracking, monitor their business performance and take appropriate actions, all from one easily navigable screen. The PANALITIX platform syncs with QuickBooks Online, Xero, and MYOB accounting solutions, offering a broad range of features that can be privatized for client’s unique needs