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What is Financial Templates

An IFRS Financial Reporting and Consolidation System

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  • Financial database with all figures stored in a secure database
  • Takes complexity away from user, guided input of raw data from user which facilitates efficiency, completeness and correctness
  • Configurable, powerful Statement and Note calculation engine - all rules included and maintained as per IFRS standards
  • Built-in logic generates system journals automatically to handle rounding differences and exchange differences in primary statements & disclosure notes (118+ rules/journals)
  • Easy customization for Management Reporting
  • Built-in consolidation logic generates Consolidation Journals automatically
  • Visualization through Microsoft Excel Templates. A full set of statements is presented through Excel while information is stored in the database
Tabs
Financial Reporting
Consolidation
Audit Assistance
Management Reporting

Generate an accurate and reliable full set of Financial Statements in minutes. Utilize the Financial Statements templates to review, validate and publish the results.

Advanced validation features combined with sophisticated accounting logic prompts for errors or inconsistencies. Automated publishing eliminates the need to select which notes participate in published accounts. Use the Audit template to help you through the audit procedure.

Simply refresh the IR4 template to prepare Tax Returns in printable and xml format for automatic upload in TaxisNet.

A number of Microsoft Excel Templates are provided with the system. Each template provides the functionality, validations and publishing features required to accurately prepare and publish your results while minimizing your effort.

  • Financial Reporting
  • Consolidated Financial Statements
  • Audit Assistance
  • IR4
  • Management Reporting

WORK EFFICIENTLY, WORK ACCURATELY

Importing data

- Extensible to import TBs from any accounting package

- Load a TB from Excel in seconds

- Screens designed for fast Data entry

Import TB, process, view results in minutes

No end-of-year procedures

Fast one-off setup of a company

- No need to review mapping time after time

- Map once, the system knows what to do

KEY FEATURES

Built-in IFRS logic

The system includes all required logic to handle financial statements and notes as per IFRS standards, handling complexities for you

Full integration with excel

View the results from your favorite tool, Microsoft Excel. Simply open the provided Excel template, select the reporting period and refresh.

Flexible & extensible

No task is too complex for Financial Templates. Upgrades for new IFRS's are prepared by qualified Accountants and are distributed through our convenient automatic upgrade capabilities. Custom templates require no technical background. Simply use Excel and create a new template with a few clicks.

Minimum input required

Centrally controlled input checklists

Sophisticated report definitions

Map once and forget, e.g. Directors’, VAT accounts

Automatic System Journals

Auto-system journals handle every possible exchange difference caused by subsidiaries’ different reporting currencies - simply upload the subsidiary’s TB in local currency and let the system do the rest

No hard-coded figures to balance any statement or note

Rounding

Rounding differences handled automatically at all levels

Publishing

High Quality publishing, printing, export in PDF

True accounting logic preventing mistakes to go through

No cumbersome year-end procedures

True multi-language support

Business Intelligence Advice’s Financial Templates ™ software makes financial consolidation and reporting easy.

By combining the power of Microsoft SQL Server ™ and Excel with a set of tools designed for Financial Controllers, Financial Templates provides a solid framework for financial reporting and achieving IFRS compliance.

Rule based consolidation engine generates the consolidation entries automatically. Simply import the Trial Balances of the group member companies and fill-in the required input data from the templates provided.

  • Intercompany Transactions
  • Cost of Control
  • Foreign Subsidiaries
  • Non-controlling Interest
  • Unrealized Profit
  • Associates

The consolidation rules included in the system were developed by qualified Accountants and ensure complete and accurate handling of the complexities involved in typical consolidation scenarios including foreign subsidiaries and associates and changes in group structure.

No specialized IT background is required in order to understand or learn how to create such formulae. These formulae consist of easy-to-read keywords called “variables” and functions similar to the functions of Excel. These functions abstract much of the calculations required making it easier for the user to define a rule without having to worry about the calculation.

The Audit template is fully connected to the same database where the data for financial statements is calculated and stored. Pre-built formulae perform calculations to facilitate audit tests as those are suggested by your audit program.

By combining the power of Microsoft SQL Server ™ and Excel with a set of tools designed for auditors, Financial Templates provides a solid framework for compliance or substantive testing to be in line with ISA and ISQC requirements.

The template is designed in such a way as to offer practical assistance in finalizing Financial Statements (if this is the target) or be used as Audit test tool during Auditing of Financial Statements, e.g. Preliminary Analytical Review: Can be used as guidance for corrections / adjustments needed or for identification of audit risk areas.

The audit tests were developed by qualified auditors and ensure accurate handling of procedures in typical audits. The system is user-friendly and extensible, allowing the design of reusable custom audit tests or evidence gathering & documenting without any specialized IT background.

  • Audit assistance template
  • Lead schedules
  • Agreement of opening balances to last year’s FS’s
  • Preliminary & Final Analytical review, including ratios
  • Calculation & evaluation of reasonableness of depreciations
  • Debtors / Creditors agreement of control accounts with lists of balances
  • Taxation
  • Inventories
  • Extended TB view
Audit Checkmark

Single version of the truth - The problem with most management reporting systems is that results do not match the company’s Financial Statements. Not anymore! Financial Templates ™ guarantees consistent results every time.

Key Performance Indicators - Help your firm define and measure progress toward your goals! Any KPI suitable for your needs can be accommodated in our reports.

Graphs - Graphical representation helps financial managers identify trends and relationships. Visualize any financial data using Excel’s build-in graph tools.

Ratios - Ratio analysis is a useful tool to evaluate the financial results of any business in order to gauge its performance. Through accounting ratios we can offer an invaluable insight into the business' performance.

Monthly or quarterly reporting is a valuable tool for any manager. We recognize the need for timely and cost effective reporting; therefore we have designed a flexible and user friendly tool, utilizing Excel to view results, analyze profitability, cash-flows and financial positions in various dimensions. By making sure that management reporting uses the same financial information used in the company’s Financial Statements, single version of the truth is guaranteed. This is made possible using Financial Templates ™ sophisticated financial reporting engine. Results you can trust… with a management spin.

The rule-based engine of the system can be used to automate any task. You need to allocate costs/income per project? No problem! We can build the rules and an input template for you and the system will do the rest!