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| Do³±czy³: 29 Pa¼ 2024 |
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The consulting company " PROFinans Perviy " is engaged in the implementation of automated financial, management accounting in the work of small and medium-sized businesses, conducting factor analysis, drawing up a financial model and financial planning.
Natalia Vishkina is the head of " PROFinans Perviy " and a partner of the PlanFact service.
Manual automation
Natalia told how her work with clients was structured before the introduction of a special service:
"Automation of financial accounting used to be done using Excel and Google Sheets. It's hard to call it automation, because it's essentially manual work: you need to request the download of a large array of data, monitor the accuracy of entering numbers, and there was little time left for generating three reports and highly skilled work - planning and strategic analysis."
Natalia learned about the existence of the management accounting automation service from her colleagues:
“Based on the principle of ‘trust but verify’, I bought an account for myself first, to make sure it was really convenient.”
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Why does a financier need PlanFact?
Independent work in PlanFact allowed Natalia to evaluate the advantages of the service and understand how much it could help her clients.
1. Automation.
"All the information is at hand, you don't need to request cumbersome downloads, you can work quickly. Thanks to automation, the average cost of an hour of my work increases. I don't waste time on the operating system, I do analytics, I train entrepreneurs and owners. They can also focus not on the operating system, but on the development strategy. And I don't have to waste time on entering data, collecting reports, I mainly do highly qualified financial planning and analysis"
2. Ability to implement rules.
"If there are keywords in the payment order, I can automatically record this in PlanFact. Incoming transactions will be automatically distributed to the income and expense items specified for them"
3. Separation by projects. Possibility to control the marginality of individual areas.
4. Ability to plan and control cash.
5. The income statement can be website development service prepared using the accrual method.
"This is very useful in the construction industry and in projects where the transaction cycle is long. It helps prevent cash flow gaps"
6. Integration with amoCRM.
7. The service is convenient for working with the self-employed, because it offers integration with personal cards.
What do PlanFact and iPhone have in common?
Natalia compares working in PlanFact with using iOS:
"When I recommend PlanFact to clients, I compare iOS and Android. Both work, but if you want to quickly figure it out and implement the service without problems, you need to choose PlanFact with its intuitive interface and uninterrupted operation:
- the service has been on the market for a long time, this is software that people work with for a long time;
- the fastest and highest quality technical support;
- stable operation. There are no failures that cause information to disappear. For a financier, losing entered data is a serious problem"
Partnership Terms
Natalia was enthusiastic about the opportunity to become a partner of the service. According to her, it is nice to receive bonuses for what you would do anyway: for implementing PlanFact into the work of your clients.
"An important advantage is the presence of a separate client manager. He is always in touch, solves any issues. It happens that I have not yet managed to pay the invoice, but access is already open to me.
The invoice is issued immediately with a discount, accordingly, I can immediately take the difference for myself as income. That is, the client has not yet used the service for 3 months or six months, and I already have money for this period.
It is convenient to be able to track your clients in your personal account, no additional CRM is needed.
The partnership itself is processed quickly, within 24 hours"
Customer convenience
Natalia Vishkina explained why using the service makes the work of her clients easier using the example of a network of dental clinics:
"The company had several different CRMs, everything was automated to the maximum, but not management accounting. In order for me to make three main reports, the company's employees have to upload data to Excel. We implemented PlanFact as a basis. What did this give the client? Firstly, there is a chat bot, this allows receptionists to immediately deposit cash. Secondly, the accountant has quick access to accurate financial data. There is no need to upload them from 1C. Thirdly, reports are compiled promptly. This is a saving for the entrepreneur. |
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