Simplified Custom Reporting

Get deep insights into your business right out-of-the-box

Overview for CEOs

Automated Reporting

Industry leading dashboards provide targeted interaction with flexible prompting so each dashboard does the work of several

Dashboard types include: Financial, Operational and Sales with drillable income statements and balance sheets plus blended ratios

Email alerts – set alerts and get an email when pre-set thresholds are crossed

Schedule engine allows you to send reports to your inbox daily, or as needed

Integrated syncs run overnight and sync 3rd party data automatically

Budget Data

We pull-in your QuickBooks, Excel or external budget data to blend with your actuals

Visual Composer

Your business is growing because of the way you do things. Bison doesn’t do cookie cutter either – view your reports your way

Drag and drop dashboard creator lets you create dashboards to track your KPIs

You can even create dashboards blending financial and operational data together

Or combining your QuickBooks data with any other data

If you need highly-specialized reporting, just contact us to build it for you. Usually in a few hours

Import custom fields and filter your reports by them

Bison In Action
More Details for CFOs »

Create Custom Dashboards

  • Bison allows you to create whatever dashboard you want in your browser
  • Just drag and drop to create your own drilldown from macro to micro level
  • View all company files as you prefer, either consolidated or in comparisons with supporting transactions just a click away
  • Create your own custom portal populated with the dashboards you want, linked however you want with all the custom calculations you want
  • Display your most vital dashboards immediately upon login

Integrate 3rd party data like Excel with ease and blend with QuickBooks data

  • Create custom hierarchies, make custom fields, pull-in external data on the fly
  • Using APIs, Bison can pull data from nearly any 3rd party systems that house your other critical data and report it right next to QuickBooks data

Custom Calculations

  • Bison’s calculation capabilities far exceed Excel — especially its ability to perform multiple layers of calculations simultaneously and precisely

Compare Company Files

  • Compare two or more company files in separate columns on a report or dashboard
  • Change prompts on the fly and discover your business drivers
  • Use pre-built reports as a starting point to build your own reports
  • Easily integrate third party data into a dashboard with or without QuickBooks data
  • Pull in all available QuickBooks data with complete details of all transactions

Fiscal Calendar

  • If you prefer to align reporting with your fiscal calendar, it’s a snap with Bison

Write-back Options

  • We can create simple applications that collect data from the field or locations for you to view in dashboards or with your QuickBooks data
  • For example, collect POS data across multiple stores and use it to create trend dashboards across your enterprise

Want to know more? On To Experts On Demand >>