Scott's Add-ins

Regularly creating financial reports for your clients? Then you’re probably all too familiar with tools that deliver generic reports.  With so many options, it’s easy to get stuck with: 😮💨 Tools that don’t integrate well with QuickBooks/Xero 😮 Reports that lack the customization your clients need 💨 Interfaces that are anything but user-friendly Don’t settle for generic reports, and choose the right financial tool for your client's needs. Read more in the comments👇

A study found Excel autocorrect errors affected 31% of analyzed articles.  Mistakes can be costly, sometimes millions. Crypto.com lost $10.5 million due to a simple keying error. Yet Excel still remains a top tool for reporting. 💪 The key? 🔑 Building sound, error-proof processes with Scott’s Add-Ins around your spreadsheets. Read more in the comments 👇 

There’s a big difference between cookie-cutter reports and tailored ones. So what happens when off-the-shelf solutions promise quick results but fall short?  Find out what financial reporting tools work best for financial advisory.  👇 https://lnkd.in/dKVhYfaV 

Relationships are the core of the accounting industry, but it’s not just clients that we should be paying attention to.  The relationship between an accountant and their software is the beating heart of the: 🥇Value 📈Profitability  🚀Efficiency Of every practice.  And – let’s be honest–some of the relationships are… not great.  Particularly when it comes to reporting apps.  What do you think is the #1 shortfall of reporting apps built for finance professionals?  Read more: https://lnkd.in/ecMHzZU6

Excel or Apps: What's best for your business? 🤔 Providing your clients with the unique, detailed financial reports they need is easy.  The right tool, whether it’s Excel or apps needs to:  ✅ Be scalable ✅ Provide real-time reporting ✅ Integrate financial data from multiple sources Learn more in the link in the Comments.

AI in accounting is all talk and no substance. While many market it as transformative in accounting (Syft Analytics we are looking at you) it just doesn’t work. Training takes ages, yet AI still fails to understand context, often needing a lot of manual corrections in your financial reports on your end. Why settle for tools that don’t understand your business? More in the comment 👇

Ever wondered how much glue to put on a pizza? 🤔 According to AI, 1/8th cup of non-toxic glue is just about right to keep the cheese from falling off.  So what does this mean when we ask AI to process financial data?  In accounting, AI is marketed as a revolutionary tool, yet it still falls short, even after extensive training, and manual corrections. How much time are you REALLY saving with AI after manual adjustments? 🤔  https://lnkd.in/gNDcQjQs 

Excel is a powerhouse when it comes to providing insights to accountants for advisory services 💪 Learn how Andersen in the United Kingdom revamped their client reporting with Scott’s Add-Ins, eliminating manual bottlenecks and enhancing data retrieval processes 👇 https://lnkd.in/dKVhYfaV 

As soon as you create a management accounts report, that data is already becoming outdated by the minute.  That management accounts report you sent your client?  Already out of date.  For real-time financial decision-making, this static snapshot is a handicap.  You end up trapped in a loop:  Logging in to Xero and QuickBooks, and downloading report after report, just to import data into Excel to keep your reports current.  In a profession where real-time data isn’t just nice to have, but necessary. It’s critical to have a workflow that’s as up-to-date as the financial advice you ultimately give your clients.  Use an API-driven integration to connect Xero or QuickBooks data to Excel. Find out more: https://scottsaddins.com/ 

Excel is still the top choice for firms that offer custom advisory services. Why? There’s a world of difference between a cookie-cutter cash-flow report…  …and a tailored analysis that reveals mission-critical information that your clients really need. Find out how to create tailored analysis your clients will delight 👇 https://lnkd.in/dKVhYfaV