Deeper minds

Financial advisor

Export your reports from your accounting system into the office’s folder, and the advisor reads them and answers your questions: where the money went this month, what changed since last month, and what deserves your attention now.

Built with your company, for its work

What the office handles

  • A morning summary of the figures that matter
  • A monthly analysis: revenue, costs, margin, and what changed
  • Plain answers: “Why did profit fall this month?”
  • Suggestions built on your figures, each with its number
  • Alerts on late receivables and unusual expenses

What awaits your approvalIt only reads your reports: it posts no entry and changes no figure.

What the work looks like

The shape of the monthly report

The report’s sections, shown without figures; yours come from your own reports.

The monthly report Reads, never writesIllustration
  1. 1SummaryThree lines: what changed this month, why, and what deserves your attention.
  2. 2RevenueBy activity and customer, against last month.
  3. 3CostsThe largest items, and those above their usual level.
  4. 4Margin and cashGross and net profit, available cash, and late receivables.
  5. 5SuggestionsEach suggestion with its figure from your reports, and its expected effect.

Request a demo

We’ll show you Kader at work and answer your questions.

info@uts.qa