Siegel Solutions offers Custom Excel Reports and Excel Expertise
We can build specialized Excel reports that utilize macros and advanced formulas to display your financial data in the most usable way to suit your business needs.
Through the use of advanced Excel programming, we can link these spreadsheets to your QuickBooks data and have the ability to push/pull live data between Excel and QuickBooks to simplify tasks that require large entries in QuickBooks or to create reports with up to the minute financia data.
- Prepare large journal entries in Excel and have them push into QuickBooks; this is useful for large payroll entries etc.
- Create an Excel template for Quotes, Sales Orders, Invoices, P.Os or Expense reports and have them push into QuickBooks.
- Pull data out of QuickBooks into an Excel file to show budgets verse actuals, perform automatic data analyses or other analytics.
- 4 Year Financial Models* Comprehensive financial model with full financial reports historic and budget with scenarios comparisons and live graphs.
- Razor Sales* Relatively simple report that can analyze and display data by various ways periods/products/markets/quantities/US $ in table or by Graphs.
*These files are not necessarily connected to QuickBooks though we could make the connection.