With Version 3, FastClose transitions from being a pure reporting solution to the broader realm of real-time Corporate Performance Management (CPM), continuing to innovate and adapt to meet the evolving needs of its growing customer base.
Weak reporting tools often lead businesses to consider duplicating data to other platforms or writing their own SQL queries.
However, these approaches come with integration complexities, data integrity and security risks, additional costs, and require technical expertise.
Using the FastClose Excel Addin, plan budgets, leveraging historical data and then upload to benchmark performance.
Providing access to key organizational information is not risk free.
FastClose utilizes an integrated security framework that not only protects sensitive information but also empowers businesses to maintain control over key reports, graphics, and KPIs.
FastClose embraces Excel as an indispensable tool for management teams, serving as a powerful platform for data analysis, financial planning, and other reporting tasks.
Overcome the limitations of cloud-based ERP interfaces and complex querying syntax whilst eliminating the need for additional data platforms.
FastClose delivered “On-Prem” or SaaS.
Crucial for financial accuracy, yet ERP systems often fall short in this area. Many businesses face challenges with reconciling control accounts and stock balances.
With dedicated dashboarding reports, such as Goods Received Not Invoiced (GRNI) and stock reconciliation, swiftly identify reconciliation discrepancies
Producing consolidated group accounts that include foreign currency subsidiaries with translation of assets and liabilities and P&L accounts at different exchange rates – can be quite complex…
FastClose integrates beautifully with Power BI, serving as a streamlined data source, leveraging our expertise in hiding the complexity of ERP data structures.
It simplifies the data access and shaping process in Power BI, saving up to 70% of development effort.
FastClose spans the full spectrum of Epicor, SAP Business One and Nextworld Reporting and Financial Reporting functionality.
for Report Power Users
Build reports with drill to detail or other related reports. Control and publish to end users. Lock down data in any dimension of your ERP, securing data by such facets as company, cost centre, account code and warehouse.
Reporting live in Excel
Consume FastClose reports directly in Excel. Change dimension filters and run reports live. Combine multiple reports in workbooks.
FastClose gives you the best of both worlds: controlled reports that deliver accurate numbers live in Excel for further analysis.
Live numbers anytime
On the desktop, or on the Web, live published reports allow managers and executives to see in real time how the numbers are changing.
Drill down to transaction detail to spot problems early in the month or navigate to related reports that provide a different perspective.
KPIs and visualisations
Dramatically accelerate the delivery of Power BI dashboards and analytics
with FastClose then automate the flow of data.
Let FastClose make finding that KPI or creating that dataset easy, then push
it to Power BI and your users.
Product Features
Discover the range of different power and value add elements available to the report desginer.
The creators of reporting content within FastClose, they publish their work to other report designers and
consumers using FastClose Designer. Reports could be statutory or management accounts, inventories of
stock levels, analyses of aged debt or sales margins and much more.
The design features below show you just how far you can go with a FastClose report.
This group, usually made up of both Designers and Consumers, are users of
the FastClose Excel Add-In. This allows a user to log into FastClose direct within Microsoft Excel, open multiple reports, adjust filters and pull data, formatted as in FastClose Designer. With the data in Excel users can use it to create and drive models that answer What If?” scenarios based on live data.
Users who wish to focus on what their reports are telling them, without the
distraction of a design focussed interface use FastClose Reader. With access to the reports and data they can shift focus by adjusting filters exposed by the designer to change department, year or any dimension. With predesigned links, they can drill to related reports, following the number trail.
Designers who want to leverage FastCloses native understanding of the database structure can use it to simplify the extraction of a dataset and push it out using FastClose Scheduler to analytic tools such as Power BI to create dashboards and provide analytics to users across their business
Unleash the connections in your database, placing dimensions into rows and columns as needed to bring the numbers to life, consolidating or slicing to find the right level of detail
Full 'Drag n Drop' user interface makes almost any task in the report design process a breeze, be it layout, creating hierarchies, defining buckets etc...
A multi-threaded user interface means that not only can you be working with many reports at once, you can even continue working with a report whilst another really large one, is executing
Create variables to build reports that are easy to maintain, for example reports that update their view as each month and year passes, automatically. Use variables to inject other data such as exchang
With the powerful calculation engine complex cross dimensional and conditional calculations are possible to make almost any KPI possible
Create hierarchies in any dimension such as a Chart of Accounts complete with calculated KPI's or an organisational structure. Import existing hierarchies from your database
Value add features such as "Bucketing allow data to be dropped into buckets defined by data ranges, making Aged Debt reports a breeze
Apply subtotalling to as many dimensions as necessary, as well as grand totals in both rows and columns
Ranges and Wildcards make report building fast and make them easier to maintain as your database changes over time
Format your reports to find the right look and feel. Apply conditional formats to highlight issues in your business as they breach thresholds
Change the caption for any dimension, item or column in the system to get your report looking exactly as you want it. Hide unused dimensions and items altogether to declutter the design and usage experience
Title your report with plain text, or use a combination of plain text and variables to create something more dynamic
Surf the data, drilling from one report to related reports following the number trail, gaining insight into how your business works like never before
Wherever you are in the product, just tap F1 to get help on the screen you are currently using along with access to our deeper tutorials.
Keep usage notes with your reports to help consumers as they use them or implementation notes to make maintenance when you revisit them, simpler
Query and combine data from multiple epicor instances in a single report
Export reports to Excel, Json or XML
Create a library of reusable components, be they calculations, hierarchies or variables. Update every report that uses a component in a single edit
Restrict access to sensitive reports through the comprehensive permissions system to individual users or groups of users allowing folders, individual reports or datasources to be marked as read only or hidden altogether
Restrict access to areas of the database holding sensitive information such as employee salaries to individual users or groups of users. Restrict specific items or entire tables
Automate the regeneration and distribution of snapshot reports with FastClose Scheduler