Anchor BI
Solutions

Real answers to the questions that keep finance stuck

Not a feature list. These are the problems owners and controllers bring to a first call, what each one actually costs, and what we do about it.

See the month before it's over

“The month is over before I can see how it went.”

What it costsNot the reporting time. The decisions made in the gap: the bid priced wrong, the crew carried too long, the distribution taken in the wrong month.

What we do

The dashboard rebuilds from your trial balance the moment you upload it. Mid-month, before the close, after the close: load the file you have and read where you stand, with a plain-English note on what moved.

  • Dashboards in about two minutes from one export
  • Load another month and the trend grows, rather than starting over
  • Anchor Insights explains the movement; every figure comes from your file
Self-ServeSee it in the live demo →

Stop rebuilding the same report

“One person rebuilds the same file every month, and when they are out we are blind.”

What it costsThree or four days a month of a real salary, plus a single point of failure sitting on top of the only view of the business.

What we do

The assembly is the product. Nobody maintains a file, so nobody is the only person who can produce the numbers. Your layout is saved once and rebuilt from every file you load after it.

  • No formulas, links or macros to maintain
  • Statements in your layout, exported to Excel, PowerPoint or PDF
  • Logins for the controller and the CFO, not a shared password
Self-ServeWhat is that time worth? →

Know where the cash went

“We had a profitable month and the bank balance went down.”

What it costsCash surprises, and borrowing or delaying decisions that would not have been necessary with a week of notice.

What we do

Profit and cash come apart for three boring reasons: customers owe you, stock is on a shelf, and suppliers haven't been paid. We show the bridge from profit to cash every month, from the same file, so the answer is a number rather than a theory.

  • Working capital, receivables and payables tracked together
  • Aging in your own buckets, not folded into ours
  • Inventory and the cash tied up in it, with the add-on module
Self-ServeSelf-Serve Complete

Report the way you run it

“My P&L shows me accounts. It does not show me the business.”

What it costsThe owner knows the totals and not the drivers, so every improvement is a guess.

What we do

Keep the chart of accounts you built for the tax return. Drag accounts into the groups you actually manage: branch, service line, crew, job type. Do it once, and next month's new accounts land where they belong.

  • Your groups, your order, your names
  • Statements with your logo and layout
  • Job and branch margin across systems, with Enhanced Reporting
Self-ServeEnhanced Reporting

Answer questions across systems

“The question I care about most lives between two systems, so nobody can answer it.”

What it costsThe most important number in the business is the one that gets estimated in a meeting. Or worse: an ERP quoted at six figures and a year, when the whole justification is reporting.

What we do

We build the model across the systems, in your own environment, reconciled back to the ledger. Keep the accounting system. No implementation, and a fixed price agreed before we start.

  • Ledger joined to CRM, payroll, field service and inventory
  • Job margin, customer profitability, technician economics
  • Not a $40,000 to $60,000 system implementation
Enhanced ReportingSee Enhanced Reporting →

Consolidate every entity

“Our consolidation is a spreadsheet that one person understands.”

What it costsNot an inconvenience: key-person risk sitting on the financial statements. A buyer or a lender will find it.

What we do

Consolidation from each entity's own trial balance. Companies in different currencies are translated first and then added: balance sheet at each month-end rate, P&L at each month's average, the translation adjustment in equity where it belongs.

  • One company or all of them, in Self-Serve
  • Intercompany eliminations, with Enhanced Reporting
  • Each entity still checked to balance on its own
Self-ServeHow consolidation works →

Get ready to sell

“Nobody has ever looked at my numbers the way a buyer will.”

What it's worthEvery year of clean, verifiable financials is a year of earnings a buyer can count on, and that is what the multiple gets applied to.

What we do

You will sell once; the people across the table do it fifty times a year. Anchor Earnings runs the checks a buyer's team runs, years before they do, and documents the earnings story while there is still time for it to be true.

  • Exit-readiness assessment and a straight answer on what moves the number
  • QoE prep, and Quality of Earnings for sellers, buyers and lenders
  • Priced in writing before work starts
Exit ReadinessThe SBA QoE rule, explained →

Recognize one of these?

Tell us which, and we'll tell you straight whether we can fix it, what it costs, and how fast. The first conversation is free.

Book a free data evaluation See pricing