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Financial Services

Financial Services


To keep up with their clients and stay ahead of the competition, today’s accounting firms need access to insightful data in a user-friendly, self-service format. Armanino’s Practice Insights solution delivers fast, accurate decision-making data displayed via an on-screen dashboard that helps firms chart their courses for success.

Integrated, Customized Business Intelligence Solution
Practice Intelligence is a Business Discovery platform that bridges the gap between traditional business intelligence solutions and standalone office productivity applications to improve accounting firm financial reporting and analysis. The business discovery tool pulls compelling data directly from existing time and expense entry, billing and invoicing, accounts receivable (A/R), and other key business management databases.

Key Practice Intelligence Features

  • KPI dashboard – speeds up analytics and reduces manual reporting
  • Organized interface layout – clean, visual and straightforward data delivery
  • Instant “slice-n-dice” and drill-down capability – displays data by billing partner, billing manager, department, client name and more
  • One-click management report – helps managers easily visualize relationships among multiple sets of firm data
  • Rapid data delivery – eliminates problems and complexity of traditional slow, disk-based and query-based business intelligence tools that offer little more than static, prepackaged reports
  • Easy implementation – installed and operational in a week’s time
  • Web-based training – takes only one hour and can be completed online

The patented, in-memory technology is powered by the QlikView Business Discovery platform developed by QlikTech, (NASDAQ: QLIK). The in-memory associative search technology, called user-driven Business Intelligence, which QlikTech pioneered, allows users to explore information freely rather than being confined to a predefined path of questions.

Practice Intelligence, which clearly and colorfully illustrates all key facets of financial services and accounting firm performance, is specifically designed by the professionals of Armanino. Our QlikView implementation team took the knowledge we gained by providing BI solutions to clients in a wide variety of industries and applied it to our own business management processes, thus creating the Practice Intelligence solution.

Armanino’s Practice Intelligence clients include Cetera Financial Group, First Allied, Apple Growth Partners, Dixon Hughes Goodman, Moore Stephens Tiller and Travis Wolff.