Review Detail

Financial C claimme 993
Made's Financials Easy to view
Rating: 
 
5.0
As fans of the phrase "What is measured, can be managed" - we were looking for a product that allowed us a simple "dashboard" view of our finances on an ongoing basis. As QuickBooks users, Corelytics fitted that bill.

Set-up can appear daunting, but we were grateful for the help from somebody from CoreConnex who hand-held us through the process in a polite and patient manner.

Once set-up, the dashboard is easy to navigate and use, and helped make financial reporting much less of a chore for us. So useful, especially when you're asked for financial reports from external organisations - Credit applications with Suppliers, etc.

My only caveat would be that the product was only available in $USD at the time we used it, and integrated with QuickBooks only. As a £GBP user, we would have preferred the figures in our local currency, and when we moved to Sage Line 50, we could no longer use Corelytics. Hopefully CoreConnex will (or have) addressed these issues.
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