Our Features
Integrations
Turn key out of the box API integrations from some of the most popular cloud based SME apps in the market. We deliver live data refreshed hourly. Many of these applications you cannot find out of the box and we deliver them to you inside the Etani platform.
It is extremely popular to run management reporting for your clients using accounting software like Xero, Quickbooks Online, Sage Accounting and MYOB Account Right. We don’t disagree that these data sources are super popular and we work with them regularly.
What we have found out now is the power of delivering reports to your clients from operational and marketing data. For example, inventory management software like Dear, Unleashed and Cin7, or payroll software like Deputy, Xero Payroll, Key Pay, or even service based project management software like Workflow Max / Xero Practice Manager, SimPro, Xero Projects, and more…
Templates
Pre-built budget, forecast, scenario, customer templates and more which will save you many hours. We not only supply the data model for all the integrations on Etani, but a multitude of templates.
Don’t underestimate the power of having a pre-built data model for a multitude of data sources. To connect up Xero and out of the box have a Profit and Loss reconciled on a cash basis. Or connect to Kounta (hospitality POS system), and graph sales not just by date but by time. To hit the ground running like this with templates and a pre-built model is such a weight off your shoulders.
Etani has full time dedicated resources working towards improving existing templates and building the new as Power BI continues to evolve.
Training
20+ hours of online training - Power BI Bootcamp, ‘How To’ guides and more. Progress at your own pace. Our training is SME and Etani specific to assist from the perspective of accountants in practice.
Our training talks about how you can use Tracking Categories inside Xero to build out powerful reports. We explain to you the complexities of Workflow Max when you are reporting on Job performance, timesheet productivity and manager budgets.
Power BI training in our mind, should be SME specific if in fact that is who you are reporting for. The reason is quite simple, it’s a different market. They are smaller, so you need to consider scale of reports, automation of delivery, and ease of use. We know this space. Let us help you.
Branded app
Clients can consume reports and dashboards through your own white labelled accounting firm mobile application available for download on the Apple App Store for iPhone and Google Play Store for Android.
Don’t underestimate the power of a branded app with Etani utilising the Microsoft Embedded functionality. It adds value in several different ways;
Your clients will not be invited into the Microsoft Power BI platform itself. This removes the $12.70AUD per month per user Power BI Pro account fee which can quickly add up when you picture one single client having several different users who need access to the reports and you scaling this to 30 of your best business clients.
Indirectly this also protects your IP by removing clients access to the Power BI platform itself. If you spend hours developing a report to deliver to a client, it’s not commercial to allow them to download this report and take it to your competition down the road.
Marketing - it’s a very professional and powerful marketing tool to deliver under your branded banner.
