Modernizing Finance & Accounting Departments one Company at a Time
Taking the chaos out of income statements, forecasts and budgets
About Us and What Separates us From the Competition
About Plan Fintech
Plan Fintech is a service provider created to help companies get out of manual accounting and finance processes mired in Excel. Our developers will connect your existing general ledger to a SAAS tool, Power BI or Tableau, to build your organization a state-of-the-art automated accounting and financial reporting system.
The Competition
Many competitors will force your company onto their platform and charge you fees which could increase frequently. Once you're on these platforms, they are increasingly difficult to disconnect from. That's where we differ. Plan Fintech will build a customizable automated reporting system in your own environment. We will then turn over the maintenance to your IT team or we can continue to support you org for a fee at a much more affordable cost compared to the "other guys".
Services Provided
- Income Statement Automation
- Forecast Automation
- Budget Automation
- Bank Integrations
- ERP Report Automation
Take a tour of an automated income statement with links to payroll reporting. This video is a report that links into QuickBooks and Gusto for an automated income statement, balance sheet and cashflow report.
Connect Excel or other systems, including Hyperion/Essbase, to your general ledger for automated forecasting. Each month your forecast will overwrite with actual data once your accountant closes the books.
Also included is a variance reporting tool that allows you to compare actual to forecast for any given time period.
Customize your rollups and easily transition from a GAAP view to a managerial view with one-time adjustments.
Connect your general ledger into your ERP system to drive one-source-of-truth. In this video see how funnel metrics connect to your general ledger to give one-source-of-truth using funnel metrics and marketing spend.
About the Owner
Dimitrios Georgakakis is an Accounting, Finance and IT executive with over 20+ years of experience. He's worked for both small and large companies in Private and Public sectors and has started and led multiple divisions at the highest levels of corporate America.