Watch this video featuring Paul Wehrley, CEO of Telemetry, to learn about all the great features included in the Telemetry Pro Platform. Purpose built for CPAs, bookkeepers, and outsourced accounting. Introducing Telemetry Pro...
Unveiling Telemetry Pro's Three Pillars of Transformation
Time-saving Financial Automation. Say goodbye to tedious, low-level tasks! Telemetry Pro's cutting-edge financial automation is designed to liberate your valuable time. By automating routine processes, you can redirect your focus to high-level, strategic work, enhancing productivity and efficiency.
Improved Client Satisfaction with Interactive Web Portals. Telemetry Pro is your key to creating interactive web portals that delight clients. Our platform empowers you to build engaging portals, fostering a seamless and personalized experience for your clients. Strengthen client relationships and instill trust by ensuring they interact with a platform tailored with your firm's branding.
Efficiently Transition Clients to High-Margin Services. Navigate the transition from low-margin bookkeeping services to high-margin advisory services effortlessly. Telemetry Pro equips you with the tools to efficiently migrate clients, optimizing your service offerings for maximum profitability.
Unleashing Telemetry Pro's User-Friendly Interface. Organize and Personalize with Ease
Client Management built streamlined. Effortlessly add and modify clients through Telemetry Pro's intuitive interface. Our user-friendly platform provides a centralized point for client organization, ensuring easy navigation and management.
Add Personalized Branding and Profiles. Tailor Telemetry Pro to reflect your firm's identity. With display settings, upload your logo, favicon, and customize color schemes. Each employee can create a personal profile, including name, contact information, and a headshot. Profiles attached to clients enhance recognition and trust, fostering stronger client relationships.
Automation through seamless Integration with ERP, HRIS, and Financial Models
Telemetry Pro seamlessly integrates with popular ERPs like QuickBooks Online, QuickBooks Desktop, Zero, and NetSuite. Authentication with your ERP is the only required integration, simplifying the onboarding process. Optionally, sync HRIS data to enhance wage information, supporting 29 different HRIS systems.
The Direct Integration with Microsoft Excel and Google Sheets allows you to use the power of Telemetry Pro without the hassle of data migration. Our platform offers direct integration with Microsoft Excel and Google Sheets. No need to move your data—Telemetry Pro communicates with your existing business model through a plugin available on Microsoft AppSource Marketplace or Google Sheets Marketplace.
Effortless Financial Data Configuration. Telemetry Pro revolutionizes data configuration, aiming to onboard each client in 15 minutes or less. Whether your data resides in a complex spreadsheet or a simplified accounting software export, Telemetry Pro adapts. Define your ERP chart of accounts, identify revenue through net margin, and witness the magic of effortless synchronization.
Unparalleled Insights and Analytics. Explore Telemetry Pro's Admin Insights
Comprehensive Dashboard Views. Dive into detailed insights with Telemetry Pro's 'Insights' admin view. The dashboard provides a snapshot of cash flow, P&L, income, expenses, and payroll. Visualize spending trajectories, identify trending vendors and customers, and monitor progress toward budget targets.
Robust Variance Reporting. Telemetry Pro's robust variance reporting empowers you to compare different time periods and plans effortlessly. Drill down into historical numbers, hyperlink into segments, and gain unparalleled visibility. Identify outliers, analyze transactions, and access journal entries for a comprehensive financial analysis.
Tailored Reporting for Enhanced Client Engagement
Your clients need more accessible supplier and customer data access to make better decisions. Telemetry Pro offers views for suppliers and customers, providing a holistic perspective on expenditure and revenue. Break free from traditional accounting tools by visualizing and comparing any financial data.
Segment P&L Engine for Automated Customized Financial Analysis. Segment your business effortlessly with Telemetry Pro's Subplans. Create P&Ls based on specific business segments, allowing for in-depth analysis. Tailor financial reporting to the needs of your clients, fostering a deeper understanding of their financial landscape.
Real-time answers with Telemetry Pro's AI Assistant
Experience the power of Telemetry Pro's AI assistant, a game-changer in natural-language database querying. Gain real-time insights by asking questions about revenue, budget comparisons, top customers, and more. Leverage the interactive AI to create charts, analyze trends, and receive actionable financial intelligence.
Telemetry Pro's AI assistant doesn't just answer questions—it visualizes data for you. Create charts, analyze time series, and derive valuable insights with ease. Effortlessly compare different metrics, suppliers, or customers, making complex financial analysis accessible to everyone.
Get Started with Telemetry Pro Today!
Ready to transform your financial management? Get started with Telemetry Pro today! Accounting firms can begin with a free account, allowing one client to experience the power of Telemetry Pro for an unlimited time. Click here to embark on a revolution in financial management.
For inquiries, email us at [email protected]. Join Paul Wehrley, CEO of Telemetry, and countless others who have embraced Telemetry Pro—your gateway to unparalleled financial insights and efficiency!