Automation of Financial Statement

Salient features of the Webinar:
Introduction and need of Automation of Financials
Financial Statements – Challenges to have reporting on BranchWise/RegionWise/Consolidated/MonthWise/QtrWise/YTD/Trending etc
Issues with Trial Balance from different ERPs
Preparation and organizing TBs to ease out Automation
Consolidation of TBs with Utility/Power Query
Creating different Masters- Why Masters are important for any automation
10 Most used formulas one need to master before starting automation
Currency Conversion when multiple currencies are involved
Reporting with Branch/Region/Consolidated
Reporting based on Thousands/Lacs/Crores/Absolute with a parameter of currency
Customization for Last Year figures/Comparison with Budgets
Reporting with Charts to make it more user friendly/Interactive
Navigation of Reporting with the help of dropdowns/slicers
Dashboarding/Formatting/Presentation/PPTs – How to do it
Update New Data and everything will be updates with in seconds
Q&A
Who Should Attend
For CA, CS, CMA, MBAs Tax Professionals, Accountants, Businessmen, CA/CS/CMA/MBA students
Prerequisite
An average Knowledge of Excel (More than Basic) with a Zeal to learn Excel Automation.
Perks
Practical session to build your own automated financial file.
Case studies discussion.
Free daily use utilities.