EMPOWER YOUR ACCOUNTING PRACTICE, ENRICH CLIENT SUCCESS
Foster Business Growth With AI-Enhanced Advisory Service
ETANI BUSINESS PLATFORM FEATURES FOR FIRMS
1. EVA - YOUR AI EDGE FOR BUSINESS REPORTING
Enhance Client Services with EVA’s Advanced Reporting Capabilities
EVA stands out as a revolutionary AI assistant within the Etani platform, tailored for accountants managing diverse client portfolios. Here’s how EVA elevates your practice:
EVA stands out as a revolutionary AI assistant within the Etani platform, tailored for accountants managing diverse client portfolios. Here’s how EVA elevates your practice:
Team efficiency, billable hours, client breakdown—pin for quick dashboard access.
Ask for KPIs guidance and on demand advice—and gain clear control.
From Timesheets to General Ledger, or any other data info.
Assess business performance across periods or against industry benchmarks.
- Tailored Reports for Diverse Client Needs: With EVA, dive into data-driven insights across multiple clients. Request customised financial reports in natural language, and EVA delivers precise, actionable information, streamlining your reporting process.
- Client-Centric Strategic Analysis for Informed Decisions: EVA’s AI analytics skillfully transforms raw data into meaningful trends and patterns. This key feature aids in developing bespoke strategies and solutions for each client, fostering a proactive, tailored approach in your advisory services.
- Fluid Integration with Your Accounting Ecosystem: EVA seamlessly connects with leading accounting software, ensuring a smooth flow of information. This integration allows for a holistic view of client data, enhancing your capacity to manage and advise on complex financial scenarios efficiently.
2. ETANI'S POWER BI TEMPLATES
Optimised Reporting and Analysis for Accounting Firms
- Client-Focused Financial Reporting: Generate comprehensive financial reports effortlessly with our custom templates. This enhances clarity for your clients and streamlines your reporting process, saving valuable time.
- Advanced Analytical Reporting for Client Portfolios: Conduct deep, analytical dives into your clients' financial portfolios. These advanced reports can highlight trends, risks, and opportunities, enabling you to provide more strategic financial advice and planning services.
- Holistic Client Financial Overview: Combine data from varied sources such as accounting ledgers, client transaction histories, and financial forecasts. Our templates provide a comprehensive view of each client's financial health, aiding in strategic advisory and decision-making.
Power BI Templates: Visual Examples for Business Reports
3. INTEGRATIONS
Streamlined Connections with Leading Accounting Systems
- Leverage up-to-the-minute data for quick, informed advisory, elevating your firm’s responsiveness and strategic capabilities.
- Stay ahead with hourly-refreshed data from major accounting systems, enhancing your current workflow with the latest client information.
- Leverage up-to-the-minute data for quick, informed advisory, elevating your firm’s responsiveness and strategic capabilities.
EVA & Power BI: Dynamic Duo for Accountancy
EVA instantly generates key financial insights, aiding prompt client service even on-the-go. Power BI offers comprehensive financial reporting and deep analytics for strategic client management. Together, they equip accounting firms with a versatile toolkit for both day-to-day consultancy and long-term financial planning.
4. MOBILE APP AND CHAT:
Seamless Client Advisory with EVA On-the-Go
Seamless Client Advisory with EVA On-the-Go
For accountants, mobility is key in providing timely, effective client service. Etani’s app ensures you're never out of touch, even when on the move. Tag EVA in your chats for responsive, informed advice directly from your mobile device. This capability not only keeps you aligned with your clients' needs but also leverages AI's analytical prowess to enhance the quality of your advisory services.
