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Services
What we offer
Ad-hoc Analysis
We understand the unique challenges faced by Portfolio FDs and are here to provide hands-on service combined with powerful technology. Our dedicated team works alongside you to manage, analyse, and interpret your financial data, providing expert insights and helping you make informed decisions. We integrate tools like Google Sheets and Xero with our in-depth bookkeeping and reporting expertise, ensuring you get a complete financial overview. Our team is always available to provide personalised service and ensure that you’re maximising the value of your data.
What We Offer
Seamless Integration for Ease of Access
We integrate directly with Google Sheets, Xero, and other accounting platforms, allowing for quick and accurate data management. This integration enables us to efficiently collect, refine, and manage your financial data. Our expert team ensures that these processes are handled smoothly, making sure everything is accurate, up-to-date, and easy for you to access.
Expert Bookkeeping and Data Entry
Our team takes pride in providing detailed and consistent bookkeeping and data entry services. This meticulous work is the foundation of the in-depth financial reporting we offer. With us, you get accurate, reliable data that is carefully managed by our experts to support deep analysis and insightful reporting.
Customisable and Visual Dashboard
Our secure, easy-to-use dashboard is fully customisable, allowing you to view the data that matters most to you. Whether you need to track revenue, expenses, or other metrics, our expert team will ensure that your dashboard is tailored to your specific requirements. We pull data from sources like Google Sheets and display it in a way that makes it quick and easy to understand, presenting data with simple, visual tools like charts and graphs.
LLM-Powered Instant Insights and Answers
Our Large Language Model (LLM) is integrated into the dashboard, offering instant answers to any questions you may have about your data. Whether you need clarification on financial trends or a deeper understanding of specific metrics, the LLM provides quick, clear insights. Also, our team is always on hand to ensure you’re never left to interpret the data on your own.
Spreadsheet Automation with Human Oversight
We bring extensive spreadsheet knowledge, allowing us to automate repetitive tasks using scripts and macros, reducing the need for manual data entry and ensuring timely processes. However, we understand that data quality is paramount—our team thoroughly checks all data to ensure accuracy and reliability, combining automation with meticulous human oversight.
Tailored Reports and Actionable Insights
We don’t just deliver reports; we analyse your data to provide actionable insights that help you improve performance. Whether you’re looking to optimise revenue, manage expenses, or track profitability, our team works closely with you to ensure that your reporting is customised and that you’re receiving the insights that truly matter for your clients, with our ad-hoc analysis.
How We Work
Collaborative Data Management
We seamlessly integrate with platforms like Google Sheets and Xero to streamline your data management. Our team actively manages and ensures data consistency, allowing for seamless refinement and analysis. Whether it’s automating updates or ensuring accurate data input, we ensure every detail is accounted for.
In-Depth Reporting Backed by Expert Bookkeeping
Our detailed bookkeeping and consistent data entry are handled by experienced professionals, enabling us to provide comprehensive reports. These reports go beyond basic financial summaries, giving you actionable insights you can rely on. We stay in constant contact to ensure that you always have the data you need.
Custom, Visual Dashboard
Our easy-to-use, visual dashboard is customisable to your needs, whether you want to monitor cash flow, revenue, or any other financial metrics. The dashboard features intuitive charts and graphs, simplifying complex data and allowing you to make quicker, more informed decisions. Our team helps customise it to ensure it displays exactly what you need.
Instant Support from LLM and Our Expert Team
Our LLM is always available to answer questions about your data instantly. However, when deeper expertise is needed, our team of finance professionals is just a call or email away. We offer a hands-on service, ensuring that no question goes unanswered and that you fully understand your financial data.
Automation Where It Counts, Human Support When Needed
Our use of automation ensures that repetitive tasks—like updating reports or consolidating data—are handled efficiently, with minimal manual input. However, our team also ensures everything is managed with care, accuracy, and attention to detail. This approach allows you to spend less time on admin and more time making strategic decisions.
Why Choose GenZed?
At GenZed, we offer expert bookkeeping services that’s tailored to the needs of Portfolio Finance Directors. With detailed bookkeeping, automated processes, custom dashboards, and hands-on assistance, we provide everything you need to manage your portfolio efficiently and make informed, data-driven decisions. Whether it’s monitoring revenue, managing expenses, or understanding key metrics, as your finance department on demand, you’ll benefit from an expert team that is always here to help you and your clients succeed.
– Seamless integration with tools like Google Sheets and Xero ensures quick and accurate data management, enabling efficient access to up-to-date financial information.
– Expert bookkeeping and data entry provide a strong foundation for in-depth financial analysis, ensuring reliable, accurate data to support detailed reporting.
– Customisable dashboard features intuitive visuals like charts and graphs, allowing you to track key metrics such as revenue and expenses, making data easy to understand.
– LLM-powered insights offer instant answers to financial questions, while our team provides additional hands-on support to ensure you fully understand your data.
– Spreadsheet automation reduces manual data entry using scripts and macros, while human oversight ensures accuracy for tasks that need a personal touch.
– Tailored reports deliver actionable insights to help optimise revenue, manage expenses, and track profitability, customised to the specific needs of Portfolio Finance Directors.
– Collaborative data management ensures seamless processing and consistency across all platforms, enabling thorough analysis and informed decision-making.
– Automation handles repetitive tasks efficiently, with expert human support when needed to maintain accuracy and attention to detail.
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