Process

A secure Analytical Compass website is the central hub for user activity and provides secure access for uploading data, making manual entries, and downloading financial models on demand.

Financial Accounting System
  • Export data from any financial accounting system
  • Data load includes; monthly cash flows by fund, revenue and expense data by source, account balances, and contract tables
AnalyticalCompass.com
  • Secure access to data
  • Option to customize revenues, expenses and funds
  • Excel models available for download
User’s Computer
  • Create projections and analysis using downloaded Excel models
  • Linked PowerPoint presentation updates in real time

Analytical Compass utilities are built to meet the specific needs of today’s school administrators.  It’s designed around a user-driven environment that is easy to navigate, update, and communicate to others.  Leveraging common Microsoft applications (Excel, PowerPoint) creates a familiar environment that also allows for data, charts, and graphs to be automatically updated in real time.

Easy access to working files is provided via a secure website.  There you can upload, refresh, or download data with a few clicks of your mouse.  Once downloaded, the files automatically update – saving significant preparation time and ensuring documents are always current.