Essatto Review

Seamless Budgeting & Forecasting 

With Essatto, you can perform budgeting and forecasting seamlessly. First, using past, current, and anticipated data on revenues and expenses, you can plan and create budgets by location, department, salesperson, customer, and product. Second, you can also consolidate multi-layered budgets and forecasts in a single system. Finally, Essatto allows you to monitor trends and revise your budgets and forecasts at any time throughout the financial year. 

Checking actual revenues and expenses against existing or modified budgets and making planned budget vs. adjusted budget comparisons are straightforward. In addition, through what-if scenario visualization and planning, you can discover and assess various factors, realities, and uncertainties that might impact your business in the future. As a result, you can adjust your budgets for production or human resources, justify an increase in funding or investment, or avoid risky business transactions by creating and testing different sets of assumptions. 

Data Warehousing Capabilities 

The business intelligence app lets you spend more time making informed decisions and improving your business and financial operations instead of collecting, aggregating, processing, and managing data from multiple sources. It helps you address your data warehousing needs so you’ll immediately turn data into valuable business insights. Essatto offers built-in connectors that permit you to quickly integrate the app with various systems and sources, including cloud-based tools, Odoo ERP solutions, and application modules.

You can then instantly extract, transform, and load operational and financial data from those systems and sources. As all your crucial business data is aggregated in a centralized warehouse, you’ll efficiently execute data analysis, what-if scenario planning, and forecasting without using too many resources. Esatto also provides an add-on for Microsoft Excel that allows you to utilize and extend its existing functionalities. For example, you can perform Excel spreadsheet data querying and analysis directly from Essatto. Moreover, the add-on permits you to handle Excel logic and algorithms, user access permissions, and submissions and results within Essatto.

Comprehensive & Flexible Reporting

Essatto’s dashboard & reporting functionalities provide you with a comprehensive and flexible way to visualize, discover, and explore data. For example, you can set up custom hierarchies to structure and group operational and financial data across various entities. In addition, you can generate reports for certain groups of charts of accounts, customers, products, and sales reps and look deeper into the specific levels of details you need. 

The app also produces standard dashboards and reports where you can immediately view unified metrics and data. You can consolidate, visualize, and analyze marketing, sales, support, finance, and DevOps data in a single dashboard. This way, you’ll clearly and thoroughly understand the performances, issues, and needs of different departments and teams in your company.