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KeyTrac for QuickBooks
KeyTrac™ for QuickBooks® enables you to get started quickly and easily taking your reporting capability to a whole new level. You will be able to see at a glance whether or not your business is meeting its goals, compare current status to monthly or year goal, view 36-month trends of your past actual results, and much more.
Trusted Advisors, you can help your clients set targets and then monitor their progress toward those targets, all from a single login, enabling you to provide ongoing services where appropriate.
Features and Benefits
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KeyTrac |
| Feature |
Benefit |
Pro |
Premier |
Advisor |
| Financial Statements |
Summary level statements provide a quick look at key balance sheet and income statement account groups with drill down to details
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X |
X |
X |
| Key Financial Ratios |
See at a glance the current status of each of your goals |
X |
X |
X |
| Month and Year-to-Date |
View information for the current and prior month as well as Quarter and Year-to-Date |
X |
X |
X |
| Cash & Profit Opportunities |
Highlight areas to focus on to generate more cash and profits |
X |
X |
X |
| Break-even |
Analyze pricing and spending decisions and understand how they impact your business
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X |
X |
X |
| Trend Reports |
View the trend of your actual results and budget over the past 36 months to better understand where to direct your efforts
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X |
X |
X |
| KPI/Account Detail |
Drill down from the KPI to see activity by account and transaction |
X |
X |
X |
| Unit-based KPI |
Capture operational data that can be combined with other KPI’s to provide a full view of a company’s performance
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X |
X |
| Custom KPI's |
KPI's can be created to match your specific business |
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X |
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Monitor your clients’ business progress
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Stay in close contact with your clients’ performance in relation to the goals you help them set |
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X |
Automatically analyze client performance |
Quickly create a multiple-year analysis of your clients’ financial performance |
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X |
KeyTrac for QuickBooks is the perfect companion for helping you improve the performance of your business whether you're using QuickBooks Pro, Premier or Enterprise version.
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Learn more
> KeyTrac Versions
> Key Performance Indicators (KPIs)
> Pricing
Trusted Advisors
> Manage your clients from one dashboard
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