All your clients' data, ready to analyse.
Preciso collects the data from your different accounting software, harmonises it and turns it into comparable dashboards. Everything runs on your server.
Different data, one common base
Your clients don't all use the same software, chart of accounts or VAT codes. Preciso harmonises this data so you can analyse all your engagements with the same indicators.
Data collection
Preciso collects entries, accounts, third parties and VAT data from the accounting software of your engagements.
Harmonisation
Data is normalised to a common Swiss accounting framework so engagements become comparable despite their differences.
Analysis and comparison
You track each engagement's indicators, analyse the structure of its results and position it against its sector.
One view to analyse, one view to advise
Preciso separates the information you need internally from what you present to your client.
Firm view
Find your engagements, the status of synchronisations, the quality of account mapping and detailed sector analyses.
Client view
Present a single engagement at a time. Other companies remain anonymous and appear only as aggregated statistics.
Ready-to-use dashboards
Use Preciso's standard analyses directly, and much more.
- Normalised income statement and balance sheet
- Cash flow and working capital requirement
- Ratios: margin, staff / revenue, equity, liquidity
- Sector comparison and result structure
- Quality control: unmapped accounts, VAT reconciliation
Discover Preciso in a demo.
See concretely how Preciso can help you analyse your clients, compare their performance and prepare your advice.