Estimated reading time: 0 minutes, 41 seconds


Qvinci has released its Advisory Portal, which is designed to identify areas of excellent financial performance and those that require corrective action. The portal enables users to code areas of gain in green and losses in red.

It presents clients’/entities’ summary movement data over time and illustratesfavorable/unfavorable trending across various time periods. Focusing on 10 key ratios, the system lets users access GL and journal entries directly from the portal and offers a customizable layout. The previously available Financial Portal can be used in combination with the Advisory Portal with both accessible from a user’s Qvinci account navigational panel. The enhanced Financial Portal displays clients’ or entities’ detailed snapshot data as current (static), drills down into various financial reports from the same screen instantaneously without opening QuickBooks. It exports volumes of data with Excel.

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