Alteryx automation for finance

Monthly income statements, in under a second

1 min 20 sec. No narration, captions on screen.

A monthly income statement for every company from one Alteryx workflow, in 1 minute 20 seconds. No narration, captions on screen.

AlteryxFinance

Three inputs in, a statement for every company out. One Alteryx workflow imports every company's trial balance and the adjustments, cleans them, brings in your statutory mapping file, calculates the sub-totals from gross profit down with prior year and variances, puts the lines in reporting order and publishes a finished PDF for every entity, in 0.6 seconds.

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Transcript: the words on screen
  1. 0:00Every month. Every company. An income statement each.
  2. 0:03Alteryx automation / Monthly income statements, in under a second. / Import · Clean · Map · Publish
  3. 0:05How it works / Three inputs in. A statement for every company out.
  4. 0:0901 · Alteryx / One workflow, start to finish.
  5. 0:11Import · combine · map · calculate · publish
  6. 0:1501 · Alteryx / Every statement, finished in 0.6 seconds.
  7. 0:16Every company, every month
  8. 0:1902 · Import / Every company's trial balance, in one go.
  9. 0:20Trial balances for every entity
  10. 0:2402 · Import / Adjustments added and cleaned automatically.
  11. 0:25Nulls replaced, adjustments totalled
  12. 0:2903 · Prepare / Account codes rolled up.
  13. 0:3303 · Prepare / Your statutory mapping file, brought in.
  14. 0:34Statutory account descriptions
  15. 0:3803 · Prepare / Statutory headings joined to every account.
  16. 0:4204 · Calculate / Summed up by statutory heading.
  17. 0:4704 · Calculate / Sub-totals calculated, from gross profit down.
  18. 0:5105 · Compare / Prior year brought in, variances calculated.
  19. 0:53Current year · prior year · variance
  20. 0:5605 · Compare / Put into reporting order.
  21. 0:58Revenue first, cost of sales second
  22. 1:0106 · Publish / A finished income statement for every company.
  23. 1:0606 · Publish / Exported: one PDF per company.
  24. 1:07A PDF for every entity
  25. 1:11In summary / One simple example. Endless opportunities. / Every company, every month, in seconds / Adjustments and mapping applied the same way every time / Prior year and variances built in / A finished PDF for every entity
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