Why the Portal?
The Financial Portal is an online reporting tool that makes financial information useful. The user-friendly portal provides meaningful reporting to give insight into the critical success factors of a business. This process is done by using existing accounting and other support data to discover Key Performance Indicators, providing a quick and accurate assessment of the entire organisation’s performance. Once data is populated in the portal the user can compare information to other entities to help understand current performance and drive growth.
Key Performance Indicators
Reports
Integrations
The Step Portal integrates with many Financial Management Systems including and not limited to; Xero, MYOB, Banklink & eAccounts.
By integrating these program’s information we can provide real time data to our customers directly from the one which they use to deal with invoices and other necessary financial data.
General Ledgers
The Step Portal enables you to bring together multiple general ledger structures from different businesses to give you a common reporting format. You don’t need to change your general ledgers.