Quality QuickBooks Analytics by Yujaa

By Mohit Jain


What is QuickBooks?

QuickBooks is the leading cloud accounting software in use across the globe. It becomes easy for the business users and decision makers to manage finance, collaborate with multiple teams, and securely access the relevant data from anywhere at any time using QuickBooks. Thus, QuickBooks works like a game-changer to guide you regarding your financial matters.

Discover Quicker Insights into the QuickBooks Data with Yujaa

How about drilling deep into your QuickBooks data? What if you can convert your collated QuickBooks data into the data assets? How to get an instant idea about your constant QuickBooks data? If you think these will be a tedious, complicated and tiresome process, then you are entirely mistaken.

Link Quick Books credentials to Yujaa and quickly create default dashboards and reports to analyze multiple financial aspects of your business accurately. Our smart data visualization techniques will help you see patterns into your accumulated QuickBooks data. Improve the entire financial management right from invoice creation to cash flow optimization and retention of customers by comparing your existing Quick Books records with the previous one. Come up with adequate predictions to even control the future market.

The user can leverage the analytics provided by Yujaa to maximize the profit and growth of the company. Yujaa delivers analytics through two categories of visuals. Dashboards for the advanced level depiction of the data and Reports for the interactive visualization of the desired QuickBooks data.

Detailed Dashboards

Yujaa can create detailed dashboards and analytical visual reports based on your QuickBooks data. Your business data will be modified and displayed as per the Key Performance Indicator (KPIs) to enhance the relevancy of the collected data. Yujaa can completely transform your QuickBooks data sets into the appealing insights to take quicker and operational business decisions.



Yujaa can generate a comprehensive dashboard regarding the key financial metrics. Users will be able to see cash flow, working capital, current ratio, account receivable, payable wages with appealing visuals. Yujaa smartly observes Amount Payable(AP) to the vendors, Amount Receivable(AR) from the customers along with the due dates to gain meaningful understandings.

One can view the assets which are the resources owned by a company having future economic value. Users can consider the liabilities which are the next sacrifices of economic benefits that the entity is supposed to make by transferring assets. A quick check on the bank account details can also be done. Also, top customers can be viewed which helps in knowing the source of significant business. Additionally, actions can be taken to build a strong customer base.

Analytical Visual Reports

Users can opt for the quick visual reports provided by Yujaa to get a comprehensive overview of the QuickBooks financial statements. These reports have an in-depth view of users’ financial data, and the multiple views put together to create an insightful business story. A precise explanation of the various financial statements can be done through the KPI Tile charts as displayed in through the first row of the below given image.


Data Exploration

The interactive visual reports can well contribute as the data exploration tools for your QuickBooks data. Users need just to choose the correct data source, drag and drop data dimensions or measures and instantly the visual depiction will be displayed. Users can visualize the same data dimensions through a variety of charts and customize the views by applying filter conditions. The multiple visual charts can be put together to create a related data story for your business.

The most significant feature of our visual reports is ‘Data Drilling’ through the charts. As shown in the above report (Figure 2), the user can go to the balance sheet chart, click on the bars and drill deep into the multi-level granularity of the ‘Liabilities’ category. The drilled granularity of columns will be displayed on the top left-side of the view.

Interactive Data Search

Yujaa has an interactive Data Search Bar to find the queried results from the desired data. By typing a specific term in the data search bar and clicking the ‘Search’ option, users will be displayed the queried result through a chart. E.g., By searching a query for ‘Top customers based on revenue’ YUJAA will find customers with the maximum revenue and revert with the value in numeral and through a visual in no time. Yujaa explores the real power of the conversational analytics to create views and analytical visual reports.

Conclusion

The entire process to get QuickBooks Analytics with Yujaa reveals the real worth of our cloud analytics platform. Yujaa can bring comprehensive data analytics to life by making it easier for the business users and citizen data analysts to manage and improve on various financial aspects. Yujaa empowers users to get benefitted from the analytically rich visual reports and dashboards from anywhere at any time.