Finacta Portal - Go Live
We wanted to take this opportunity to speak about the launch of the Finacta Portal, which went live on 1st January 2023. The Portal was developed to help clients like you find everything you need in one place and become even more closely integrated with your finance team at Finacta. We hope you like it.
To celebrate this launch, all clients under a service plan will receive 24 months free access to the web portal (currently £30 + VAT per month per company/instance). Invites and Promo Codes will be sent out during Q1 Calendar 2023, as we roll out the service to clients in phases.
Read on to learn more!
Dynamic Management Accounts
Our ambition is for all clients to be fully converted over to Dynamic Management Accounts, our web-based equivalent of the current PDF, during 2023. Dynamic Management Accounts allows for live sync data retrieve from Xero, Key Performance Indicators, dynamic filtering, line-item drill down, online approval tracking and a downloadable PDF. Currently other systems are not supported, but we plan to create a QuickBooks and Sage Business Cloud integration in the future.
We wanted to create Chat to help reduce emails when needed. You can search Finacta Advisors by typing the word Advisor into the People search box, then click Chat against the person you’d like to chat to. You can also use Chat to share files and to speak to other users added to your company, such as employees. Group chats are currently not supported.
File Share & Storage
We wanted a more secure and user-friendly experience than Dropbox and emails. Starting 1st February 2023 (as part of the January month end closing process and beyond), important documents or files will be shared on the Portal. There is a dedicated section for Bank Statements and other folders for different categories, such as Annual Accounts & Corporation Tax, Confirmation Statements and Payroll. Bank Statement reminder emails will continue for the short term, with the upload link redirecting to the Finacta Portal.