Financial Reporting

Do your employees jump from software to software trying to produce financial and cost reports that will probably be late anyway? Does the financial intelligence that you desperately need to make informed decisions seem to arrive in a format not applicable to your situation?

ProviderPro® financial reporting from Solana is setup from the beginning to recognize the need to report financial data in many different ways and then distribute simply using techology. ProviderPro empowers the finance office to produce financial reports applicable to your ownership and Board, funding sources, directors and program directors, banks and other constituents in a manner relevant and applicable to their individual interests.

Integrates with General Ledger

The secret to timeliness is having all the necessary financial data in one place for reporting.  Your finance department will appreciate having the ledger data for reports at the click of a mouse as all revenue, expense, asset, liability, and equity reside in one software system. No more general journal entries to recognize fee-for-service revenue tracked in Microsoft® Excel™ or the funder’s billing software. No long, after-hours work to allocate payroll expense due to the system not being truly integrated. Like the sounds of that? There’s even more to get excited about!

Relevant Reporting

This financial reporting system is designed and used by CFOs, controllers and accountants in the developmental disabilities service field. Included are all the features to organize and report in a manner relevant to the report reader. Imagine income statements in a summary format for the Board by operating division, in more detail for the executive director/CEO by program, in detail by program for each program director, and focused by site for the site supervisor.

Unlimited History

The financial reporting system does not require an agency to purge or archive data thereby losing report access. The powerful database that ProviderPro is built upon allows for virtually limitless transactions to be stored for reporting years after the fact. Auditors love the detail and trail from prior years!

Three Reporting Tools for Ultimate Flexibility

ProviderPro includes three different financial reports to accommodate individual preferences. Included, at no additional charge, are built-in financial reports as well as Excel™-based reports. Our developers have devised a unique Excel add-in that actually lets your Excel-based financial reports read and write directly from and to the database using certain user defined parameters for dates, including accounts and presentation formats. Accounting standards and rules are followed plus an audit trail is created.

Add in the optional Microsoft Management Reporter™, the replacement for FRx in non-Microsoft ledger environments, for ultimate report creation and execution. Point-and-click drill-down reporting shines as well as the ability to automate report distribution.

User Customized

Although ProviderPro starts with a set of best practice reports formatted specifically to your agency, we realize you have competitive differences to the agency down the street.  Start with our reports by client, site, program, department, funding source, operating division, and then run from there! Our talented staff of accountants work with you to tailor your setup specific to your wants and needs.

Drill-Down

Adding the Microsoft Management Reporter option allows point-and-click drill-down reporting. Imagine evaluating a large dollar amount and continually clicking to drive that number down, right on screen, to the transaction level – all from within the report itself!

Advanced Report Distribution

Are you finding a need to distribute reports in ways more than just paper alone will allow?  Go ahead, blast out reports via email to your people with security to dictate what data they see and in what format it is viewed.  Feel like self-service is in order?  ProviderPro can be setup for end users to run up-to-the-minute reports themselves on only the data you allow them to access.  Want more?  Publish to a secure Internet portal for retrieval by interested parties!