Deployment

Initially

Procountor and NETVISOR ~15 min

Create an API key in Procountor or Netvisor

We will provide you with a brief and clear instruction. Following it, you will enable the API connection in Procountor, create an API token and password.

Integrated with API keys in Caleido

In Caleidos, you go to settings and press the integration button. You enter the API credentials in the pop-up window. The integration has been completed. Data synchronization begins.

Check the mapping of the bookkeeping accounts

Caleido can identify the accounts in the basic chart of accounts and place them in the correct position automatically. And if you have created accounts yourself, you simply drag them to the right place in the chart of accounts.

Did that sound easy? It is.

You are ready to use Caleido

Financial software that gives superpowers

High-level modeling. Build a driver-based budget 10 times faster than in Excel. Get income, balance sheet, and cash flow forecasts that adhere to double-entry accounting.

One truth about the numbers. Budget and lead your business from a single integrated platform. Share the latest financial figures as a link or file and comment on them directly in the system.

Automate reporting and analytics

Financial software that gives superpowers

Rapid reporting. Easily update thousands of cost center data by simply dragging and dropping. Or create classification rules that automate most of the work.

Analyze deviations. Accounting data is always ready for reporting and deviation analysis. Create cash-based scenarios in seconds by changing payment terms or other drivers.

Morgan Stanley level modeling. Build a driver-based financial model 10x faster than in Excel. Get out-of-the-box P&L, balance sheet, and cash flow forecasts that are powered by double-entry accounting logic.

Single source of truth. Work in one integrated and collaborative platform to run your financial planning and operations. Dynamic, clean, and seamless data, all in one place. Zero switching between systems and spreadsheets.

Automate reporting and analytics

Lightning fast. Speed up your reporting by updating dimension labels for thousands of rows with simple drag-and-drop. Run cash-based sensitivity scenarios in seconds by changing business parameters.

Everything in sync. Accounting data is always up-to-date and ready for reporting or variance analysis. Actuals are linked to your financial plan at the row level, which allows for detailed changes that are nearly automatic.

Utilize best practices

Ready-made report templates and metrics.

Utilize best-practice report templates and metrics in your industry. Customize them easily to your own needs by dragging, without formulas or expensive consulting.

Visualize and compare. Visualize your performance using charts and dashboards. Add benchmark data to the graphs that correspond to the size, stage, and sales strategy of your company, or set a goal.

Book a demo

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