Integrations
Invite the data owner
Import your financial data
Adjust the import where needed
Invite the data owner
Don’t manage the accounts yourself? Simply invite your accountant, accounting firm or CFO and get started together. The administration is connected from their own environment. That way the data owner stays in control of the data and your collaboration is fully compliant.
Import the financial data
Connect with an RGS-ready accounting system and import the financial data within a minute. For one specific company or for your entire portfolio.
Does an administration not use RGS? No problem. Our own AI models recognize the chart-of-accounts structure and suggest an adjustable RGS structure. You no longer need audit files.
Review the import and adjust where needed
Our import overviews show you whether the mapping is complete. We also check suspense accounts for temporary amounts. In addition to the automatic checks, you can add accounts yourself to be checked.
You can also move groupings in our model as needed or easily make corrections.
All overviews, dashboards and reports on interim figures are then set up fully automatically.
Connecting the administrations is surprisingly simple. Everyone works with the same, up-to-date data, straight from the source. That makes our collaboration not only faster, but also much more effective.
Ready for a demo or want to get started yourself?
Try Quest Forecast for free or schedule a demo with our team.