ProLytics Consulting Group

🎃Remember these? 👻 Halloween may be a time for treats and spooky fun, but for non-profits, it’s a reminder that no “skeleton crew” of resources should hold them back from achieving their mission. As we approach year-end giving, many non-profits are in critical need of donations to keep their impactful programs thriving. But here’s the trick: with so many priorities, it can feel like a haunting task just to track where funds are going and which initiatives need a little extra magic. That’s where a powerful FP&A platform can make all the difference. A robust FP&A system helps non-profits: 🍬 Manage and forecast fund allocation with precision 🧛♂️ Gain full transparency into how donations fuel their mission 👻 Automate reporting to save time for what matters most—driving impact 🔮 Easily adapt financials to adjust for incoming contributions or changing needs This Halloween we have a Gift-Card treat for those booking a demo with us, ready to see how an FP&A platform can help your organization make the most of every donation. 👇🎃👻 https://lnkd.in/eHymebPa #Halloween #Nonprofits #Donations #FinanceForGood #FP&A #FinancialPlanning #Budgeting #Transparency #Automation #ImpactfulGiving #FundAllocation #nonprofitmanagement Nonprofit Management

🎉 Thrilled to have attended the Small and Mighty Summit at the Toronto Marriott Markham It was an incredible event, packed with valuable insights from a variety of speakers, including Pierre Cleroux of the BDC. 🔥 Pierre lit up the room, sharing his expertise on the economy and how businesses—big and small—are gearing up to embrace AI, automation, and stronger technology investments. "According to a report by PwC, 77% of CEOs say that hiring and retaining talent is critical to achieving growth, and companies that invest in advanced technologies are 5 times more likely to attract and retain top talent."🌱💡 By staying ahead of the curve, businesses can strengthen their foundations and drive future success. From what we've seen with our clients, organizations that have implemented our solutions have reported a +40% reduction in security incidents related to financial data, giving them the peace of mind to focus on growth and innovation.🛡️💼 Curious about how automation can save time and improve accuracy in your financial reporting? Or how AI can supercharge your analysis? 📊🤖 Plus, a secure cloud infrastructure that keeps your sensitive data safe? ☁️🔐 Get ahead of the curve and gain a first-mover advantage on what’s coming next! 🚀 Click here to learn more. https://lnkd.in/eHymebPa #SmallAndMighty #AIFinance #Automation #TechTrends #FinancialReporting #CloudSecurity #Innovation #BusinessGrowth #TalentAttraction #OrganicGrowth #FirstMoverAdvantage Vena Solutions #fpna #financeplanning #quarterlyreporting #financeplatforms #FinanceLeadership #DigitalTransformation #BusinessTransformation

🍂🦃 Thanksgiving is approaching fast!🦃🍂 We are looking to say Thanks to those learning more about our solutions with Vena. As a Microsoft Partner, we're extending a $100 gift card when you book and attend a demo with us to discover how automation can transform your business as we head into 2025. The Vena platform can save time ⏳ and increase accuracy ✅ for your Finance team. Existing clients: 2025 is going to be the year of automation! Let’s talk about Copilot, PowerBI and completing those Vena features in expanding your solution platform to unlock even more efficiency and insights as your business grows! 🚀 Happy Thanksgiving from your Finance technology services partner, we’re here to support your success every step of the way! https://lnkd.in/eHymebPa #ThankYou #MicrosoftPartner #VenaSolutions #FPandA #FinanceEfficiency #SaveTime #IncreaseAccuracy #PlatformExpansion #BookADemo #Growth #ManagedServices #FinancialPlanning #BudgetSeason #StrategicImplementation #BusinessGrowth #Efficiency #Collaboration #ScenarioPlanning #SuccessStrategies #AwardWinning #ai #financeai #aicopilot

📊 Free Law Firm Profitability Analysis Template 📊 Unlock valuable insights into your law firm’s performance with our free Excel template! Perfect for Excel users looking to analyze profitability across different timekeepers. Here's what you'll get: 📈 Assess timekeeper performance to make data-driven decisions. 🧑💼 Gain insights into profitability for better financial management. 💻 Experience our Profitability Analysis using the PCS solution front-end. Drop us a line to receive the free template, template now and take control of your firm’s financials! The download link is here: https://lnkd.in/eHymebPa #lawfirm #profitability #financialanalysis #excel #legaltech #professionalservices #fpna #lawoffice #legalfinance #legalfinancial #lawofficemanagement #officemanagement #partner #partnerprofitability #legalprofessionals #legalmanagement 🔍 Note: With this Excel template, Excel-users can experience our Profitability Analysis using the PCS solution front-end, albeit missing the backend functionality of a complete Vena implementation to support the solution.

🚀 What a fantastic in-person meetup! 🚀 Last week, we had the pleasure of hosting a Vena meetup where we showcased a #CPD #CPE eligible course showcasing Power BI and the incredible advantages it brings to data visualization. 📊 It was great to see such an awesome turnout! 🙌 The level of engagement, questions, and feedback from attendees was phenomenal. From those just getting started with Power BI to those looking to optimize their reporting processes, the involvement and enthusiasm were inspiring. 💡 A huge thank you to everyone who attended and contributed to the lively discussions! 🎉 If you missed it, don’t worry—we’re always here to share how Power BI can transform the way you visualize your data and streamline financial insights. 📈 Feel free to reach out if you’re interested in learning more about Power BI or how it integrates seamlessly with Vena to enhance your financial operations. Looking forward to connecting soon! 💼 #PowerBI #DataVisualization #Vena #FinanceTransformation #FPna Metro Supply Chain https://lnkd.in/eHymebPa

3 Checkpoints an FP&A Platform Provides to Lighten the Load During Budget Season 📊💼 One of the key-takeaways from our in-person event at Vena Solutions, was to 'Prepare for Anything'. Here are 3 advantages that these awesome #venanites have bolstering their success. Let's share what ProLytics Consulting Group saw as the key advantages Vena brings to a budgeting cycle. As finance teams prepare for budget season in the face of economic uncertainty, the pressure to deliver accurate, data-driven insights intensifies. A robust FP&A platform can help lighten the load and provide the clarity needed to navigate this critical period. 1. Automated Data Collection and Consolidation ⚙️ Manual data collection is time-consuming and prone to errors. An FP&A platform automates this process by pulling real-time financial data from various systems and consolidating it into one central location. This not only saves time but ensures the accuracy and integrity of the data, giving finance teams more room to focus on analysis rather than administration. 2. Scenario Planning and Forecasting 🔍 In an uncertain economy, the ability to forecast different scenarios is crucial. An FP&A platform allows finance teams to quickly model multiple "what-if" scenarios, helping them assess potential impacts on cash flow, revenue, and expenses. This agility provides the insights needed to prepare for best and worst-case economic conditions, making it easier to adjust plans as needed. 3. Real-Time Collaboration and Transparency 🤝 A strong FP&A platform facilitates seamless collaboration across departments by providing a single source of truth for financial data. With customizable dashboards and shared access to reports, teams can collaborate in real-time, ensuring that everyone stays aligned. This level of transparency and coordination can significantly reduce bottlenecks and accelerate the budgeting process. By providing automation, scenario modeling, and real-time collaboration, an FP&A platform helps finance teams manage the complexity of budget season with greater ease—even in uncertain times. https://lnkd.in/eHymebPa #FP&A #BudgetSeason #FinanceTeam #FinancialPlanning #Automation #ScenarioPlanning #BusinessIntelligence #RealTimeCollaboration #EconomicUncertainty #Efficiency #financereporting #budgetingandreporting #fpna 🌱 Patrick (Paddy) Massot Carrie White 🌱 Gurp Gahunia Asad Zaman William Liang Paisley Garratt Cody Deadman Evan Walker  

🔥 What an incredible turnout at our Vena Toronto in-person event! 🔥 The most requested topic everyone wanted to learn more about? 🎯 Vena’s Copilot! Our knowledge of how to stand-up this revolutionary AI-enabled tool is changing the game for finance teams by allowing them to leverage natural language to drive insights and substantiate the results of their analysis. Imagine being able to ask, “What are the top drivers of variance this month?” or "What is my Revenue by employee for June 2023?"– and getting a clear, data-backed response in seconds. ⚡ That’s the power of Vena Copilot in action. Copilot is helping finance teams unlock new levels of efficiency and confidence in their decisions, all while saving time and enhancing accuracy. 📊💡 Excited to learn more about what’s involved in shaping the future of your organization’s financial analysis? Stay ahead of your competitors and talk to us now! 🚀 https://lnkd.in/eHymebPa #VenaCopilot #AIinFinance #FinancialTransformation #FP&A #NaturalLanguage #FinanceInnovation #TorontoEvent #FutureOfFinance Vena Solutions #managedservices

🎾💼 Tennis, Finance, and the Power of Managed Services 🏆 As an award-winning Vena partner, we deliver the tools and expertise finance teams need to stay agile, focused, and ahead of the competition. With Vena’s powerful platform and our tailored services, we help clients boost efficiency, accuracy, and performance. 🚀 In both tennis and finance, success comes from training, preparation, and leveraging the right support. Just as top tennis players rely on coaches, finance teams can benefit from managed services that provide expert guidance and streamlined processes. 🎯💡 Key parallels: 🎾 Training & Preparedness: Just like athletes, finance professionals must continuously upskill and stay prepared with accurate forecasting and reporting. 🎾 Transferable Skills: Discipline and strategy on the court mirror the strategic thinking needed in financial planning. 🎾 Managed Services: With our award-winning Vena solutions, your team gets the right support to streamline complex processes and win big in finance! 🏅💼 #TennisAndFinance #ManagedServices #VenaSolutions #AwardWinningPartner #FinanceExcellence #DataDriven #StrategicThinking #FP&A #FinanceSkills #FinancialPlanning Carrie White Asad Zaman 🌱 Meg Bowie The CFO Show Vena Solutions

✨ Thank You for an Amazing Toronto Vena-User-Group Event! ✨ A huge thank you to all our incredible clients who joined us at the Vena office for an afternoon of insights, connections, and learnings! 🎉 Your expertise and engagement truly made the event a success. 📊 We were especially honored by our panel speakers who shared their valuable experiences and insights on how Vena has transformed their financial processes. 💡💬 Your stories and feedback help us continue improving and delivering exceptional solutions. Shout out to Vena Solutions for helping deliver this great event!! 💹 🍽️ Cheers to great food, drinks, and the amazing conversations that followed! Looking forward to growing our partnerships even further! 💼🤝 #CustomerAppreciation #VenaSolutions #ProLytics #FinancialPlanning #FPandA #ClientSuccess #Gratitude #Networking #TorontoEvents #Innovation #ContinuousImprovement #powerbi 🌱 Meg Bowie Sheneth Fernando, MBA Carrie White Avrie Duda Asad Zaman

Looking to earn CPE/CPD credits? ✨ Join us at Vena HQ in Toronto for an exclusive in-person event: September 19th 📅 12-5pm where you’ll: ✨ Discover the latest trends in financial planning 📈 Learn Vena best PowerBI practices from award-winning partner, ProLytics 🔍 Explore new features on the Vena product roadmap 🤝 Connect with finance professionals in your area Limited spots available—secure yours today! 📅 https://lnkd.in/gkQ--CD6 #FinancialPlanning #Vena #Networking #TorontoEvent #fpna #profitablityanalysis #FinanceProfessionals Carrie White 🌱 🌱 Gurp Gahunia Asad Zaman 🌱 🌱 Meg Bowie Paisley Garratt Avrie Duda Dylan McMullen 🌱 🌱 Danelle Fash Vena Solutions