Features and Benefits of Cloud CFO

Cloud CFO is a complete solution for Group Company Financial Reporting enabling multiple entity consolidation and management accounts production.

Reliable accurate reporting – Enabling strategic decision making
Reporting and consolidation is automated, eliminating manual errors and takes minutes rather than days. Via a secure login, every user accesses a single real time and reliable version of the truth from the cloud.

Highly flexible – Changes with the business
The user is at the centre of Cloud CFO. You can modify your company structure, business rules and report formats with ease, adding users and entities whenever required.

Leverages your spreadsheets – Minimal operational impact
Cloud CFO allows you to retain your current flexible spreadsheet model by connecting it to the cloud. This avoids complex and risky data migration and extensive staff training, reduces risk and eliminates issues such as data quality and user access.

Audit – Increased oversight and control
Every change made is logged within the database. Cloud CFO’s audit trail allows you to view this history, along with the times and the usernames of those making the changes

Activate Cloud CFO

STEP 1: Register to activate your product

To begin using the Cloud CFO Trial, register using the ‘Activate Cloud CFO’ form.

After you have registered you will receive an email with your log in and password. Please check your junk folder.

Scroll to Step Two below to download your Cloud CFO Trial.


STEP 2: Download

Clicking the ‘Download’ button will activate your download of Cloud CFO Trial. This is a simple .xlsm file that works with Microsoft Excel 2007 or later. Save this file at a convenient location.

To help get you started, you can view some quick Getting Started Videos below, or download our Step by Step Guide for reading at your own convenience.

Proceed to Step Three to get started.

STEP 3: Verify

Make sure you have followed the verification link in the email sent to you to verify your product (Step 1). You will not be able to log in until you have completed this step.

Ensure you enable macros after opening the workbook.

Need a little more info? Watch our handy Getting Started Videos below, or download our Step by Step guide to get you started.

Having trouble? Contact us here

Getting Started

Watch our videos below to help get you started, or download our step by step guide, and find out about Cloud CFO.

To stay up to date, follow us

LinkedIn logo Twitter_logo_blue