The Challenge: constant Month-End marathons
Before Datarails, generating financial reports and doing month-end was a massive undertaking for the company.
With multiple divisions across Spencer Butcher’s eight companies, Megan faced a time-consuming process stretching to a full week simply for formatting statements.
The accounting system is incapable of outputting statements in their preferred format, which led to long manual exports and Excel workarounds, says Megan.
She says: “I’d have to shut everything else down to get it done. No emails, calls, or other tasks. There was just no time for anything else.”
Solution: One click clarity with a solution that speaks Excel
Datarails delivered exactly what Megan needed: fast, reliable, and flexible reporting with Excel familiarity.
Formatting, updating, and generating reports turned from what once took days/weeks to a few minutes.
“It really works. At the click of a button, my financial statements are ready. From over a week to minutes.”
Megan Hedderson
Controller
The cherry on top: Datarails Dashboards & Storyboards
“I love the AI and the Storyboards that visually show and tell you what’s going on and does the work for you.”
Megan Hedderson
Controller
Reporting to upper management has become a breeze for Megan. She prepares her Storyboards with the click of a button and “they love it.”
Benefits & Key Results: From Numbers to Insights
With Datarails, Megan has not only sped up reporting but also expanded her analytical capabilities. With her time-savings, she now has time to have deeper insights and identify trends helping management make faster, data-driven decisions.
Key Results:
- Efficiency Gains: Month-end report generation time cut from a week to minutes.
- Enhanced Insights: Ability to dive into trends in monthly reports with real-time analysis and supplemental reports.
- Improved Accessibility: Management now has access to visually driven reports, increasing their understanding of variances and trends.
- Streamlined data validation and error-checking
- Integration of multiple data sources (accounting, payroll, inventory)
- Advanced visualization capabilities with AI-powered storyboards for management reporting
“I use my extra time to dig deeper, uncover trends, and add real value to our financial analysis.”
Megan Hedderson
Controller
Conclusion: Worth every penny
“Datarails has saved me a ton of time. It’s absolutely worth the investment.”
Megan Hedderson
Controller
The Spencer Butcher is now equipped to:
- Focus on strategic analysis rather than manual formatting
- Identify trends and anomalies more quickly
- Provide more valuable insights to management
- Continuously expand reporting capabilities
