Geschreven door:

Monitr

bijgewerkt op:
February 15, 2024
3
min

Winner of Exact Cloud Award 2021: Shaping the future of personalized real-time accounting with Rockit Finance

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Awarded the "Accountant of the Year" title by Exact in 2021, Rockit Finance has established itself as a beacon of innovation in the financial landscape, transcending the role of traditional accountancy. At the heart of their mission lies a dedication to pushing beyond the limitations of conventional accounting, leveraging real-time data to offer unparalleled insights and solutions. But what exactly propels them ahead of the curve?

A visionary approach in finance

Securing the "Exact Cloud Award 2021" has not only honored Rockit Finance but also validated its innovative approach to finance, transforming a real-time guiding philosophy into actionable strategies that benefit businesses and entrepreneurs. As we delve deeper, we will shed light on the pillars that support these innovative practices and, by comparing them to the local market, assess how they stand out.

Embracing a new era: beyond traditional boundaries

"The traditional accountancy playbook is no longer the benchmark. At Rockit Finance, we center our services around three main pillars: integration of automation, personalization, and real-time data analytics," Maarten explained. Why are these components pivotal, and how do they redefine client service? We invited Maarten to delve deeper into how this translates into practice.

Innovating client onboarding and reporting

"Imagine a scenario where financial reporting and client onboarding are both efficient and customized to each client’s needs. This was often hard and something I personally imagined being near impossible. When you unpack this, it's not just about data; it's about real-time strategies and real-time figures. It's about your personal workflow, your client's workflow, and choosing deliberately for a unified platform rather than staying within the boundaries of traditional spreadsheets," Maarten elaborated.

The power of real-time data: from observation to action

"Here is the beauty of it. Now, we are able to connect, manage, and update all financial data of all our clients in one platform, named Monitr. Rockit Finance has harnessed the ability to act on data instantaneously. This means we have the capability to predict and visualize each of our client's future cash flow and also provide them with real-time figures or, more importantly, real-time insights into how strategic decisions would reflect on their runway or future cash balance. This delivers a significant impact and transformative power," Maarten shared.

Synergy of expertise and Innovation

So, can we conclude it's more like a seamless blend of expertise and knowledge? "This synergy does not only enhance each client's experience but also redefines how we see and can offer personalized financial advice that transcends a reporting template," Maarten posited. Understanding that each client's journey is distinct, Rockit Finance excels in crafting personalized strategies supported by real-time data. This approach not only generates a new direction for financial stability and growth but also reimagines the essence of financial planning.

Navigating towards financial mastery

As we approach a new chapter, Rockit Finance invites us to envision a future where bespoke advice is powered by cutting-edge data analytics and real-time insights. "Each of your client's situations is different. Each client deserves more than a standard boilerplate reporting template. And even for yourself, imagine a scenario where financial reporting and client onboarding are both efficient and customized to each client’s needs. We won't argue with the winner of the 'Accountant of the Year' title by Exact in 2021, Rockit Finance, but it seems to be definitely a promising path for financial growth."

Monitr

Geschreven door:

Monitr, genomineerd door Volta Ventures, plaatst zich op "The Big Score 2022" als één van de 40 meest prestigieuze start-ups in België. De nominatie werd aan Monitr toegekend vanwege zijn innovatief vermogen om cash flow forecasting voor KMO's te automatiseren.

Veelgestelde vragen

Which reporting options does Monitr offer for accountants

Monitr Lite is designed to focus on real-time reporting, offering a detailed and in-depth balance sheet, income statement, and cash flow statement. Each report is fully customizable and can be rapidly personalized using templates. Monitr Premium offers more advanced features such as real-time cash flow visualization and rolling forecasting, making it ideal for customers who are seeking deeper insights and strategic decision-making through financial scenarios combined with live data.

Monitr Lite is designed to focus on real-time reporting, offering a detailed and in-depth balance sheet, income statement, and cash flow statement. Each report is fully customizable and can be rapidly personalized using templates. Monitr Premium offers more advanced features such as real-time cash flow visualization and rolling forecasting, making it ideal for customers who are seeking deeper insights and strategic decision-making through financial scenarios combined with live data.

How can I personalize my financial reporting and cash flow?

Monitr simplifies the personalization of your financial reports and cash flow management by directly linking your accounting accounts to a flexible reporting structure, thanks to its direct connection with your accounting software. You can effortlessly customize and tailor your reporting structure in real time. Start by using a reporting template tailored to your industry, or fully customize your reporting structure to fit your own needs.

Monitr simplifies the personalization of your financial reports and cash flow management by directly linking your accounting accounts to a flexible reporting structure, thanks to its direct connection with your accounting software. You can effortlessly customize and tailor your reporting structure in real time. Start by using a reporting template tailored to your industry, or fully customize your reporting structure to fit your own needs.

As an accountant, how can I automate cashflow forecasting for multiple clients?

Monitr enables you to centralize all your customers within a single platform. You can easily personalize the reporting structure for each company using sector-based templates or by importing an existing reporting structure from an accounting solution. Moreover, each report can be customized through a mapping scheme, allowing you to tailor how your figures are broken down and displayed in your financial reports and your cashflow forecast. By managing all your clients withing one platform, linked to your accounting solutions, the figures for each customer will be automatically updated in real-time, ensuring you always and can present a real-time, accurate and reliable overview of their finances.

Monitr enables you to centralize all your customers within a single platform. You can easily personalize the reporting structure for each company using sector-based templates or by importing an existing reporting structure from an accounting solution. Moreover, each report can be customized through a mapping scheme, allowing you to tailor how your figures are broken down and displayed in your financial reports and your cashflow forecast. By managing all your clients withing one platform, linked to your accounting solutions, the figures for each customer will be automatically updated in real-time, ensuring you always and can present a real-time, accurate and reliable overview of their finances.

Is it possible to set up a test case for my office?

Certainly, we can arrange a test case for you. This can be organized using either data from an existing customer or fictional information. Please reach out to one of our specialists to discuss your specific needs to ensure a reliable test case tailor-fit to your office.

Certainly, we can arrange a test case for you. This can be organized using either data from an existing customer or fictional information. Please reach out to one of our specialists to discuss your specific needs to ensure a reliable test case tailor-fit to your office.

Is it possible to contact references?

You can access references for Monitr in both Belgium and the Netherlands. For more detailed information, please reach out to one of our specialists

You can access references for Monitr in both Belgium and the Netherlands. For more detailed information, please reach out to one of our specialists

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