Actionable Intelligence
Actionable Intelligence

XCM keeps relevant information on key aspects of your tasks and resources at your fingertips. By making your data insightful, relevant, and readily available, XCM reporting helps you use real-time data to make decisions.

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Actionable Intelligence

Use Key Metrics to Maximize Productivity

XCM provides valuable reporting at every level within your business. Everyday users can track their due dates and project status trends, managers can identify where a process struggles, and executives can see improvement trends month over month, or year over year.

When your productivity equals profitability, insightful data can be the key to unlocking your company’s potential. XCM presents the most meaningful data to you, when you need it.  

XCM Is Productivity, Simply Enabled™

Whether through simple reporting on due dates and project status, or broader views of departmental performance, XCM provides the right data, in an easy-to-understand format, in real time.

Actionable intelligence provides the information that you need to assess, improve, and perform at the next level.
XCM helps you turn your data into information you can use to make strategic decisions.

Features & Benefits

Visibility

Visibility

Use real-time reporting to benchmark performance and gain the visibility you need to set strategic goals that help you remain competitive and energize your workforce.

Accountability

Accountability

Create a culture of increased accountability with due date and status update reporting clearly show the who, what, and when of any project or task.

Flexibility

Flexibility

Customize reporting to see granular or broad aggregates of real-time data from your firm or department, on a weekly, monthly, or other timeframe.

Control

Control

See how long projects actually take, view resource performance, and understand the duration for each task to know what needs to be adjusted, and where bottlenecks occur.

Productivity

Productivity

Track goals and performance on any web-enabled device, with real-time data that is provided in a clear and insightful format.

Profitability

Profitability

Use XCM's actionable intelligence to identify ways you could be improving efficiency, productivity, and ultimately—profitability.

Benefits by Work Type

XCM lets you streamline accounting workflow and standardize your processes for reoccurring weekly, monthly, quarterly, and annual accounting functions. It automates processes to provide unparalleled visibility, clarity, and accountability. Reduce burnout by enabling staff to work more efficiently and effectively—and gain control over your practice via a real-time view of work in progress at the individual, departmental, office, and/or firm-wide level.

Click below to learn how XCM can simplify your other tax, finance, accounting, and audit functions:

Benefits by Role

XCM can help you gain visibility across all the tools you and your team use, to deliver a management-level view of all work in progress. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality.  

Click below to understand how each role can benefit from XCM productivity enablement:
 

The Trusted Solution

XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.

Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.

Get Started: Request a Demo