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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.

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Visibility

Visibility

Use XCM's 360° visibility to tasks and project status to empower your team to better manage their day and overall workload.

Accountability

Accountability

Gain a single view of work allocation by resource, allowing you to see utilization gaps or overages while managing the status of each.

Flexibility

Flexibility

Use customized mapping, statuses, and checklists to reflect your process rather than taking a “cookie-cutter” approach to use the system.

Control

Control

Create detailed process control with checklists that allow you to standardize specific activities related to the milestone statuses for each project.

Productivity

Productivity

Spend more time on data analysis than data collection with real-time XCM information available at your fingertips, which ultimately increases productivity.

Profitability

Profitability

Increase focus on more strategic imperatives to add more value to your practice as well as to your day-to-day work.

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.

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