Financial Planning Software

Financial Planning SaaS

with state of the art technical capability, security and back-up systems

Mia’s architecture embraces six key areas of advanced technology that enable sophisticated, comprehensive and actionable data analysis and reporting.

Integrations

Integrations

APIs are integral within the Mia engine so you can achieve real time data integrations. Mia will push and pull data from all of your data sources, including your CRM, ERP and credit information providers. That means her data is current all of the time. Analysis is based on accurate reality and trends emerge as they happen.

Data warehouse

Data warehouse

The data warehouse is at the heart of the Mia engine. Every action and outcome is captured in Mia’s custom built data warehouse: it’s all available for reporting analysis and score card evaluation to deliver continual improvements and financial growth. New algorithms are continually added to the data warehouse to provide fresh insights into performance, which can be converted into actionable score card components.

Score card engine

Score card engine

The Mia score card engine is configured to aggregate multiple sets of data components to produce comparable scores for each customer or user. The score cards make it easy to distil large data sets into a single meaningful score that can be ranked or compared to make key business decisions.

State change engine

State change engine

Mia’s state change engine monitors your data for relevant updates such as a customer account status changes, user activities or customer communications and applies automated decisions based on customised rules. She identifies real-time changes that require a decision or an action to be taken and either applies them automatically or flags them to the appropriate user. Configured with your conditions, the state change engine delivers your optimal order-to-cash management cycle.

User interface

User interface

Designed with a user experience focus, Mia’s interface enables you to view data in logical formats and perform actions with ease and efficiency. Customise the dashboard in line with individual objectives and KPI’s and configure views to suit questions and answers needed for financial decision making. Mia allows configurations to be interchanged, downloaded and integrated into visual graphs ready for detailed reporting.

Reporting

Reporting

Mia’s advanced metrics bring your data to life through meaningful performance measurements. She delivers trending to show how your rules have delivered your KPIs, user performance analysis and historical customer performance analysis. Extrapolating from her extensive data, Mia is capable of providing reliable, fact-based forecasting so you can refine rules and conditions and make impactful, data driven decisions that will actively increase financial growth.