Qvinci Software: Comprehensive Guide, Pricing, Features

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Qvinci Software is a powerful financial reporting and data consolidation tool specifically designed for multi-unit businesses, franchises, accounting firms, and nonprofits. It provides real-time financial reporting, advanced data analytics, and streamlined management across various financial entities. Businesses that manage multiple locations or entities benefit greatly from Qvinci’s ability to consolidate data and generate customized reports quickly, making it easier to make informed financial decisions.

What is Qvinci Software?

Qvinci is a cloud-based financial reporting solution tailored to address the unique challenges faced by multi-unit organizations and professionals working with multiple financial entities. At its core, Qvinci is designed to help businesses streamline and automate the process of financial data consolidation, which is often time-consuming and prone to errors when done manually.

Qvinci’s software suite offers tools that go beyond simple reporting; it delivers insightful, actionable data and allows users to customize reports to meet their specific needs. As such, it serves as a valuable asset for CFOs, financial managers, accountants, and other stakeholders who require a detailed view of financial performance across different segments of an organization.

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Why Qvinci Software

Why Qvinci

Qvinci for Multi-Unit Organizations stands out as a premier solution for financial management and reporting. Designed to meet the diverse needs of businesses with multiple units or locations, Qvinci offers a suite of robust features that enhance efficiency, accuracy, and decision-making. By seamlessly integrating with various accounting software and automating data collection and reporting processes, Qvinci provides a scalable, secure, and comprehensive platform that simplifies financial oversight and promotes best practices. Whether it's standardizing system reporting, automating routine tasks, or facilitating detailed performance comparisons, Qvinci empowers organizations to achieve unprecedented visibility and control over their financial operations.

Standardize Reporting: Qvinci enhances the quality and accuracy of financial reporting by automatically mapping data into a Standard Chart of Accounts. This feature eliminates manual consolidation and provides 24/7 access to critical information, enabling informed business decisions. Regardless of the organization’s size, Qvinci ensures that financials are always up-to-date, reports are timely, and data remains clean and easily digestible. Users can create customized report templates or choose from standardized options, deploy them across all units, and let Qvinci handle the rest. The platform allows for flexible report customization, including the addition, deletion, and resizing of columns, as well as creative adjustments to font size, color, and style. Once a preferred template is saved, Qvinci automates the publishing process, eliminating the need for multiple versions of reports.

Data Collection Automation: Qvinci provides enterprise-class functionality at an accessible price, making it an ideal intelligence tool for multi-unit organizations. By connecting Qvinci to accounting software across reporting units, users gain access to comprehensive financial details. Point-of-sale (POS) data alone often fails to provide the necessary level of business intelligence, making regular collection of detailed financials crucial yet challenging. Qvinci addresses this issue by automating data collection, which saves time, reduces costs, mitigates risks, improves efficiency, and increases compliance. The system updates daily, catches errors as they occur, and significantly reduces the potential for fraud.

Determining Best Practices: Qvinci’s portal offers a comprehensive view of all units within an organization and allows for quick drill-downs to underlying reports. This facilitates peer collaboration and workflow management. The platform includes a wide array of intelligence features designed to identify and promote best practices through detailed performance comparisons and savings identification. Custom KPI metrics support self-improvement, while benchmarking and ranking reports can be accessed with a single click. Users can view up-to-date P&L, Balance Sheet, Cash Balance, and AP/AR Aging reports for any unit at any time, from any device. Qvinci aids in early detection of at-risk units, improves fraud detection, and ensures units do not operate in isolation. It also helps organizations remain audit-ready at all times, leveraging patented technology to identify and resolve problems uniquely.

Key Benefits

Highly scalable and extremely secure

Boosts efficiencies and reduces risk

Increases compliance and provides unprecedented visibility

Daily updates and automation of routine tasks

Enhances group purchasing power

Requires minimal effort at remote locations

Key Features

Centralized dashboard

Unlimited free users

Automatic mapping to a Standard Chart of Accounts

Automatic consolidation

Benchmarking and ranking

Custom report builder and ratio analysis

File verification and alerts

Trend monitoring

This detailed overview highlights the comprehensive features and capabilities of Qvinci for Multi-Unit Organizations, emphasizing its utility in enhancing financial management, efficiency, and decision-making processes.

How Qvinci Works

Qvinci was founded with the vision of providing the accounting, franchising, and multi-unit markets with cost-effective, ERP-like solutions that deliver comprehensive financial data consolidation, automated reporting, workflow management, and advanced business intelligence through the cloud. Today, Qvinci’s industry-leading solutions empower users with actionable data that enhances operational efficiencies, deepens financial insights, and drives greater profits.

Qvinci offers a host of features, including improved visibility, automated reporting, a secure portal, daily syncs, error detection, business intelligence, workflow management, and unlimited free users. The platform seamlessly integrates with QuickBooks, Xero, MYOB, and Excel, ensuring users have access to the most current and accurate financial data. By automating the manual tasks associated with traditional financial reporting, Qvinci’s patented technology saves significant time, allowing users to focus on more strategic initiatives.

The highly customizable consolidation, reporting, and benchmarking platform provided by Qvinci effectively gathers financial data and monitors performance across various industries, including accounting, franchising, multi-unit organizations, nonprofits, banking and investment, and associations. Through these capabilities, Qvinci delivers unparalleled support and insights to help organizations thrive.

Qvinci For Accountants

Qvinci for Accountants is a comprehensive business intelligence and reporting tool designed to help accountants and bookkeepers provide value-added advisory services. It integrates with QuickBooks and other accounting software to automate data collection, consolidation, and mapping, offering customizable reports and financial insights.

Qvinci's Turnkey Advisor Program equips professionals to launch and scale their advisory services, optimizing workflow and improving billing realization. The platform also includes features like automated client reporting, centralized management, and collaboration tools, making it easier for accountants to manage their clients' financial health and make informed decisions. Some of the observable points are:

Actionable Financial Insights: Qvinci provides customizable, easy-to-implement, and cost-effective reporting that helps accountants offer professional financial insights.

Integration with QuickBooks: Qvinci integrates seamlessly with QuickBooks, enhancing bookkeeping and reporting capabilities.

Turnkey Advisor Program: This program helps accountants launch and scale their advisory services, optimizing workflow and improving billing realization.

Automated Client Reporting: Qvinci automates the creation and distribution of client reports, saving time and effort.

Centralized Management: The platform offers a centralized management system for all client data, improving efficiency and collaboration.

Scalability: Resources like storage and processing power can be easily scaled to meet the needs of growing practices.

Security:High-level cloud encryption, monitoring, and backup ensure data security and prevent unauthorized access.

Best Practice Webinars: Regular webinars provide insights into using technology to enhance advisory services and increase billing realization.

Qvinci for Accountants offers several features that help reduce expenses and improve efficiency:

Cost-Effective Reporting: Qvinci provides customizable, easy-to-implement, and cost-effective reporting that helps accountants offer professional financial insights without breaking the bank.

Reduced Package Prices: Qvinci offers Intuit products at a substantially reduced package price, enhancing bookkeeping and reporting capabilities while saving money.

Eliminate Redundant Tasks: By automating data collection, consolidation, and mapping, Qvinci eliminates redundant tasks, allowing accountants to focus on more value-added activities.

Optimized Workflow: The platform optimizes workflow and staff collaboration with a landscape view of all clients, improving efficiency and reducing bottlenecks.

Automated Client Reporting: Qvinci automates the creation and distribution of client reports, saving time and effort.

Improved Staff Utilization: By streamlining processes, Qvinci helps improve staff utilization, allowing accountants to spend more time as consultants rather than report writers.

These features collectively help accountants save money, time, and resources while enhancing their advisory services and increasing profitability.

Qvinci For Franchises

Qvinci for Franchises is a business intelligence and reporting tool designed to help franchises and multi-unit organizations improve their financial health and profitability. Here are the key points:

Actionable Financial Insights: Qvinci provides customizable, easy-to-implement, and cost-effective reporting that facilitates informed decision-making.

Integration with QuickBooks: Qvinci integrates seamlessly with QuickBooks, enhancing bookkeeping and reporting capabilities.

Automated Data Collection: The platform automates data collection and consolidation, providing detailed financial data to grow the system.

Standardized System Reporting: Qvinci standardizes system reporting by mapping unit-level financials to the franchise's structure.

Best Practices: Regular webinars help franchises learn how to use technology to drive system-wide improvements and increase profits.

Collaboration Portal: The portal enhances collaboration and provides a landscape view of all units, improving efficiency.

Forecasting Tools: Qvinci offers tools for cash flow and financial trending and forecasting, helping franchises plan for the future.

Qvinci for Franchises offers several benefits related to automating data collection:

Detailed Financial Data: Qvinci goes beyond point-of-sale systems to provide detailed financial data, helping franchises grow their systems effectively.

Automated Data Collection: The platform automates the collection and consolidation of financial data, reducing manual effort and the potential for errors.

Standardized Reporting: Qvinci standardizes system reporting by mapping unit-level financials to the franchise's structure, ensuring consistency and accuracy.

24/7 Access: Users have 24/7 access to their financial data, allowing for real-time monitoring and decision-making.

Eliminate Complexity: By automating data collection, Qvinci eliminates the complexity of manual consolidation, making financial management more straightforward.

These features help franchises streamline their financial processes, improve accuracy, and make more informed decisions

Consistency and Accuracy: By mapping unit-level financials to the franchise's structure, Qvinci ensures consistent and accurate reporting across all units.

Dynamic Templates: The Report Styler allows users to create and style templates that dynamically update with data, saving time and effort.

Centralized Reporting: All reports are centralized, providing a comprehensive view of the franchise's financial health.

Customization: Users can customize reports to meet specific needs, ensuring that the most relevant information is always available.

Efficiency: Standardized reporting reduces the time spent on creating individual reports, allowing staff to focus on more strategic tasks.

Qvinci for Franchises helps identify best practices in several ways:

Benchmarking: Qvinci allows franchises to benchmark their performance against top performers within the system, helping identify areas for improvement.

Detailed Financial Reports: The software provides detailed financial reports that highlight what top-performing units are doing well, offering actionable insights for other units to follow.

Non-Financial Peer Groups: Users can create non-financial peer groups for reporting purposes, such as same region or similar number of employees, to compare performance.

Actionable Information: Qvinci offers filters that provide accurate pictures of each location's performance, helping franchises make informed decisions to increase profitability.

Privacy and Security: The software ensures that benchmarking data is non-specific and presented in a way that maintains privacy, so no one can determine the owners of the information.

These features help franchises maintain margins, reduce risk, and promote growth by leveraging best practices from within the system.

Qvinci For Multi-Units

Qvinci for Multi-Unit Organizations offers a comprehensive range of financial solutions designed to streamline financial management and enhance decision-making for multi-unit enterprises. Integrating seamlessly with QuickBooks, Qvinci simplifies bookkeeping and reporting by automating data collection and consolidation.

This ensures detailed financial data migration and mapping, reducing manual effort and potential errors. The platform provides customizable financial reporting and business intelligence tools, including wellness dashboards and financial portals, that offer valuable insights into the financial health of the organization.

Additionally, Qvinci includes advanced analytics features such as KPI building, benchmarking, ranking, predictive analytics, cash flow forecasting, and trend analysis. These tools help organizations to make data-driven decisions and improve their overall financial performance.

Comprehensive financial management is supported by features like GL drill-down, JE management, and customizable financial reporting, as well as integrations with QuickBooks Payments, Time, and Payroll to cover all financial operations.

To ensure that users can fully leverage Qvinci's capabilities, the platform offers user training and expert support. This holistic approach makes Qvinci a powerful tool for multi-unit organizations looking to optimize their financial operations and achieve better financial health.

Qvinci For Non-Profits

Qvinci for Nonprofits is designed to help nonprofit organizations improve their financial health and accountability. Qvinci’s cloud-based consolidated financial reporting toolset is ideal for organizations with stewardship responsibilities. Its powerful and patented solution benefits nonprofits in multiple ways.

Qvinci For Banking & Investment

Qvinci for Banking and Investment is a financial reporting solution designed to help professionals in the banking and investment industry manage their assets effectively. Qvinci’s powerful solution benefits banking and investment institutions in following ways:

Improve Business Intelligence: By automating the collection and consolidation of financial data, you’ll gain an enhanced view of client-level financials.

Save Time: Qvinci syncs disparate files to bring data into a central repository. This significantly reduces the man-hours required to consolidate financial data from multiple clients or entities.

State-of-the-art Reporting: With custom templating, styling and publishing of dynamic reports, Qvinci enhances reporting capabilities and offers improved economic predictors.

Identify Best Practices: With peer benchmarking, KPI building and dashboards, Qvinci helps identify best practices through actionable data and critical insights.

Standardized Reporting: Qvinci’s solution offers patented dynamic mapping to a Standard Chart of Accounts. Some firms have seen the number of line items in their charts of accounts reduced by as much as 75 percent.

Mitigate Wastefulness: The solution’s monitoring system which includes a Health Check feature catches errors and pinpoints the month and the account where errors occurred.

Improve Collaboration and Compliance: With unlimited user access and permission levels control, admins can ensure everyone within a system is on the same page and getting the financial data they need.

Reduce Threats: Daily automated file syncing and email alerts highlight accounting, cash and operating issues before they become a threat.

Qvinci for Associations

Qvinci for Associations is designed to help associations manage their accounting processes more efficiently across multiple chapters. By integrating with QuickBooks, Qvinci automates data collection and consolidation, providing detailed financial reports and insights. This allows associations to streamline their financial operations, improve accuracy, and make informed decisions.

The platform also offers customizable reporting, advanced analytics, and support services to ensure that associations can fully leverage its capabilities. In addition to helping associations be more efficient with their financial reporting, Qvinci’s powerful, patented and cloud-based solution offers benefits to their members in several ways:

Efficient Accounting Across Chapters: Qvinci helps associations handle their accounting processes more efficiently across multiple chapters.

Integration with QuickBooks: Seamlessly integrates with QuickBooks to automate data collection and consolidation.

Detailed Financial Reports: Provides detailed financial reports and insights to streamline financial operations.

Customizable Reporting: Offers customizable reporting to meet the specific needs of associations.

Advanced Analytics: Includes advanced analytics tools to help associations make informed decisions.

Support Services: Provides support services to ensure associations can fully leverage Qvinci’s capabilities

Various Solutions

Qvinci for Multi-Unit Organizations offers a comprehensive suite of financial reporting and analysis tools designed to streamline financial management and enhance decision-making. The platform provides various reports and features that enable businesses to monitor their financial health, improve efficiency, and make informed decisions.

Advisory Portal: This portal acts as a central hub for financial data, providing a landscape view of all units within the organization. It facilitates peer collaboration by allowing users to easily access and analyze detailed financial reports, thus improving overall transparency and communication.

Budget Vs Actual: The Budget vs Actual report is crucial for tracking financial performance against the budget. This report highlights variances between budgeted and actual figures, enabling organizations to identify areas where they are over or under-spending, and take corrective actions to stay on track.

P&L by Month: The Profit & Loss (P&L) statement by month provides a detailed breakdown of revenues, expenses, and net income on a monthly basis. This allows for trend analysis and helps businesses understand their financial performance over time, making it easier to spot seasonal trends and make strategic adjustments.

Balance Sheet: The Balance Sheet report offers a snapshot of the organization’s financial position at a specific point in time. It details assets, liabilities, and equity, providing a clear picture of the company’s financial stability and liquidity.

Trial Balance: This report ensures that all accounting entries are correctly balanced, which is a crucial step in the preparation of financial statements. It helps identify any discrepancies in the accounting records, ensuring accuracy and compliance.

PDF Packaging: Qvinci allows users to combine multiple reports and documents into a single PDF deliverable. This feature streamlines the reporting process by consolidating all necessary information into one cohesive document, making it easier to share and review.

Side-by-Side Financials: The side-by-side financials feature enables the comparison of financial statements from different units or locations within the organization. This is particularly useful for performance benchmarking and comparative analysis, helping to identify best practices and areas for improvement.

Health Check: The Health Check report assesses the financial health of the organization by identifying potential issues and areas for improvement. It helps organizations take proactive measures to ensure long-term financial stability and growth.

Pro Forma: This report helps create financial forecasts by comparing the performance of different units against best practices within the ecosystem. It provides insights into potential future performance, assisting in strategic planning and decision-making.

By leveraging these comprehensive reporting and analysis tools, Qvinci enables multi-unit organizations to improve financial oversight, enhance decision-making, and drive better business outcomes. The platform’s advanced features and user-friendly interface make it an invaluable asset for any organization seeking to optimize its financial management processes.

To access various reports available in Qvinci for Multi-Unit Organizations like – Advisory Portal, Budget Vs Actual, P&L by Month, Balance Sheet, Trial Balance, PDF Packaging, Side-by-Side Financials, Health Check, Pro Forma, click on the link below-https://multiunits.qvinci.com/qvinci-action

Qvinci Features & Capabilities

Qvinci is a robust reporting add-on tool that integrates seamlessly with your accounting software, making it an ideal intelligence solution for businesses that depend on financial reporting from multiple sources. It is particularly beneficial for accountants managing numerous clients or franchises overseeing vast numbers of units. The automated reporting functionalities of Qvinci are designed to enhance efficiency, reduce costs, mitigate risks, and improve operational workflows. The platform offers daily synchronization, unlimited access for free users, and advanced business intelligence features such as benchmarking and custom reporting. These capabilities enhance communication across the organization and ensure that all stakeholders are consistently updated in real time.

Qvinci’s suite of industry-leading functionalities provides an ERP-like experience, combining affordability with ease of use. The patented solutions streamline the processes of gathering, mapping, reporting, viewing, and monitoring essential financial data, thereby supporting the strategic objectives of firms and businesses. The advanced reporting add-on tool of Qvinci is meticulously designed to integrate with various accounting software to enhance financial reporting for businesses. Its integration capabilities extend to QuickBooks Online and Desktop (including hosted versions), Xero, MYOB, and Excel, facilitating automated data syncing and collection. Qvinci’s automated data syncing ensures that QuickBooks Online and Xero sync daily at 2:00 am Central, while QuickBooks Desktop and other files sync the first time a file is opened each day. Excel files can be manually synced at any time. QuickBooks users benefit from the ability to pull class, file, or location-specific data for reports, allowing for detailed and customized insights.

Qvinci’s patented technology for mapping dissimilar account names into a customizable Standard Chart of Accounts ensures consistency and flexibility across the organization. Users can view reports with either their native or standardized account names, enhancing usability. Custom reporting capabilities allow users to build Key Performance Indicators (KPIs) and generate reports based on Profit & Loss (P&L), Balance Sheet, or Cash Flow data from multiple files. These reports can be stored for future access in a custom report library or combined into a single PDF deliverable. Qvinci also supports the creation of templates that can be styled and shared universally across clients, locations, and entities. Reports can be exported to PDF or Excel, complete with custom headers and footers.

The platform automatically syncs Trial Balance for tax preparation and supports the creation of pro forma forecasts by comparing performance against top performers within the ecosystem. Standard reports available include P&L, Balance Sheet, Statement of Cash Flows, Sales by Customer, AP/AR Aging, and Expense by Vendor. Qvinci’s Budget vs. Actual (BVA) feature is fully automated, enabling the production of customizable reports that incorporate budget data from multiple QuickBooks files. Peer benchmarking is another critical capability, allowing entities or locations to be benchmarked against the top 10 percent, top 20 percent, and average performers within the ecosystem. The Balance Sheet Disable feature provides an added layer of privacy for contributors by allowing administrators to hide balance sheet information.

Additionally, the platform supports ranking across seven line items Total Income, Gross Profit, Total Expense, Net Income, Gross Margin, Expense Margin, and Net Income Margin providing a comprehensive analysis. Vertical Analysis can be toggled on for many reports to display relative percentages next to actual numbers, and side-by-side viewing allows for comparative analysis of entities or locations.

Qvinci syncs up to 36 months of data, offering flexibility in selecting standard or customized reporting periods. These features collectively establish Qvinci as a powerful, ERP-like financial reporting tool that enhances operational efficiencies and decision-making processes for businesses. The key features are:

Gather:

Connects with Multiple Accounting Software: Integrates with QuickBooks Online and Desktop (including hosted versions), Xero, MYOB, and Excel.

Automated Data Syncing:

QuickBooks Online and Xero sync daily at 2:00 am Central.
QuickBooks Desktop and other files sync the first time a file is opened each day.
Excel files can be manually synced at any time.

Sync by Class, File, or Location: Allows QuickBooks users to pull class, file, or location-specific data for reports.

Map:

Standard Chart of Accounts: Dynamically maps dissimilar account names into a customizable Standard Chart of Accounts. Users can view reports with either native or standard account names.

Report:

Custom Reporting: Build KPIs and customized reports based on P&L, Balance Sheet, or Cash Flow data from multiple files.

Library: Stores custom reports for future access.

Packaging: Combine multiple reports and documents into a single PDF deliverable.

Templating, Styling, and Sharing: Create custom reports and save as templates that can be styled and shared across clients, locations, and entities.

Export to PDF and Excel: Export reports to PDF or Excel, with options to add custom headers and footers.

Trial Balance: Automatically sync Trial Balance for tax preparation purposes.

Pro Forma: Create best practice forecasts by comparing performance against top performers.

Standard Reports: Includes P&L, Balance Sheet, Statement of Cash Flows, Sales by Customer, AP/AR Aging, and Expense by Vendor.

Budget Vs. Actual (BVA): Produce customizable BVA reports that include budget data from multiple QuickBooks files.

Peer Benchmarking: Benchmark performance against the top 10%, top 20%, and average performers.

Balance Sheet Disable: Allows administrators to hide the Balance Sheet for privacy.

Ranking: Rank performance across seven line items: Total Income, Gross Profit, Total Expense, Net Income, Gross Margin, Expense Margin, and Net Income Margin.

Vertical Analysis: Display relative percentages next to actual numbers in reports.

Side-by-Side Viewing: View side-by-side reports for entities or locations.

Reporting Periods: Sync up to 36 months of data and select standard or customized reporting periods within this timeframe.

Qvinci extends its features with robust viewing and monitoring capabilities designed to enhance security, collaboration, and financial oversight.

or viewing, Qvinci ensures secure access by allowing administrators to grant entity-by-entity or group-by-group access, ensuring that contributors view only their data, while managers can access the information necessary for their success. Administrators can grant access to an unlimited number of users and set permission levels, potentially eliminating the need to email reports, particularly beneficial for QuickBooks Desktop users.

Qvinci's monitoring features include a comprehensive portal that provides a landscape view of all clients, companies, entities, or locations within the ecosystem, enhancing collaboration among management-level employees. The dashboard feature allows users to select widgets to display crucial information such as P&L, Financial Summary, and AR/AP Aging.

Qvinci also incorporates automated file verification, running seven tests daily to identify basic accounting errors and discrepancies, pinpointing the month and account where errors occurred. Users can receive daily and weekly financial snapshot emails, providing summaries of income, net income, accounts payable, accounts receivable, and cash balances, with customizable frequency settings.

The My Files View feature allows users to monitor the status of all files connected to Qvinci, while alerts provide email snapshots of financial status, targets, and thresholds, helping users stay informed about key financial metrics.

Hence, summarizing the key features and capabilities of Qvinci we can say that, Qvinci is a powerful financial reporting tool designed to connect with your accounting software, making it an ideal intelligence tool for businesses that rely on financial reporting from multiple sources. It offers a range of features that save time and money, reduce risk, and improve operational efficiencies. Here’s a drop-down and summary of the key features and capabilities discussed above:

Integration with Multiple Accounting Software: Qvinci integrates with QuickBooks Online and Desktop (including hosted versions), Xero, MYOB, and Excel, allowing for seamless data collection and consolidation.

Automated Data Syncing: The platform automates data syncing, with QuickBooks Online and Xero syncing daily at 2:00 am Central, and QuickBooks Desktop and other files syncing the first time a file is opened each day. Excel files can be manually synced at any time.

Class, File, or Location-Specific Data: QuickBooks users can pull class, file, or location-specific data for reports, providing detailed insights.

Standard Chart of Accounts: Qvinci's patented technology dynamically maps dissimilar account names into a customizable Standard Chart of Accounts, ensuring consistency across the ecosystem.

Custom Reporting: Users can build KPIs and customized reports based on P&L, Balance Sheet, or Cash Flow data synced from multiple files. Reports can be exported to PDF or Excel and presented in an easy-to-read format.

Library and Packaging: Qvinci offers a library to house custom reports for future access and the ability to package multiple reports and documents into a single PDF deliverable.

Templating, Styling, and Sharing: Users can build custom reports and save them as templates that can be used universally across clients, locations, and entities. Custom styling can be applied, and reports can be shared if desired.

Trial Balance and Pro Forma: Qvinci automatically syncs Trial Balance for tax preparation purposes and allows users to create best practice forecasts by comparing one entity's performance against top performers in the ecosystem.

Standard Reports: Includes standard reports such as P&L, Balance Sheet, Statement of Cash Flows, Sales by Customer, AP/AR Aging, Expense by Vendor, and Budget vs. Actual reports.

These features make Qvinci a comprehensive tool for financial reporting, providing users with an ERP-like level of functionality that is affordable and easy to use. With these capabilities, Qvinci provides a powerful and flexible tool for multi-unit organizations, ensuring accurate, consistent, and comprehensive financial management and reporting.

Qvinci Software Pricing

Qvinci offers a versatile and cost-effective Software as a Service (SaaS) solution available through both monthly and annual subscription models, with the added flexibility of no long-term contracts. The pricing structure is based on a per-file and per-class basis, providing a tailored approach to meet diverse organizational needs. This subscription includes several key benefits that ensure seamless operation and support:

Daily Synchronization: Qvinci ensures that your financial data is always up-to-date by automatically syncing with your accounting software every day. For QuickBooks Online and Xero, this sync occurs after midnight Central Time. QuickBooks Desktop and other files using the Qvinci Sync Client sync the first time a file is opened each day. Manual syncing is also an option at any time, especially for Excel files which require manual syncs.

Unlimited Users: To foster collaboration and efficient workflow, Qvinci allows an unlimited number of users under one subscription. This feature is particularly beneficial for organizations with multiple teams or locations, enabling widespread access to critical financial data.

Comprehensive Support: Subscribers benefit from unlimited support provided by Qvinci’s dedicated Customer Success managers. This support ensures users can maximize the platform’s capabilities and address any challenges promptly.

Annual Subscription Discounts

Qvinci offers discounts on annual subscriptions, making it a more economical choice for long-term users. This option allows organizations to save costs while enjoying the platform's full range of features.

Custom Pricing

Qvinci understands that different organizations have unique needs. Therefore, custom pricing options are available to cater to specific requirements. Organizations are encouraged to contact Qvinci directly to discuss personalized pricing solutions.

Current Pricing

For the most up-to-date pricing information, prospective users are advised to contact Qvinci’s Solution Consultants. These consultants are available to provide detailed pricing information and help organizations choose the plan that best meets their needs.

Contact Information

Qvinci's Solution Consultants are available Monday to Friday from 7:30 am to 5:00 pm Central Time. They can be reached by:

Phone: 1-844-422-5037

Email: [email protected]

To schedule an appointment with a Solution Consultant, Click On The Link - https://qvinci.com/demo/

Automated Solutions

Qvinci is a powerful reporting add-on tool that seamlessly integrates with various accounting software, making it an ideal intelligence tool for any business reliant on financial reporting from multiple sources. The platform’s automated reporting capabilities save time and money, reduce risk, and improve operational efficiencies. Qvinci's dashboards and business intelligence features, such as benchmarking and custom reporting, enhance company-wide communication and provide continuous access to up-to-date financial data. Qvinci’s patented solutions automate the gathering, mapping, reporting, viewing, and monitoring of critical financial data, ensuring that firms and businesses can focus on strategic decision-making.

Integration with Accounting Software

Qvinci integrates with multiple accounting software platforms, including: QuickBooks Online and Desktop (including hosted versions)

Xero

MYOB

Excel

Some other peculiar features of Qvinci’s pricing structure are as following:

Sync by Class, File, or Location: Qvinci allows QuickBooks users to pull specific data by file, class, or location, facilitating detailed and customized reporting.

Class Pricing Policy: Qvinci provides flexible class pricing policies to accommodate different organizational structures and reporting requirements.

Cancellation Policy: Qvinci offers straightforward cancellation policies to ensure user flexibility and satisfaction.

Automated Data Syncing: Daily synchronization ensures that financial data is always current, reducing the need for manual updates and ensuring accuracy.

The pricing and features model of Qvinci underscores its commitment to providing cost-effective, user-friendly solutions tailored to enhance financial reporting and operational efficiency across various organizational structures.

Qvinci Login and Account Setup Guide

Setting up an account with Qvinci is a straightforward process, designed to be accessible even for users with limited technical knowledge. This section outlines the steps for logging in, creating a new account, and securing your Qvinci Software account to ensure optimal use and security.

Step-by-Step Guide for Qvinci Login

Access the Qvinci Login Page: Start by visiting Qvinci’s official website and clicking the login button in the top navigation bar.

Enter Credentials: Use your registered email and password to log in. For new users, account credentials will be created during the registration process.

Two-Factor Authentication (Optional): Qvinci may offer two-factor authentication for additional security. If enabled, you’ll receive a verification code on your mobile device or email, which you’ll need to enter to complete login.

This easy login process allows users to securely access their financial reporting dashboard from any device with internet access.

Account Setup Tips

After logging in for the first time, follow these tips to ensure an optimal setup:

Update User Profile: Customize your account settings, including updating your email and contact preferences.

Configure Notifications: Set up alert preferences for financial changes, discrepancies, or syncing updates, allowing you to stay on top of essential financial data.

Integrate with QuickBooks Desktop: If using QuickBooks Desktop, follow the setup guide to connect it with Qvinci for seamless data syncing and reporting.

These configuration options ensure that users can tailor the software to meet their specific needs.

Managing and Securing Your Qvinci Account

For optimal security and account management, consider the following best practices:

Regular Password Updates: Change your password periodically and use a strong, unique password for your Qvinci account.

Role-Based Access: Assign roles to team members to limit access to sensitive financial data, ensuring that each user has the appropriate permissions.

Logout When Not in Use: For additional security, always log out from your account after use, particularly on shared or public devices.

Qvinci’s robust security protocols help safeguard financial data while maintaining easy access for authorized users.

Qvinci JumpStart Gallery

The Qvinci JumpStart Gallery for Multi-Unit Organizations offers a comprehensive suite of reporting packages and business intelligence (BI) tools designed to enhance your Qvinci experience. These tools are tailored to support the management requirements and business needs of your organization or individual business units. The flexibility of these packages allows for customization, addition, or deletion of features based on the specific demands of your operations.

Reporting Packages and Business Intelligence Tools

Single Entity No AP/AR

Styled & customized Cover Page

KPI Summary ‘Ideal Ranges’

Styled & customized P&L Benchmark 20%

BI – Ratio KPI

BI – Income & Net Income YOY

BI – Expense Analysis

BI – Forecast

Styled Balance Sheet Last Month

Styled P&L Last Month Over Month Detailed

Styled P&L Year-to-Date Year Over Year Detailed

Multi-Entity No AP/AR

Styled Cover Page

KPI Summary ‘Ideal Ranges’

Styled P&L Benchmark 20%

BI – Ratio KPI

BI – Income & Net Income YOY

BI – Expense Analysis

BI – Forecast

Styled Balance Sheet Last Month

Styled P&L By Entity

Styled P&L Last Month Over Month Detailed

Styled P&L Year-to-Date Year Over Year Detailed

GAAP Compliant Reports

Qvinci provides over 70 GAAP-compliant reports available to all customers at no additional charge. These reports cover various aspects of financial reporting and analysis, ensuring that your organization maintains compliance while gaining valuable insights.

Engage with Qvinci

To learn how other dioceses or multi-unit organizations are enhancing their operational efficiencies and providing actionable business intelligence through Qvinci, contact a Qvinci Solution Consultant. Discover how Qvinci can help your organization drive unit-level accountability, efficiency, and profitability.

Access & Download The New ‘What If’ Predictive BI Tool and Your Free BI

Excel templates on the link below –https://multiunits.qvinci.com/jumpstart-galleryYou can also download and access various reporting packages on the same link like –

Reference Guide To Understanding BI

Styled BI + Financials without AP and AR

Styled BI + Financials without AP and AR (Multi-Entity)

Styled BI + Financials With AP/AR/BVA

Reporting Packages & Business Intelligence Tools

Qvinci Verticals, Testimonials & Preview Services

Vertical Features

Qvinci offers a comprehensive suite of vertical solutions specifically tailored to meet the unique needs of various industries and organizational structures. These verticals are designed to enhance financial reporting, streamline operations, and provide actionable business intelligence.

1. QuickBooks Plus Qvinci: Qvinci seamlessly integrates with QuickBooks to provide advanced reporting and business intelligence tools, enhancing the capabilities of QuickBooks. This integration ensures that users have access to the most accurate and up-to-date financial data.

To Access Details, Click On The Link - https://qvinci.com/quickbooks-plus-qvinci/

2. Qvinci For Accountants: Designed specifically for accounting professionals, this solution offers robust reporting capabilities to streamline financial management and client reporting. Qvinci helps accountants deliver precise and detailed financial insights, enhancing their service offerings.

To Access Details, Click On The Link - https://qvinci.com/qvinci-for-accountants/

3. Qvinci For Dioceses: Tailored to the unique financial reporting needs of dioceses, this solution provides tools to manage and analyze financial data across multiple parishes. Qvinci ensures that dioceses can maintain financial clarity and accountability across their organizations.

To Access Details, Click On The Link - https://qvinci.com/qvinci-for-archdioceses-and-dioceses/

4. Qvinci For Franchises: This solution is designed for franchise operations, helping franchise owners and operators manage financial performance across multiple locations. Qvinci facilitates consistent and comprehensive reporting, enabling franchises to optimize their financial strategies.

To Access Details, Click On The Link - https://qvinci.com/qvinci-for-franchises/

5. Qvinci For Multi-Units: Ideal for organizations with multiple units, this solution provides the tools necessary to drive unit-level accountability, efficiency, and profitability. Qvinci aids in consolidating financial data and performing in-depth analysis to support multi-unit businesses.

To Access Details, Click On The Link - https://qvinci.com/qvinci-for-franchises/

These vertical solutions illustrate Qvinci’s commitment to providing specialized tools and insights tailored to the diverse needs of different organizational structures, enhancing financial management and operational efficiency.

Testimonials Services

Qvinci's Testimonials showcase the success stories and experiences of various organizations that have leveraged Qvinci’s financial reporting and business intelligence solutions to enhance their operations. Below are brief details on each section under the Testimonials tab:

1. Diocese of Austin: The Diocese of Austin has utilized Qvinci’s powerful reporting tools to streamline financial management across its numerous parishes. The automated data collection and consolidation capabilities have significantly improved visibility and operational efficiency.
2. Duck Donuts: Duck Donuts has benefited from Qvinci’s ability to provide detailed financial insights across all its franchise locations. The platform’s benchmarking and performance analysis tools have helped them optimize their financial strategies and drive profitability.
3. MaidPro: MaidPro franchises have seen a notable improvement in their financial management processes thanks to Qvinci’s advanced reporting features. The ability to generate customized reports and automate routine tasks has allowed them to focus on growth and customer satisfaction.
4. Franchise Testimonials: Various franchises have shared their positive experiences with Qvinci, highlighting how the platform’s comprehensive suite of tools has enabled them to better manage their financial data, improve compliance, and enhance overall business performance.
5. Accounting Firms: Accounting firms have praised Qvinci for its seamless integration with accounting software and its robust reporting capabilities. The platform has made it easier for these firms to deliver precise financial insights to their clients, ultimately improving client satisfaction and retention.

These testimonials underscore the value and effectiveness of Qvinci’s solutions in transforming financial management and driving business success across different industries. Explore the full testimonials to learn how Qvinci can support your organization’s financial goals.

Preview Features

You can access Qvinci’s Advisory Portal and Financial Portal with detailed instructions to filling the same by clicking on the drop down - Qvinci For Accountants & Qvinci For Franchises under the preview tab respectively.

The Qvinci Advisory Dashboard is a powerful tool designed to provide users with comprehensive financial insights and performance metrics. It acts as a bridge for business and diocesan leaders, offering meaningful metrics and a bird's-eye view of overall financial health and performance patterns1. The dashboard allows users to easily analyze location-specific or organizational performance on demand.

Key features of the Advisory Dashboard include:

Access to General Ledger Activity Report and Journal Entry Management (if enabled)

Metrics and Ratios: Total Income, Cost of Goods Sold (COGS), Gross Profit Margin, Top 10 Expenses, Net Income, Net Profit Margin, Months of Cash, Cash, Accounts Receivable (A/R), and Accounts Payable (A/P)

Drill-Down Capabilities: Users can drill down to the underlying financial reports, general ledger, and journal entries

Exporting to Excel: Users can export data to Excel for further analysis

Advisory Portal

The Qvinci Advisory Portal is a dynamic tool designed to provide comprehensive financial insights and performance metrics for businesses and diocesan leaders. This portal offers a clear, bird's-eye view of an organization's financial health and performance patterns, enabling leaders to make informed decisions with ease. The Advisory Portal includes various metrics and ratios, such as Total Income, Cost of Goods Sold (COGS), Gross Profit Margin, Top 10 Expenses, Net Income, Net Profit Margin, Months of Cash, Cash, Accounts Receivable (A/R), and Accounts Payable (A/P).

Key Features of the Advisory Portal:

General Ledger and Journal Entry Management: Access to the General Ledger Activity Report and Journal Entry Management, if enabled.

Drill-Down Capabilities: Users can drill down into detailed financial reports, general ledger entries, and journal entries for deeper analysis.

Exporting to Excel: The ability to export data to Excel allows for further manipulation and analysis of financial information.

The Advisory Portal dashboard displays a table with various columns, including Client, Reporting Entity, General Ledger (GL), Journal Entries (JE), File Type, Closing Date, Last Sync, Accounts Receivable (A/R), and Accounts Payable (A/P). Each row represents a different entity or group, showcasing corresponding financial data and offering options to view more detailed information. This setup ensures that users can easily analyze performance on demand and make data-driven decisions to enhance financial transparency and operational efficiency. This tool helps accountants, franchisors, dioceses, and SMBs to improve financial oversight and drive better business outcomes.

Qvinci Webinars, Schedule Demo & Free Trials

Webinars

Qvinci offers a series of live webinars designed to provide in-depth insights into their award-winning financial reporting and business intelligence solutions. These webinars are tailored to help new and existing users understand how to leverage Qvinci's powerful features to enhance financial management and decision-making processes. Whether you are looking to automate reporting, gain deeper financial insights, or improve operational efficiencies, these webinars offer valuable information and practical demonstrations.

You can explore the webinar offerings on the link - https://qvinci.com/webinars/and discover how Qvinci can transform your financial operations.

Schedule Demo

A session with a Qvinci Solution Consultant can be scheduled to fully explore the capabilities of Qvinci's award-winning financial reporting and business intelligence solutions. All the features and functionalities of the platform are demonstrated and tailored to meet the specific needs of the clients. Whether understanding the intricacies of the platform, discussing a strategic rollout plan, or engaging with a Qvinci expert is desired, the process for scheduling is made seamless. The appointment type that suits your requirements can be selected, and a convenient time on the calendar can be chosen. This session provides a deeper understanding of how financial reporting and business intelligence operations can be significantly enhanced by Qvinci.

To Access Schedule Demo either click Schedule Demo Tab on the Home Page or Click the Link - https://qvinci.com/demo to access directly.

Free Trial

Experience firsthand why thousands of commercial and non-profit organizations have chosen to partner with Qvinci to significantly enhance efficiency, increase profitability, and accelerate growth by starting your free trial. This risk-free, 14-day trial is perfect for accountants and bookkeepers, franchises, dioceses, and multi-unit SMBs and non-profits. During the trial, you will gain access to Qvinci's key features, including automated data collection, consolidation, and mapping; predictive analytics; cash flow forecasting; trending analysis; an advisory portal (financial wellness dashboard); peer benchmarking; automated alerts, and much more.

To start your free trial, you need to fill out the form on Qvinci's Website. To access the form you can click the link - https://qvinci.com/free-trialUpon completion, you will receive an email with instructions and a scheduling link to choose a convenient time to speak with a Solution Consultant. If you are an existing customer or currently working with a Solution Consultant, you do not need to fill this form. Instead, you should contact your Solution Consultant directly or email [email protected].

Qvinci Learning Centres

Learning Centres

Qvinci Learning Centers is a premier feature offered by Qvinci designed to cater to the unique needs of various organizational structures. The Learning Centers offered by Qvinci is organized into three distinct categories:

Learning Center for Dioceses: Empowering diocesan leaders with knowledge and tools to foster collaboration, profitability, and growth.

Learning Center for Franchises: Providing franchise owners with insights and strategies to enhance operational efficiency and drive success.

Learning Center for Multi-Entities: Offering multi-entity organizations practical guidance to streamline operations and maximize performance.

Each Learning Center offers a wealth of resources, including downloadable eBooks, on-demand webinars, and actionable insights to help you achieve your goals and drive meaningful change within your organization. You can explore these Learning Centers and unlock your organization's full potential with Qvinci's comprehensive and tailored educational resources.
The Learning Center offers a wealth of resources, including downloadable eBooks, on-demand thought-leadership webinars, and Qvinci product-focused webinars. These resources provide actionable insights and practical guidance, helping diocesan leaders achieve their goals and drive meaningful change within their communities.

eBooks

Thought-Leadership Webinars

Product-Focused Webinars

Below is the link to explore the offerings and access these valuable resources –

Link to Access Learning Centre For Dioceses - https://qvinci.com/learning-center-for-diocese
Link to Access Learning Centre for Franchises - https://qvinci.com/learning-center-for-franchises
Link to Access Learning Centre for Multi-Entities - https://qvinci.com/learning-center-for-multi-entities

Comparing Qvinci With Other Financial Tools

When considering financial reporting software, businesses often evaluate Qvinci against other popular tools. Here, we compare Qvinci with several competitors, highlighting unique features and differences.

Qvinci Vs Fathom

Fathom is a robust financial reporting tool known for its extensive data visualization and KPI tracking capabilities. However, Qvinci offers several advantages over Fathom for multi-entity and franchise organizations:

Multi-Entity Reporting: While Fathom supports multi-entity reporting, Qvinci’s focus on multi-entity consolidation is more tailored to franchises and multi-location businesses.

Benchmarking Capabilities: Qvinci provides advanced benchmarking across entities, allowing for deeper comparative analysis, which is especially beneficial for franchises.

Price Point: Fathom is generally more expensive for comparable features, making Qvinci a cost-effective choice for multi-entity organizations.

Businesses needing extensive data visualization may prefer Fathom, while franchises and multi-entity organizations focused on benchmarking and cost efficiency may find Qvinci to be a better fit.

Qvinci Vs Spotlight Reporting

Spotlight Reporting is known for its ease of use and suitability for small to medium-sized businesses. Here’s how Qvinci compares:

Multi-Entity Reporting: Qvinci outperforms Spotlight Reporting in handling multi-entity data, making it better suited for large organizations or franchises.

Integration and Automation: While both platforms integrate with QuickBooks, Qvinci’s real-time synchronization provides more automation, whereas Spotlight requires more manual updates.

Advanced Analytics: Qvinci offers advanced analytics and KPI tracking features that are more robust than Spotlight’s standard offerings.

Spotlight is ideal for small businesses with straightforward reporting needs, while Qvinci is better for medium to large companies requiring multi-entity management and benchmarking.

Qvinci Vs Adaptive Insights

Adaptive Insights is an enterprise-level solution designed for large corporations, with extensive customization options and advanced analytics. Here’s how Qvinci stacks up:

Customization: Adaptive Insights is highly customizable but comes at a premium price. Qvinci offers competitive customizations focused on multi-entity and KPI reporting but at a more affordable price.

Scalability for Franchises: While Adaptive Insights is powerful, Qvinci is specifically optimized for franchises, with features like entity benchmarking and cross-location comparisons.

Cost Efficiency: Qvinci provides a cost-effective alternative for organizations that need robust reporting but don’t require the full suite of enterprise tools offered by Adaptive Insights

Adaptive Insights is ideal for large corporations with extensive budgeting and forecasting needs. Qvinci, on the other hand, is a great option for franchises and medium-sized enterprises that need powerful reporting without the high price tag. These comparisons illustrate how Qvinci Software’s unique features, multi-entity capabilities, and competitive pricing make it an attractive choice for franchises, multi-location businesses, and organizations needing consistent, detailed financial reporting. This detailed understanding of Qvinci’s positioning against other tools provides potential users with the insight needed to make an informed decision.

Conclusion

Qvinci Software is a powerful and versatile financial reporting solution that delivers substantial value to multi-entity businesses, franchises, and other organizations needing detailed financial visibility. With advanced reporting, KPI tracking, benchmarking, and seamless QuickBooks integration, Qvinci is well-suited for companies looking to streamline their financial operations and improve decision-making. It saves time, enhances accuracy, and supports scalability, making it a strategic choice for businesses focused on growth and financial transparency. Whether you’re managing a growing franchise network, overseeing multiple subsidiaries, or seeking to improve the visibility of your organization’s financial data, Qvinci provides the tools and flexibility to meet these needs. Its various pricing tiers and customization options allow businesses of different sizes to find a solution that fits their requirements, ensuring they can access the insights needed to drive profitability and success.

FAQs

1. Does Qvinci Work with QuickBooks Desktop?

Yes, Qvinci is fully compatible with QuickBooks Desktop, allowing for seamless integration and data synchronization. This compatibility enables businesses that rely on QuickBooks for their accounting to continue using it while benefiting from Qvinci’s enhanced reporting and consolidation features.

2. What is Qvinci Software Used For?

Qvinci Software is primarily used for multi-entity financial reporting, data consolidation, and financial benchmarking. It’s especially popular with franchises, multi-location businesses, and enterprises that need to monitor performance across multiple divisions.

3. How Much Does Qvinci Cost?

The cost of Qvinci varies based on the subscription plan chosen and the specific needs of the business. Pricing is typically determined by the number of entities and users, as well as the level of customization required. Starting at a base price for small businesses, Qvinci’s tiers scale to provide more robust features for larger enterprises.

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