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Shareexceldatamobile statx

SHARE EXCEL DATA ON MOBILE WITH STATX MOBILE APP: DEMO

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 27, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

The world is moving to mobile. Your financial data, business metrics, data analysis etc. however are in Excel spreadsheets. CPA and Accounting firm clients expect up-to-the-minute information and are eager to move past week-old email updates and cumbersome detailed spreadsheets. StatX Excel Add-in easily and quickly connects your Excel data to your clients on their mobile phones. You simply update your existing spreadsheet as usual and these changes are instantly sent to your clients on mobile in a visual and easy to consume form.

This course will cover the benefits of sharing Excel data on mobile for CPAs and Accountants. This course will show you how to instantly transmit your financial updates from spreadsheet to mobile and speed up collaboration, approvals & decisions.

For maximum benefit, install the StatX Excel Add-in on your desktop PC and the free StatX app from Apple App Store (iOS) or Google Play Store (Android) on your smartphone before the class. You will be able to follow-along with the Instructor to set up Excel and StatX app and start sharing updates with clients instantly.

Learning Objectives

  • Understand benefits of automatic instant updates from Excel to mobile for Accountants.

  • Understand mobile impact on client communications for Accounting firms.

  • Benefits of migrating from legacy email and pdf reporting to instant mobile updates.

  • Steps to set up your Excel spreadsheet to send updates to StatX.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Prasad Raje

Statx
CEO & Founder
[email protected]
(650) 397-1636

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Prasad Raje is CEO of StatX Inc. and oversees overall business and product strategy and drives day-to-day company operations. Prasad was previously CEO of Instantis (acquired by Oracle) and has 20+ years of experience in mobile, SaaS and business collaboration and communication software.

About Our Presenter

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StatX Inc. is changing the way business collaborates. StatX is a mobile dashboard app available in Apple App Store (iOS), Google Play Store (Android) and QuickBooks App Store.