Welcome to Qvinci's Advisory Portal

OVERVIEW

The Qvinci Advisory Portal is an essential tool for accountants, franchisors, dioceses, and SMBs. It enables quick, on-demand analysis of performance across locations or organizations. The portal bridges business and diocesan leaders to meaningful metrics, offering a clear view of financial health and performance patterns.

The Advisory Portal Empowers

• Accountants to strengthen client operations and move from compliance to consultancy.

• Franchisors & Multi-Unit SMBs to monitor and engage franchise owners or managers to address profit-impacting issues.

• Diocesan Chanceries to access financial insights for better decision-making, transparency, and efficiency.

1. ADVISORY PORTAL CONTENTS

The Advisory Portal includes 10 metrics and ratios that accounting professionals and executives frequently monitor. Additionally, it allows access to Qvinci's General Ledger Activity Report and Journal Entry Management (if enabled).

Available Metrics and Ratios:

• GL - Access to General Ledger Activity Report
• JE - Access to Journal Entry Management
• Total Income - A percent change of Total Income
• COGS - A percent change of Cost of Goods Sold
• Gross Profit Margin - A percent change of Gross Profit Margin
• Top 10 Expenses - A percent change of the Top 10 Expenses as a percent of income
• Net Income - A percent change of Net Income
• Net Profit Margin - A percent change of Net Profit Margin
• Months of Cash - A percent change of Months of Cash (expense per last month of data range)
• Cash - A percent change of Cash
• A/R - A percent change of Accounts Receivable
• A/P - A percent change of Accounts Payable

2. FINDING THE ADVISORY PORTAL

1. Log in at web.qvinci.com.

2. Click Portals on the left navigation bar.

3. Select Advisory Portal from the dropdown menu.

📘 The Advisory Portal is the default page unless set otherwise.

3. SETTING FILTERS

 Filters can be applied to any column with a filter icon.

1. Click the filter icon.

2. Choose the operator (Is equal to, Starts with, Contains).

3. Enter the filter parameter and apply.

4. REPORTING DATE VS. AS OF DATE

The Advisory Portal uses the Reporting Month for comparison, which serves as the As of Date.

5. SETTING THE REPORTING DATE

1. Go to Reports & Libraries → Account As of Date.

2. Select Relative to Current Date (recommended) and click Save.

   • For custom dates, select from the date picker (manual entry no longer supported).

❗ Notes:

• Files must be resynced to update data.

• If no date is set, it defaults to today.

• Only admins/leader-level users see Account As of Date.

  • Managers see Client or Company As of Date based on SKU.

📘 See "Qvinci's As of Date." for more details.

6. REPORTING MONTH DATA READY FEATURE

This column shows when monthly financials are complete.

• Initially displays a calendar icon.

• After syncing completed financials, select a date to mark ready.

• Date turns green when current (Reporting Month ≤ Last Sync Date).

• Date turns red if resync is needed (Reporting Month > Last Sync Date).

7. CHANGING THE PERIOD COMPARISON

All metrics show % change between comparison dates.

Available comparisons:

1. Reporting Month vs. Prior Month

2. Reporting Month vs. Same Period Last Year

3. Last 3 Months vs. Prior 3 Months

4. Last 3 Months vs. Same Period Last Year

5. Fiscal YTD vs. Same Period Last Year

To modify:
Click the green comparison box and select a new option. Data updates automatically.

8. DRILL-DOWN CAPABILITIES

Drill-downs allow users to move from summary data to detailed reports.
Navigation: Portal → Advisory Analysis Card → Financial Report → General Ledger

a. Advisory Analysis Card

Click any ratio cell to view detailed summary data.

b. Underlying Financial Reports

From the Advisory Analysis Card, click the report icon to view granular data.

In the bottom left corner of your preview are export options to Excel and PDF

c. General Ledger & Journal Entry Management

Drill further into the General Ledger or Journal Entry Management (if enabled).

❗ GL/JE drill-down requires these features to be purchased and activated reach out to your Account Manager for more information.

📘 For more information, see:

• Access General Ledger Activity Report.

• Creating & Managing Journal Entries in Qvinci

• Review the following video on Drill-Down Capabilities:

9. EXPORTING THE ADVISORY PORTAL TO EXCEL

• Click the Excel icon at the top left.

• The file downloads immediately for use.

10. ADDING A NEW CLIENT/COMPANY

• Franchise/Multi-Unit Accounts: Click the  button (top right).

• Accounting/CPA Firms: Click the button (top right).

❗ Only users with permission can add or manage clients/companies.

📘 See "Create Additional Clients/Companies" for more details.

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Have Questions?
We're More Than Happy to Help

Schedule a Call with Customer Success below, email us at support@qvinci.com, or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!

Schedule an Appointment with Customer Success