Structured, Smarter Portfolio Monitoring

Replace Quickbooks & Excel Spreadsheets with an inexpensive,  customizable solution

 

Excelor is a consulting firm that specializes in replacing Quickbooks and Excel with Microsoft Dynamics customized solution for portfolio monitoring within private equity firms, family offices and  hedge funds.

We guide clients through a transition from limited accounting services such as QuickBooks to a robust Microsoft Dynamics NAV or GP accounting package. Our solutions simplify reporting and accounting processes and address concerns of providing controls, security and compliance.

Excelor’s implementation team has a background in the financial services industry and in accounting as CPAs. This knowledge, combined with more than 15 years experience in implementing Microsoft products, positions Excelor to guide clients at multiple stages. From periods of growth to exits, Excelors comprehensive, flexible solutions are customizable for your requirements.

Our solutions solve:

  • Company Consolidations
  • Multi-currency & Multi-location
  • Addresses concerns of providing basic controls, security, compliance and regulatory issues

Our solution is to either:

  • Install new accounting software at the client site
  • Provide client access to our private cloud / hosted solution
  • Perform accounting services

Services

Application Innovation Services delivers robust solutions for industry leadership in today's complex world

On-Site Accounting Installation

On-Site Accounting Installation

Hosted Accounting Solutions

Hosted Accounting Solutions

Accounting Services

Accounting Services