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 accounting (ERP) 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 CPA’s. 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, Excelor’s 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