PM Info Systems Small Business Specialist

About Us


For over 30 years P.M. Info Systems has helped small business owners manage and improve their financial, operational, and IT business performance. We specialize in bookkeeping, dynamic reporting, and the power of automation. We offer accurate, reliable and timely information that has true strategic value while leveraging the latest technology and best practices. P.M. Info Systems has been providing these professional services in the Sacramento, Los Angeles, and Detroit areas since 1991.

 

Dynamic reports or real-time reports provide access to the most up-to-date information or real-time information, allowing the user to interact with data through interactive features and other functionalities to conduct basic and advanced data analysis.


Managers can no longer afford to wait for weekly or monthly financial reports to review business performance; they need to make decisions immediately. Despite this, many businesses are still reporting financial statements in the traditional way — as static PDFs circulated amongst a small group of people. If a stakeholder has any questions about the figures, finding more information from a static report can be difficult as the answers often lie in the data behind the numbers. Worse; a static report only captures the status of the business at the time it was created. So, even the data available through static reporting is limited in its utility to strategize and make decisions.


A Better Approach than Static Reporting

Modern leaders both understand that rapid change is the only constant in the business landscape and that adopting the right technology is key to keeping pace with that rapid change. Static reporting hampers business’ ability to remain agile in the face of emerging challenges — that’s why business leaders have demanded and sought out financial reporting tools that support dynamic reporting.


In a dynamic report, the data is interactive. This way, any figure can be investigated, and answers can be found quickly so you can be proactive and move decision-making forward.


If you work on your business's finance team, you'll likely have a hectic workload at the month’s end. For many organizations, the monthly static financial reporting process continues to be arduous, especially if it's still performed manually. It's a time-consuming process and relies mostly on transferring data from the ERP into spreadsheets, with lots of switching back and forth. The process is slow because every new reconciliation affects the numbers, making the static spreadsheet-based reports instantly out-of-date, forcing the regular creation of new versions.


Dynamic reporting makes information accessible rather than locked away in spreadsheets or deep within legacy systems. A finance tech solution that supports dynamic reporting will automatically pull the relevant information from the ERP and present it in a universally accessible format for business users to review, analyze and reference for performance management throughout the month.


P.M. Info Systems can help your company harness the power of dynamic reporting, call us for a free consultation.

 

 

Benefiting the Environment and Your Business

As eco-sustainability grows, organizations need to reduce their impact on the environment and improve their corporate responsibility and sustainability practices.

P.M. Info Systems maintains a Green office environment that offers eco-friendly solutions. IT can play a key role in helping companies reduce their carbon footprint. That's why we utilize Cloud computing. Use only what you need, pay for what you use, and keep power wastage and emissions to a minimum.