CAVU ClickVue®
CAVU Advisors has developed tools for clients that connect directly with their information systems. ClickVue® is a tailored Excel-based automation tool that accelerates task completion, reduces errors, and eliminates rework.
ACTS AS A CRITICAL CHECK AND BALANCE ON THE QUALITY OF YOUR DATA
SERVES AS A PRIMARY CHECKLIST FOR OPEN ITEMS TO RESOLVE
FREES UP YOUR FINANCE TEAM FOR MORE CREATIVE (AND LUCRATIVE) PURSUITS
We partner with the following core system platform
Using the CAVU ClickVue® approach, reports are designed to pull data and prepare special formats with the click of one button. In addition to automating and speeding necessary tasks, ClickVue® can become your strategic tool that:
BELOW IS A SAMPLE OF CAVU’S CLICKVUE® SUITE OF TOOLS.
ClickVue® Month-End Reconciliation
CAVU has designed a one-click update process for month-end closing reconciliations. Certain reconciliations are often incomplete, and more time is used in preparation than review. We have taken the time out of generating recs and ensured 100% preparation. Now, the accounting team can spend value-added time reviewing and using data.
Month-end closing is accelerated with the automated reconciliation of all balance sheet accounts, along with project reporting and indirect rate reporting contained in one file. Comparing detailed schedules to the general ledger, accounting departments can ensure all data is complete at month-end, and supporting reports can be relied upon. The ClickVue® rec uses a summary scorecard that visually highlights items requiring attention.
ClickVue® Invoice Uploader
Invoices are often uploaded into agency or customer-specific portals in a customized format. CAVU has developed an auto invoice uploader. An example was created for a lengthy invoice uploaded into the Maryland Procurement Office system.
ClickVue® Program Project Reports
CAVU developed a tool to produce a large number of custom reports rapidly. This tool supports a client’s program management needs, along with a corresponding detailed invoice. The ClickVue® Program Project Reports can handle a high volume of reporting and complexity of invoices, with an average of 250 task reports monthly on over 400 ACRNs, along with asset reporting, tracking of unliquidated obligations, and outlay projections for pending costs.
ClickVue® Project Planning and Forecasting Accelerator
Jump-start project planning in Unanet's Project Portfolio GovCon ERP with CAVU’s Project Planning and Forecasting Accelerator tool for easy, accurate entry of complete people forecasts in a fraction of the time. Populate forecast data, support coordinated decision-making, and free up time to focus on what matters most—the critical thinking of project planning.
CUSTOMER TESTIMONIAL
Our key mission programs require fast, accurate reporting for a substantial volume of data. CAVU was able to automate production of a high volume of project reporting and combine this with the preparation of an invoice. We had previously dealt with rounding and human error. CAVU resolved this to culminate in invoices within $0.00. CAVU integrated reporting directly with our source accounting system and procurement system to produce customer-specific reporting. Monthly program reports would take days to prepare each month. Through automation, hundreds of spreadsheets are now populated in less than 1 minute. We can now highlight this capability in our proposal management volumes.