Management reporting: 1C and PlanFact

We set up management accounting so the owner sees cash, profit and debts for every business line without manual spreadsheets. In 1C, in PlanFact, or both together.

Management accounting setup
Cash flow, P&L, balance in 1C
PlanFact rollout
PlanFact and 1C sync
Payment calendar
Telegram summaries

What's included

Accounting setup

Chart of items, business lines and projects, allocation rules, data entry rules. We agree on what counts as profit.

Reports in 1C

Cash flow, profit and loss, management balance sheet, budget vs. actual on the data of your configuration. No manual Excel exports.

PlanFact implementation

Service setup, connecting bank accounts and cash desks, importing history, training staff to enter transactions.

PlanFact and 1C integration

Transactions and documents go from 1C to PlanFact automatically, items are mapped, duplicates are excluded.

Payment calendar

Planned receipts and payments, balance forecast, early warning of a cash gap.

Ongoing support

Monthly period close, data checks, new reports for the owner's new questions.

What clients come to us with most

There's cash, but no profit, and nobody knows whyWe separate cash flow from P&L and find where the margin goes.

The report takes a week to build in ExcelWe move it to 1C or PlanFact, and it updates itself.

Several business lines, one shared ledgerWe add analytics by business line and project.

Need clear management reporting?

Tell us which questions you want your reports to answer.

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