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What is PwC Instilling Quality?

Instilling Quality is a unique quality assurance tool aimed at objectively measuring and scoring the thoroughness and accuracy of follow-up actions on accounts, customizable by each user. This tool is integrated into the Resolution Queueâ„¢, a proprietary workflow software developed by PwC for the management of healthcare accounts receivable (A/R), but it can also be licensed separately to function independently according to user needs. The Instilling Quality software conducts random evaluations of the work performed by collection specialists, providing a numerical score that reflects the completeness and attention to detail of each account. Users have the ability to define precise criteria for the accurate scoring of accounts. The quality review process utilizes a rolling average of user scores over a 90-day period, allowing team members with higher scores to manage fewer accounts for review, while those with lower scores are assigned additional accounts to ensure ongoing development in the review process. This strategy promotes quality performance and systematically improves the overall efficiency of account management. Consequently, the implementation of this tool not only elevates individual performance but also contributes to the enhanced effectiveness of the entire team.

What is Finrely?

Finrely is an innovative cloud platform tailored for financial reporting, planning, and analysis, specifically aimed at founders, financial experts, fractional CFOs, and accounting firms. It establishes a secure, read-only link with various services like QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, facilitating the creation of essential financial documents such as profit and loss statements, balance sheets, cash flow reports, dashboards, and board presentations. Users can explore source accounts and analytical dimensions, assess data quality metrics, formulate budgets, and craft forecasts based on various drivers while also benchmarking actual performance against projections and scrutinizing the accuracy of earlier forecasts. The Pro and Advisor subscription tiers unlock advanced functionalities, allowing users to manage multiple entities, conduct consolidations and eliminations, perform multi-currency translations, develop different scenarios, and export co-branded reports. Furthermore, the platform integrates AI capabilities that summarize changes, identify potential risks and opportunities, and address inquiries using the financial data at hand. Reports generated by Finrely can be easily exported in various formats, including PDF, XLSX, and CSV, providing users with flexibility in leveraging their financial insights. Consequently, this seamless integration along with extensive reporting features positions Finrely as an essential resource for financial professionals aiming to enhance their operational efficiency and drive informed decision-making. Ultimately, it serves as a game-changer in the realm of financial analysis, empowering users to navigate complex financial landscapes with confidence and clarity.

Media

Media

Integrations Supported

Integrations Supported

Odoo
QuickBooks Online
Stripe
Xero
Zoho Books

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Online Training

Training Options

Not specified

Company Facts

Organization Name

PwC

Date Founded

1998

Company Location

United Kingdom

Company Website

www.pwc.com/us/en/products/instilling-quality.html

Company Facts

Organization Name

Finrely

Company Location

United Arab Emirates

Company Website

finrely.com

Categories and Features

Healthcare

Not specified

Categories and Features

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