Fluence Technologies Solutions for the Public Sector

FluenceXL is a financed-owned reporting and analytics tool which connects Excel directly and securely to the Fluence platform solutions and a wide range of other data sources. Users leverage their existing Excel skills to become productive quickly, while FluenceXL adds a comprehensive set of extended functionalities to help users work more effectively within data-connected Excel. With FluenceXL non-technical users are self-sufficient in the following reporting areas:

• Ad-hoc Analysis: Slice and dice data exploration with drill to detail, advanced number decomposition and intuitive user calculations.
• Formal and Financial Reporting: Pixel-perfect reporting with full control over report layout, colors and formatting and the ability to match corporate templates.
• Dashboards: In addition to standard Excel charting, FluenceXL provides a range of interactive data connected charts which are focused on financial reporting requirements including waterfall and variance charts, and which are certified by IBCS®.

Reports developed in FluenceXL can be published to the Fluence portal where they can be accessed interactively, and saved back into Excel, PDF or PowerPoint with full formatting, or scheduled for automated delivery as a component of the workflow.

FluenceXL integrates tightly with Fluence Disclosure Management to provide direct and flexible access to the underlying data sources required in narrative reporting and can be used to further automate the end-to-end process through scheduled provision of the updated source documents.

Fluence Disclosure Management is a solution intended to facilitate the creation and publication of complex documents that need to be assembled in a controlled fashion, relying on the contribution of multiple users and data sources within an organization.

Fluence Disclosure Management is a web application interfacing with Microsoft Office components (Word, Excel, PowerPoint, Visio) allowing the users to leverage all standard Microsoft Office functionalities. To produce high-quality output, Fluence Disclosure Management can be easily linked to publishing tools like Adobe InDesign. The output documents can also be used to feed other solutions, for example for the generation of iXBRL reports.

Fluence Disclosure Management permits:

• The creation of financial and other business documents that need to meet internal as well as external disclosure requirements such as Board Books, 10K, 10Q, Annual reports etc.
• To combine within the same document data coming from different data sources
• Different users to work concurrently on different parts of a given document.
• To assign to each part of a document an ad-hoc workflow monitoring its progress of completion
• To manage and compare multiple versions of the same document or part of it.
• To maintain the consistency of data across different documents and/or different paragraphs, sections, etc. within the same document or across documents
• To handle the translation and synchronization of documents in multiple languages
• To release the final documents in different formats

Specifically addressing the needs of the area called the “last mile of finance”, Fluence Disclosure Management may also be used in other areas of an organization, like HR, legal, production, procurement, sustainability reporting, etc., wherever some complex document needs to be created and maintained via the collaboration of a multitude of contributors in a controlled environment.

Fluence Disclosure Management can be easily integrated with existing Performance Management solutions (e.g. Oracle Hyperion, SAP BPC, Sigma Consol, IBM Controller, TM1, etc.).

Fluence Disclosure Management is offered as a service available in the Microsoft Azure cloud (SaaS) and as such is accessible from any location and device.