Hi! I’m . I was designed to help you manage your financial

accounts. Some of my features include:

► Up-to-date spending summaries

► On-going account monitoring

► Automated reporting

► My special “Budget-builder” tool

oTTo. .

If you’re a researcher, I can help you:

► Easily construct a new budget or adjust an existing one

► Have 24/7 access to the spending status of all of your awards

If you’re a department finance administrator, I can help you:

► Relax! Because I am constantly monitoring all of the spending on all of

the accounts to ensure compliance with sponsor and university policies

and individual award budgets

► Instantly prepare and send all financial reports and invoices

If you’re a Post Award administrator in an OSP, I can help you:

► Focus on ways to help the departments manage their spending apart

from account monitoring and reporting – I take care of these for you!

Curious how it works? Well, in a nutshell…

1) Everyday, I pull data from your financial systems into my secure, cloud environment

3) These rules are kept up-to-date by dedicated specialists at Minear & Company. We readily customize them . to meet your needs.

4) Whenever I notice something on an account that isn’t right, I send out an alert to the person who can fix it

5) Researchers and administrators can access me at any time to build budgets, view account data, and send reports and invoices

oTTo. .2) This is where I store all of the

RULES that tell me how to fill out reports and invoices and when there might be a problem with an account

Here’s some of the many advantages I provide:

1) Less Effort!My process is streamlined to only require human input where it really matters. I take care of all of the routine data management, calculations and implementation of rules.

2) AccuracyYou can count on me to NEVER make a calculation error. All of the data I use to fill out reports and monitor spending comes straight from your systems-of-record, so you won’t find any translation errors either!

3) AccessI keep everything constantly up to date and available to everyone who needs it, all of the time! With everything all in one place, important information doesn’t get lost in emails or stand-alone documents.

4) Easy AuditingAll of the decisions I make are based on rules so are easy to trace. All of the decisions others make I keep detailed notes on, so auditing is a breeze.

If you’d like to find out more, you can find me at

otto@minearconsulting.com.

I would be happy to schedule a demonstration for you.