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Set Up Guide

Welcome to BUCS! Here's how to get up and running quickly.

The BUCS onboarding wizard will walk you through basic account setup steps. After completing the wizard, log in to the BUCS Customer Portal, and follow these steps.

Set up Admin Users

Step 1: Set up users who will help with your account setup.

Set up additional users within your organization that will help with account setup, establishing data connections and/or completing chart of accounts and master data record mappings.

Set up Data Connections

Step 2: Set up data connections for data sources you want to integrate in the BUCS platform.

BUCS offers easy to use step-by-step connection wizards to help you seamlessly connect your data sources. Integrate both cloud-based and on-premises data sources through secure APIs and connections. These always-on data connections will drive your consolidated, uniform, insights-ready data sets and reports.

Complete Chart of Accounts Mapping

Step 3: Map your individual GL accounts across the data sources you have integrated into a master chart of accounts.

The Chart of Accounts mapping tool simplifies financial reporting by consolidating GL accounts from multiple systems into a unified master Chart of Accounts. It eliminates manual processes and ensure data accuracy when looking at financial metrics.

Complete Master Data Record Classification

Step 4: Review and classify customer and vendor records to master data records.

A master record is a single, authoritative source of truth for key data entities within an organization. This record is created by consolidating information from multiple data sources (like CRM, ERP, marketing systems, and external databases) to produce one unified, accurate version of critical data. BUCS uses AI models help do the heavy lifting of classifying individual records to master records—adding automation, consolidation and data enrichment to this process.

  • Reference our master data record classification guide to help manage your master records.

Access Reports and Dashboards

Step 5: View your financial reports and dashboards.

  • Access reports and dashboards through the reports section of the Customer Portal
  • Access pre-built report templates or raw data tables through the BUCS Excel Plugin

Invite Reporting Users

Step 6: Setup additional users who need access to reports and dashboards in the BUCS platform.

 

Full Product Demo 👇

 

Need additional help? Reach out to the BUCS support team at support@bucsanalytics.com.