Key
features

Financial Reports
Easily create Profit & Loss, Balance Sheets and cashflow reports for both single entity and consolidated groups.
Sales Reporting
Show sales by customer, for any given period. Manage your cash flow with aged debtors reports.
Forecasts and Budgets
Upload budgets and forecast data from excel. Report actuals against budget and forecasts.
Visual Dashboards
Drag and drop to create your own customised dashboard. Add a cover page, financial reports, KPI’s, charts, key accounts and financial commentary.
Consolidations
Create a consolidated group, choose accounts to be eliminated, add adjustments, view reports as a group or breakdown by entity.
Ratios and KPI’s
Choose from a set of predefined KPI’s or create your own. Also, add your own non financial KPI’s.

Financial reports

Create Profit & Loss, Balance Sheet and cash flow statements
Report against budgets and forecasts
Customise columns to align with your reporting format
Edit rows – drag and drop to re-order accounts. Group accounts into one line
Create an operational/EBITDA Profit & Loss format
Enhance your report with charts

Consolidations

Define your consolidated group
Choose accounts to be eliminated
Add consolidating adjustment journals
Run reports by group or show by individual entities
Create charts, widgets and KPI’s for each consolidated group

Sales reports

Create sales reports by customer for any given period
Show reports for top 10/20 customers
Run aged debtors reports to manage your cash flow
Choose aged reports by invoice date or due date
Chart your sales and debtors

Visual dashboards

Drag and drop a report to create a dashboard
Reposition any component on the dashboard
Cut and paste a report from one page to another
Easily reference a page by visual page thumbnails
Duplicate a report to be used for other entities
Add commentary to any part of your report

Ratios & KPI’s

Choose from a list of key KPI’s
Create your customised KPI
Display a KPI in a table or widget format
Report KPI’s against budgets or forecasts
Create your own non -financial KPI’s

Transaction Reports

Create reports showing transactions
Single and multi-account reports
See opening balances, transactions and closing balance
Help stakeholders with detailed granularity into the business
Drill down to the transactions in your accounting software