Financial Reporting | Financial Management
Dashboards
Live operating dashboards, drillable to the transaction.
What it does
Inside Dashboards.
The dashboard is the working screen, not a weekly snapshot.
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Role-based dashboards for controller, treasury, AR, AP and FP&A
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Live measures with threshold alerting
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Drill from tile to record without leaving the dashboard
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Personal and published dashboard layers
Where it sits
Part of Financial Reporting.
Financial Statements Balance sheet, income statement and cash flow, per entity and group. Management Reporting The operating view, by dimension rather than by account. Report Builder New reports built by the people who need them. Consolidated Reporting Group reporting with eliminations and translation shown. Disclosures and Notes The notes assembled from the same data as the primary statements. AR Aging & Collections Report DSO, aging buckets, collection efficiency, customer concentration. Drill down to the invoice. AP Aging & Cash Forecast Bills due, payment runway, vendor concentration, early-pay discount opportunities. Cash Flow Statement Direct/indirect method. Operating, investing, financing. Live from ledger. Compliance Status Dashboard Filings on time, ITC at risk, vendor non-filer exposure, statutory payments due. Scheduled Reports & Exports Schedule daily/weekly/monthly. Export to Excel, PDF, JSON. Push to email, Slack, WhatsApp, S3. Audit-Ready Reports Trial balance, GL detail, JE list, fixed asset register, statutory schedules.
Run Dashboards against your books.
A working session on your structure and a month of your documents.