Financial Dashboard
CLIENTS / VALUE
Clients
The solution can be of help to Management Firms, Business Consultants or Auditors who want to provide more service to their clients and improve their productivity.
Controllers who spend too much time generating reports for management and functional areas.
SME Entrepreneurs who know that accounting is not enough to understand your business. Am I going to have any cash flow stress? What financial indicators should I always have in mind?
Value
Financial reporting solution that, regardless of the accounting tool you use, takes care of calculating all the financial indicators of your business from the upload of the accounting journal file.
You can forget about the technical part and focus on what you are really expected to do… To be a Strategic Business Advisor!
If in addition to the tool you need a Financial Expert to help you get the most out of your data, choose the plan that best suits your needs…
FEATURES
Transformation and Loading of Data from the Accounting Journal
From the MS Excel export of the accounting journal file, the accounts are identified and the file is transformed so that it can be automatically loaded into the Financial Dashboard.
Calculation of more than 50 financial indicators and construction of the Income Statement, Balance Sheet and Cash Flow Statement.
During the upload, the Income Statement, Balance Sheet and Cash Flow report are built, as well as the main financial indicators. They are displayed in easy-to-filter tables and graphs. It also has a menu that facilitates the search.
Automated report generation
Export of reports in different formats: MS Power Point, PDF, MS Excel…
Benefits
Global vision of the business that supports decision making.
Access to all the information and indicators of the Balance Sheet,
Income Statement, Cash Flow, Gross Margin…
Minimize financial risks and stay ahead of the curve.
More than 50 financial indicators focused on the main concerns… profitability, efficiency, indebtedness, solvency, productivity, liquidity…
Spend your time understanding, analyze and add value.
Building strategic knowledge of your business can only be achieved by sharing a common vision of the key information of your business. You will no longer lack time to take perspective and reflect on management information to facilitate strategic management decisions.
Building an economic and financial and financial narrative that enhances relationships with partners, investors and financial providers.
Share with your team all the available information by exporting reports and indicators to other formats, speeding up their use and understanding. Maximum granularity of information.
Communicate with a common language to the rest of the people in charge of the different functional areas of the business.
The careful visualization of the information from tables and graphs facilitates the understanding and generates a common vision of the reality of the business.
Use filters (accounts, groupings, time dimension…) and configure the tool according to your needs (company type, VAT, language…).
Reduction of time spent on data preparation and reporting of useful information.
From the upload of the Journal, you will have access to all the financial information you can imagine. You no longer have to spend time creating reports and balancing data. You will also be able to easily consolidate information from several companies in a single point.
Share all the information generated with your team in an easy and agile way.
Share with your team all the available information by exporting reports and indicators to other formats, speeding up their use and understanding. Maximum granularity of information.
TECHNOLOGIES
