Insights & Reporting

Review real-time financials, explore P&L, Balance Sheet, Cash Flow, AR/AP Aging, and build customizable reports you can share, schedule, and export instantly.

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Financials

Financials:

Overview

See P&L, Balance Sheet, Cash Flow, and AR/AP Aging in one spot.

Financials:

Downloading Financials in Digits

Export P&L, Balance Sheet, Cash Flow, or Aging reports as Excel files.

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Custom Reports

Custom Reports:

Creating a Custom Report

Build branded reports with charts, layouts, summaries, and flexible views.

Custom Reports:

Saving & Sharing Custom Reports

Collaborate, comment, and share draft or final custom reports securely.

Custom Reports:

Scheduling Custom Reports

Automate monthly draft or final reports for clients or firm-wide delivery.

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