Performance Reporting

Stay on top of your business finance


Have your key performance indicators at a glance

Deep dive to your small business finance results

Use templates to create your dash board

Choose from tons of charts and reports

Save time with automated reports


Connect your bank accounts for automatic sync

Auto assign records to your cash flow report

Import or export data to your worksheets

Save time in your sales or tax reporting

Base important decisions on facts


Cash flow trend and account balances

Growth of your revenues vs past period or last year

Structure of your operating costs, fixed and variable

Credit lines usage and outstanding debt

Create your specific views


Customize Board categories to your own structure

Modify the structure any time you need

You can plan and budget at any level of the structure

Enjoy your forecast and projection reports