Everything Finance Needs

One platform, from your books to the boardroom

Reporting, FP&A, a built-in AI suite, accounting operations, working capital, and multi-entity governance, all connected to your accounting system, in a single workflow.

Reporting

Board-ready statements, generated, not assembled by hand.

Revenue Net income

Profit & Loss

Live P&L by period, entity, or group.

AssetsLiab + Equity

Balance Sheet

Assets, liabilities, and equity that always tie out.

Cash Flow

Operating, investing, and financing, where cash went.

DebitsCredits

Trial Balance

Account-level balances for review and audit.

Custom report builder

Build your own statements and management packs.

Scheduled reports

Recurring deliveries, straight to inboxes.

FP&A & Analysis

From statements to understanding: variance, trends, ratios.

Budget Actual

Budget vs Actual

Variance with drill-down, plus alerts when budgets slip.

JanJun

Trend analysis

Spot direction before it becomes a surprise.

1.8x Liquidity Leverage Margin

Ratio analysis

Liquidity, leverage, and profitability, from your books.

Pivot Explorer

Slice your numbers any way you like, no analyst needed.

GroupEntity A · B · C

Cross-entity comparison

Benchmark entities side by side across the group.

AI

Reads your numbers, explains what changed, projects what's next. Refreshed daily.

AI insights

What moved and why, in plain English. Daily.

Actual Forecast

AI forecasting

Daily base, upside, and downside scenarios, plus what-if sliders.

Anomaly detection

Catches surprises before they reach the boardroom.

Revenue Margin

Signals

Cross-statement findings: margin squeeze, cash drag, creeping costs.

Chat assistant

Ask about your numbers, get answers in plain English.

Accounting Ops

Journals, reconciliation, and a clean, controlled close.

GL journal entries

Manual and automated journals, posted to the GL.

Bank reconciliation

Match transactions to bank activity, fast.

85% Reconciled Reviewed Locked

Period close

Run a structured close, then lock the period.

Fiscal year · 12 periods

Fiscal periods

Fiscal calendars that match how you report.

Chart of accounts

Account structure, with templates to start fast.

Budget setup

Budgets by account to power variance and alerts.

Working Capital

What's owed to you, what you owe, and where cash sits.

0-3031-6061-9090+

Receivables aging

Aging by bucket, with DSO and top-customer concentration.

0-3031-6061-9090+

Payables aging

Aging by bucket, with DPO and your top vendors.

Cash on hand · $2.4M

Treasury & cash

Cash across accounts and entities, in one view.

Operate from one screen

Your KPIs, tasks, and alerts, together, so nothing slips.

REVENUEMARGINCASH $4.8M23%$2.4M

KPI dashboard

A health score plus the KPIs that matter, at a glance.

Task inbox

Close, reviews, and approvals in one place.

Notifications

Variances, anomalies, and deliveries as they happen.

Multi-entity & Governance

Consolidation, control, and a clear audit trail, built in.

Legal-entity management

Every legal entity, managed in one place.

Consolidated group HoldingABC

Consolidation

Roll up the group, eliminations automatic.

Full audit trail

Every change logged: who, what, and when.

GDPR controls

Privacy controls to meet GDPR.

Role-based access

The right access for the right people.

See it on your own numbers

Connect your accounting system and watch reporting, FP&A, and AI come to life on your actual books.