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REPORTING FOR YOUR WORK

Explain the balance.
Keep the supporting detail.

Bring movements, balances and a reconciled supporting table into one report. Start with an approved finance dataset and review the calculations before distribution.

FINANCE REPORTING

A useful report starts
with a clear question.

  1. 01

    Connect the period

    Select the relevant period, account or entity using your dataset and report parameters.

  2. 02

    Show the movement

    Combine a waterfall or comparison chart with a clearly labelled transaction summary.

  3. 03

    Review the reconciliation

    Check that opening balance plus receipts less outflows matches the closing balance.

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MAKE IT YOUR REPORT

Start with structure.
Validate it with your data.

These use cases illustrate report composition, not a preconfigured industry solution. Your data mappings, calculations and access rules require review.

Reusable layouts

Start from a template or supported Figma import and adapt the layout.

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Assistance you configure

Choose local or supported cloud AI and inspect the proposed report changes.

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Deployment choices

Compare hosted application access with a customer-managed installation.

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MAKE YOUR NEXT REPORT A TURNING POINT

Bring the data.
We’ll explore the possibility.

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