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The Report creator lets you build custom reports from a client's general ledger data using flexible columns, grouping, and filters.

Using the Report creator

The Metrics insight shows key business KPIs for a client, including revenue movement, net assets, and customer and supplier reliance.

Using the Metrics insight

The Aged Balances insight shows aged receivables, payables, overpayments, and draft invoices for a client at a selected reporting date.

Using the Aged Balances insight

The Cost Analysis insight tracks a client's expenses by supplier or account over time and flags periods with unusually high activity.

Using the Cost Analysis insight

The Benchmarking insight compares a client's turnover or expenses against other businesses by company age, industry, or region.

Using the Benchmarking insight

The Sales Analysis insight shows a client's revenue by customer segment, including each customer's contribution and reliance percentage.

Using the Sales Analysis insight

The Activity Stats insight tracks a client's transaction volume and turnover across sales, bills, bank transactions, and manual journals.

Using the Activity Stats insight

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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