Budget vs. actuals, live.

Annual budgets sit next to live GL actuals. P&L, AR aging, a custom report builder, and scheduled report delivery to the people who care.

The problem

Reports get pasted into PDFs once a month. By the time the board sees them, the number has moved.

Capabilities

Budget vs. actuals. Live variance against the annual budget, per account and per month.
Custom reports. Build a report from any GL slice and save it for next time.
Scheduled delivery. Reports land in the right inboxes on the day they are needed.

Frequently asked questions

Can boards see reports without manager intervention?

Yes. Boards can be subscribed to scheduled reports and can view live dashboards.

Can we export to Excel?

Yes. Every report exports to CSV and Excel.

Are budgets multi-year?

Annual budgets are first-class; multi-year planning lives in Reserves & Capital.