Find an Office
Complimentary sample financial reports
Visualise data and enhance decision making with reporting that helps you stay focused on performance and have visibility over the most important KPIs.
)
)
)
)
)
What’s included in your complimentary sample financial reports.
Your download includes a comprehensive range of sample financial reports to help individuals, business owners and CFOs to simply visualise data with easy-to-follow reports.
)
Personal wealth
Based on your personal wealth, this report highlights your assets and liabilities, wealth progress and cash flow.
)
Forecasting
An ‘all-in-one’ budget creator which creates a 3-way forecast based on cash flows, forecasts, budgets and provides scenarios to forecast with confidence.
)
Consolidated
A consolidated business report which tracks KPIs across business units, compares performance across regions/businesses and track and eliminate inter-entity transactions.
)
Multi-purpose
Helps Franchises, Not for Profits and large organisations easily aggregate performance across locations for easy comparison, benchmarking and target setting.
)
Dashboard
Snapshot one page summary of business performance that provides a wide range of charts, reports and a holistic view of performance with both financial and non-financial KPIs.
)
Industry specific
Industry reports for Professional Services, Agriculture (including Livestock and Dairy), Retail and Franchising that help you aggregate, rank, and benchmark so you can focus on what really matters.
){kind=icon}