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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.
