Customers
Targeted Financial Visualization for Every Stakeholder
Small & Medium Business Solutions
- Department-Specific Dashboards
Share tailored financial visualizations with each department based on their specific needs.
- Self-Service Financial Exploration
Empower teams to filter, compare, and analyze the financial data relevant to their roles.
- Interactive Decision Support
Enable better decisions with visual trends, comparisons, and spending analytics.
- Multi-View Financial Analysis
Switch between pie charts, bar graphs, column charts and line views for different perspectives.
Advisor & Bookkeeper Solutions
- Client Visual Reporting
Provide clients with interactive dashboards that make financial data easy to understand.
- Enhanced Visualization Platform
Offer value-added insights through intuitive charts and visual comparisons.
- Client-Specific Dashboard Control
Maintain separate, secure dashboards for each client with customized views.
Dashboard Capabilities
- Multiple Chart Types
Visualize financial data through interactive pie charts, bar charts, column charts, line graphs, and geographic map views for comprehensive data exploration.
- Comprehensive Filtering System
Filter by date ranges, categories, accounts, contacts, attachment status, locations, and more for targeted financial insights.
- Current vs. Previous Comparisons
View side-by-side visual comparisons between time periods with percentage changes and trend indicators.
- Top Contacts Visualization
Analyze spending and sales patterns across key suppliers and customers with percentage breakdowns and geographic distribution mapping.
- Monthly Trend Analysis
Track spending and sales patterns with monthly comparison charts, previous period overlays, and interactive map views showing regional performance.
Not-for-Profit Solutions
- Seamless Data Sharing with Stakeholders
Share financial insights effortlessly with donors, board members, grant funders, and community stakeholders through secure, role-appropriate dashboard access that maintains transparency while protecting sensitive information.
- Donor Confidence Building
Build lasting donor trust through interactive financial visualizations that clearly demonstrate responsible stewardship, program impact, and organizational accountability.
