01
Connect the sources
Bring together bank, ERP and sales data. Agree which source owns each number and when it was last updated.
Financial reporting
Your metrics, delivered.
WhatsApp, email or Slack.
Turn connected financial data into recurring reports for your team. Cash, revenue and margins with a shared definition, a clear period and an owner.
Plan your first report →An example, with illustrative data
A weekly review your team can act on.
An executive summary should answer what changed, against which period, and where to investigate. Keep actual cash separate from unpaid invoices and forecast revenue.
From source to report, in three steps.
02
Define the metrics
Choose cash balance, revenue, gross margin or MRR. Specify the period, currency, filters and comparison so everyone reads the same definition.
03
Choose the delivery
Decide who receives each report, through which channel and how often. Agree the available connections and delivery rules during setup.
Consistent figures. Controlled access.
A report is only useful if teams agree what each metric means. Connect the delivery workflow to the definitions and permissions in your data architecture.
Explore the semantic layer →What is automated financial reporting?
It is a recurring process that collects defined metrics from connected sources and delivers them to the right people. It reduces repeated preparation work; it still requires clear definitions, source checks and responsible owners.
Which reports should I start with?
Start with one recurring decision: a weekly cash review, a monthly margin review or a SaaS revenue update. Include the period, comparison and source status instead of adding every available metric.
Can I send every detail through chat?
Define access and the minimum information each recipient needs. A summary may be enough in a shared channel; detailed records should stay behind the appropriate access controls.
Does reporting replace a forecast?
Reporting describes observed results. A forecast uses assumptions to project future results. Compare the two to understand deviations and revise the assumptions.
Start with the report you rebuild every week.
Bring your sources, key metrics and delivery preferences to the demo.