Views & Reports

Monitor real-time views and tailored reports for in-depth analysis of your cash data.

Views & Reports
Customizable Dashboards

Customizable Dashboards

Choose from a range of view options to adapt the platform to your needs and surface essential metrics within desired timeframes.

Tailored Financial Reports

Tailored Financial Reports

Utilize your existing data structures to automatically generate reporting, leveraging our transaction enrichment engine and auto-categorization functionality.

Exportable Data Formats

Exportable Data Formats

Export financial data or reports in various formats for further analysis or integration with other systems all within a click.

Manage your cash flow, not your spreadsheets