Give your finance team and clients audit-ready reports, live KPI dashboards, and automated scheduled delivery — all connected directly to your SQL database with no data ever leaving your environment.
Hours spent stitching together spreadsheets for monthly closes, with no audit trail and version conflicts across email threads.
Manually generating and emailing PDF reports to dozens of clients on tight deadlines — with no automated scheduling.
No easy way to give clients or managers access to their own data without exposing other clients' financials.
Finance teams waiting weeks for IT to build custom reports, blocking decision-making and month-end close processes.
Purpose-built features that meet the specific demands of accounting firms and finance departments.
Each client sees only their own data through built-in row-level security and role-based filters. Set up once, scale to hundreds of clients without touching the codebase.
Schedule any report or dashboard to auto-generate as PDF or Excel and deliver to client email inboxes on a daily, weekly, monthly, or custom cron schedule.
Schedule any report or dashboard to auto-deliver as a branded PDF or Excel to each client's inbox — daily, weekly, monthly, or any custom cadence. Set once, run forever.
Finance analysts build their own variance analysis, P&L statements, and budget vs. actuals reports without raising an IT ticket — using a visual drag-and-drop designer.
Real-time KPI dashboards for revenue, EBITDA, cash flow, and budget variance that refresh automatically from your GL, ERP, or SQL database.
Connect directly to SQL Server, PostgreSQL, MySQL, or any ODBC-compatible source — including your ERP, GL system, or data warehouse — no middleware needed.
Start a free trial and have your first financial dashboard live in under 30 minutes.