Analytics

Real-time financial and operational analytics with pre-built reports for P&L, balance sheets, cash flow, and custom dashboards. Drill down into any metric to understand the underlying transactions.

ReportsDashboardsTrends

Workflow

graph TD
    subgraph Sources["Data Sources"]
      GL[General Ledger]
      SO[Sales Orders]
      PO[Purchase Orders]
      INV[Inventory]
    end
    subgraph Engine["Processing"]
      AGG[Aggregation Engine]
      CALC[Calculations]
    end
    subgraph Output["Reports & Dashboards"]
      PL[P&L Report]
      BS[Balance Sheet]
      CF[Cash Flow]
      DASH[Custom Dashboard]
    end
    GL --> AGG
    SO --> AGG
    PO --> AGG
    INV --> AGG
    AGG --> CALC
    CALC --> PL
    CALC --> BS
    CALC --> CF
    CALC --> DASH

Features

Financial Statements

Auto-generated P&L, balance sheets, and cash flow statements with period comparison.

Custom Dashboards

Build dashboards with drag-and-drop widgets for any metric in the system.

Drill-Down Analysis

Click any number to see the underlying transactions and trace back to source documents.

Trend Analysis

Visualize trends over time with charts, sparklines, and period-over-period comparison.

API Modules

Explore the API entities that power Analytics.