Business

The numbers, already added up.

Sales, expenses, cash flow, ageing, inventory, customers and tax — each a report you open, not a spreadsheet you build.

Every report reads the same records the rest of the business writes to, so the sales report and the P&L agree. Build a dashboard from the tiles you look at most, and ask the advisor when you want the number explained.

Get started All of Business
  • Sales, P&L, cash flow and ageing
  • Inventory value and low stock
  • A dashboard you arrange yourself

The reports home

Revenue, profit, outstanding and stock value — this period against the last.

Revenue and gross profit

Sales less cost of goods, by month, with the average order value.

Outstanding and collection

What is owed to you, how much of it is overdue, and the collection rate.

Stock value

Inventory at cost, by warehouse, with the items that hold most of it.

Health score

One number for how the business is running, and what is pulling it down.

Everything inside Reports

Open the one you need. They are already built.

Sales report

Revenue by month, by customer and by item, with paid against invoiced and the average order.

Profit and loss

Revenue, cost of goods, gross profit, operating expenses by category, net by month.

Cash flow

Money in and out over time, and the months that were tight.

Ageing report

Outstanding invoices in age buckets, by counterparty, with what has been written off.

Expenses report

Operating expenses by category and by month, with the top spend categories.

Inventory report

Stock value by warehouse, top items by value, low-stock alerts and the most-adjusted items.

Customers report

Total customers, active this period, and a leaderboard by revenue.

Tax report

Taxable sales, tax collected on sales and paid on purchases, for the period.

Dashboard builder

Choose the tiles, arrange them, save it. The dashboard you actually look at, rather than the one you were given.

Trends and forecasts

Where the lines are heading, with the best and worst month marked.

Health score

A single score with the factors behind it, so the fix is named.

Advisor

Ask a question about the numbers in plain words and get an answer drawn from your own records.

One set of records, every report

Why the reports agree with each other.

A dashboard panel with a revenue line, a profit-and-loss card, an ageing bar chart and a cash-flow wave on tiered platforms.
  1. The business writes. Sales, purchases, stock movements and payments are recorded once, where they happen.
  2. The reports read. Each report is a view of those records for a period. There is no second copy to reconcile.
  3. You arrange and ask. Build the dashboard from the tiles you use, and ask the advisor what a number means.

Where the work happens

Three of the places you will spend time in Reports.

A statement card with revenue, costs and net rows and a monthly bar chart
Profit and loss, by month
Invoice cards sorted into four age buckets with a collection-rate dial
Ageing — who owes, and for how long
Chart tiles being arranged on a grid with a drag handle and a save chip
A dashboard you arrange

Works with

Where the numbers come from.

SalesRevenue, invoices and what is paid AccountingExpenses, bills and tax InventoryStock value and low stock ContactsThe customer leaderboard

Free to start. Friendly to scale.

Start with what you need today and switch the rest on when you grow.

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