Add financial analysis to a dashboard

Easily manage your budgets at both the regional and branch level by using the Financial Statements and Budgets & Forecasts modules together. They’re designed to work seamlessly, giving you a flexible, all-in-one solution for all kinds of budgeting needs.

Learn how to create a custom financial statement to suit your business needs from scratch.

Learn how to manage your actuals, budgets, and other key data that appear in your financial statements—all in one place. The Manage Streams and Scenarios feature (also known as Combined Streams) gives you more flexibility and control over what data users can see when viewing your financial statements.

Learn how to map accounts to any new or updated groups in your financial statements, to make sure they display correctly in the grid.