Use case
Accounting visibility for owners who watch cash weekly
See sales, cash in, receivables, and overdue invoices in plain language. Finance keeps posting controls and exports; you keep clarity to run the week.
Signals teams can agree on
Daily
Sales pulse
Compare lanes to expectations before close.
Cash
In vs out
Tenders reconciled to backoffice—not gut feel.
A/R
Outstanding
Chase overdue with context, not generic reminders.
Weekly money review in three steps
- 1
Pick three weekly numbers
Agree on sales, cash, and overdue as the owner’s default view.
- 2
Assign finance review
Give accountants export access and posting correction rights.
- 3
Review exceptions
Scan posting warnings and overdue lists every Monday.
Common questions
Do I need an accounting degree to read the dashboard?
No. KPIs use operator language—sales, cash in, outstanding— with drill-down for finance.
Can we export to Excel or another GL?
Yes, where exports are enabled for your plan. Format and frequency depend on modules and region.
What happens if posting fails?
Business transactions commit; posting warnings surface for finance to fix without rolling back sales.
Map this workflow to your business
Tell us your country, team size, and top pain—we will show the matching modules and a sane rollout order.