performance reporting
Bring clarity to conversations with actuals, not instincts
Financial reporting is a critical monthly activity for every company. The executive team, board of directors, and department leaders rely on these packages to understand current performance and take action to hit future goals.
Stop spending countless hours on repetitive analysis built with error-prone tools. Connect the business with automated, real-time performance insights everyone can understand and trust.
Scale
Shift to real-time, self-serve reporting
Give cross-functional teams access to ad hoc or structured reporting packages so everyone can understand what’s driving the business.
Build
Create leadership summaries, department-level budgets, or custom reports in minutes.
Align
Keep everyone up to speed with detailed permissions, shareable PDFs, and notifications.
Optimize
Drive cross-functional performance based on accurate, aligned metric benchmarks.
visibility
Deliver answers to leadership on time, every time
Use a library of pre-loaded reports, or create custom ones to fit your business. Combine commentary, metrics, and charts to create management reports that provide a live pulse of business performance.
visibility
Deliver answers to leadership on time, every time
Use a library of pre-loaded reports, or create custom ones to fit your business. Combine commentary, metrics, and charts to create management reports that provide a live pulse of business performance.
Executive summaries
Custom SaaS scorecard
Real-time financial statements
Accountability
Increase visibility across departments
Align teams with clear goals and straightforward assumptions. Empower them to understand the levers that lead to future growth and success — then jointly model the outcomes of investing in different initiatives.
Accountability
Increase visibility across departments
Align teams with clear goals and straightforward assumptions. Empower them to understand the levers that lead to future growth and success — then jointly model the outcomes of investing in different initiatives.
Department dashboards
Sales & marketing reports
Live performance against plan
Headcount reports
Transparency
Create best-in-class reporting packages
Impress your stakeholders with clear, visually stunning reports designed to tell the story behind the numbers using financial and non-financial metrics.
Everything you need, all in one place, for all your business partners.
Ryan KohlerDirector of Finance
