Financial Report
Finally, a financial system built to handle the complexity of modern woodshops — recurring bills, customer payments, audit logs, and more.
From income to expenses, every entry is accurate, categorized, and export-ready. It’s the peace of mind your operation needs.
Reports
- Cash Flow Health & Forecast Dashboard
- Financial & Lifecycle Metrics
- Loan Allocations
- Operational Efficiency Reports
- Quick-View CFO Indicators
- Risk & Early Warning Reports
- Scenario & Sensitivity Analysis Dashboard
- Strategic KPI Dash – High Level Exec
Recurring Bill Automation
Set up recurring bills with flexible schedules, autopay logic, and variable tracking — all from a single interface.
Unified Chart of Accounts
Track accounts across departments, entities, and projects with a centralized ledger structure.
Transaction Categorization Engine
Apply smart rules for automatic labeling, tagging, and routing of high-, mid-, and low-level entries.
Live Integrations & Imports
Pull data via API, CSV, or manual entry — from PayPal, Monarch, or your bank.
Role-Based Financial Access
Control who sees what: give execs dashboards, staff access to reports, and auditors everything they need.
Credit Card & Balance Management
Track promo rates, payment cycles, reconciliation status, and interest history — all in one ledger.
Built-In Audit Trail
Every transaction entry and adjustment is timestamped, logged, and ready for compliance.
