Practice management

Financial overview, Budget & Forecast

With the help of Financial overview, Budget & Forecast you'll get a quick and clear overview of the finances. Key figures are displayed in clear charts and you can drill down into figures and verifications. Perfect for the accountant who wants to present the figures in a neat and easy-to-understand way. The budget function is included in the standard version. Whether you choose to do your accounting with us or with the help of another provider, you can easily upload your bookkeeping via a SIE file to get an overview.

Real-time update from your accounting

Accounting data is automatically exported from your bookkeeping once you open .Financial overview, Budget & Forecast There you'll get information on how the company is performing in the form of simple graphs such as monthly net revenue, monthly expenses, cost structure, and cash and bank. You have easy access to read the profit and loss report and the balance sheet. You can even get the reports in English and they can be printed out when needed. If Financial overview, Budget & Forecast is used in a collaboration between an accounting office and a customer, the consultant will decide what data should be displayed for the customer.

Budget & Forecast

A very useful feature in Financial overview, Budget & Forecast (not Financial overview) is that you as an accounting consultant, together with your customer, can create a budget. Making a plan of the revenues and expenses over a specified future period of time and compare it to the actual outcome is a great help to notice deviations and act on them in good time.