P&L’s, B/S, Budget vs Actual Reporting, Variance Analysis

P&L by Class & profitability analysis, Departmental Actual vs Budgets & Variances, Working Capital analysis, EBITDA calcs, customer profitability, project profitability.

• Update your existing excel budget template with our custom formulas to retrieve actual QuickBooks Online data for the period for easy actual vs budget comparison
• Retrieve both budget and actual data from QuickBooks Online for easy actual vs budget comparison

Use standard excel to easily build your own dashboards and graphs and update them with live QuickBooks Online data.

Easily consolidate two or more entities into one or different groups.

Use standard excel to quickly and easily build your own ratios and update your KPIs with live QuickBooks Online data.

Just double click on a balance to drill down to the underlying detail and use Excel pivot, sort, filter functions to organize the data to find what you are looking for.

Easily update refreshable Excel report with your own or your customers specific branding.