Features

🔢 Core Financial Reporting Features

  1. Profit & Loss (P&L) Statements
  2. Balance Sheets, Cash Flow Statements
  3. Budget vs. Actual Analysis
  4. Variance Analysis
  5. Forecasting and Projections

📊 Data Visualization & Dashboards

  1. Interactive Dashboards
  2. Customizable Charts and Graphs
  3. Drill-down Capabilities
  4. Heatmaps for KPIs
  5. Trend and Time Series Analysis

🔗 Data Integration

  1. Integration with ERP Systems (e.g., SAP, Oracle, QuickBooks)
  2. API Access for Real-time Data Feeds
  3. Excel/CSV Import & Export
  4. Bank Feed Integrations

⚙️ Automation & Workflow

  1. Automated Report Scheduling
  2. Real-time Alerts for Financial Thresholds
  3. Workflow Approvals
  4. Recurring Report Templates

📈 Advanced Analytics

  1. Predictive Analytics & Forecasting
  2. Scenario Modeling / What-if Analysis
  3. Ratio & Trend Analysis
  4. Machine Learning-based Anomaly Detection

🔐 Security & Compliance

  1. Role-based Access Control
  2. Audit Trails
  3. Data Encryption
  4. Compliance with GAAP, IFRS, SOX, etc.

👥 Collaboration & Sharing

  1. Multi-user Access
  2. Comments and Annotations
  3. Version Control
  4. Export to PDF, Excel, PPT

🧩 Customization & Extensibility

  1. Custom Financial KPIs
  2. Custom Formulas and Metrics
  3. User-defined Report Layouts
  4. Add-ons or Marketplace for Extensions