Beyond Financial Statements - Extra Available Panels
Finance BI not only allows for analysis of the Balance Sheet and P&L Statement, but also covers other key areas to provide a comprehensive view of the business's financial health.
Accounts Outside the Scheme
This page ensures that all critical information is included in the dashboard. If there are new accounts with transactions that don't fit into the established schemes, they are still represented in the dashboard. This feature helps to identify which scheme these accounts should belong to, ensuring a complete analysis of all accounts.
By including auxiliary accounts, it provides detailed and accurate recording and classification of every financial transaction, leading to a better understanding of the financial situation.
Budget
This page allows users to monitor everything related to the budget. Users can filter by time periods, desired dimension values, companies, or specific measures they want to observe.
This feature enables viewing of the current budget, cumulative totals, or percentage variations at different levels of detail. Users can also choose which type of budget to analyze, depending on the data available for each selected month.
Trial Balance
The trial balance report shows the debit and credit positions of a company, validating the reliability of all balances used during the financial period. It helps to correct the general ledger and ensure there are no errors in the journal entries.
Our solution allows filtering of accounts using the slicer on the right side, enabling users to view only the desired data. Additional filters are available on the left panel, including dimensions, companies, and time filters.
Accounting Entries
Having a detailed page for accounting entries ensures greater accuracy of financial statements, as these entries form the financial reports. For example:
- Assets, liabilities, and equity in the balance sheet come directly from the accumulated ledger entries.
- Income and expenses recorded in the entries are summarized to calculate the net profit or loss presented in the P&L Statement.
In summary, all financial transactions are initially recorded as journal entries in the accounting books. Having detailed information on these entries helps understand the origins of the amounts in the financial statements, aids in informed decision-making, and identifies potential errors or areas needing attention.
This page, like the Trial Balance, allows filtering of accounts and options available in the left panel. Users can customize the view based on their analysis needs, displaying data such as the recording date, description, and amount, among other details.
Questions and Answers - Q&A
Finance BI introduces an innovative solution to provide quick answers to potential questions using Artificial Intelligence (AI). It integrates a Q&A feature that suggests relevant questions of interest.
Additionally, thanks to the capabilities of AI, users can ask their own questions, allowing the application to quickly provide the answers they seek.
Finance BI offers 18 suggested questions, allowing users to access relevant visualizations and insights with just a click.
Note
Currently, this feature only allows questions to be asked in English. If you want to ask a question other than the suggested ones, you'll need to do so in this language.
