Scheduling reports

Schedule reports to be generated at the time of day that works best for you

For example, you can set your cash position report to run at the start and end of the day to know what’s in each account and how much currency you’re holding. This takes the effort out of extracting bank data and reconciling it for reporting and auditing purposes, and gives you greater visibility over what’s going on in your business.

Reports will be shown in the dashboard when they’ve been generated. Integrations can be set up with whatever tooling you require, to get the information where it needs to be as soon as possible.

All previously generated reports are stored in the dashboard, so you can keep a record of all your business information.