Services

Forecasts cash in/out using AR/AP schedules, recurring expenses, and expected receipts producing scenario-ready projections.

Identifies practical cash levers across AR, AP, inventory, and spend—prioritizing actions by cash impact and feasibility.

Summarizes customer health, purchasing behavior, profitability, and risk spotting expansion opportunities and early warning signs.

Expense trending and budget-to-actual analysis across departments, classes, locations, projects, and custom fields.

Calculates gross margin and highlights the biggest drivers.

Guided journal entry creation that turns a plain-English intent into a balanced JE with suggested accounts, memos, and checks.

Answers revenue questions fast with drill-downs and comparisons.

Order-to-cash analytics across sales orders, fulfillments, invoices, and payments. Measuring cycle time, backlog, and exceptions.