CFO insights
The recurring read of the numbers, written for a management meeting.
A standing analysis of what the finance data is saying: what moved, what looks wrong, what is worth a decision. Generated from the ledger, reviewed by people who understand the business behind it.
- Category
- Finance
- Status
- In development
- Depends on
- 3
- Connectors
- 0
What it does
CFO insights, in practice
The parts that matter day to day, not a feature matrix.
Anomaly
Gross margin fell 2.8 points. Two thirds of the movement is one customer group moving onto a discount tier; the rest is a freight cost that stopped being recharged.
Opportunity
€224,000 of receivables sit just past terms with customers who have never gone further. Chasing this group first is worth more than chasing the oldest.
Illustrative product screen — sample data, not a measured result.
Works with
CFO insights needs the ledger underneath it
Modules write through one engine, so what this one needs is a dependency rather than an integration project.
Required
Accounting
A general ledger that drills back to the document behind every number.
AvailableRequired
Reporting
Statements that tie back, every time, without a reconciliation ritual.
AvailableRequired
Management accounting
Cost centres, projects and budget versus actual on the same ledger.
Available
Often switched on together
- AvailableExplore
Accounting
A general ledger that drills back to the document behind every number.
- AvailableExplore
Reporting
Statements that tie back, every time, without a reconciliation ritual.
- AvailableExplore
Management accounting
Cost centres, projects and budget versus actual on the same ledger.
- AvailableExplore
Accounts payable
Bills, approvals, payment runs and a vendor ledger that agrees with the GL.
Industries
Where this does the most work
Problems it removes
What people come to us with
Finance
CFO insights is on the way. Tell us how you would use it.
What gets built next is decided by the businesses that need it. That conversation is how a module moves up the list.