Start with the underlying records
Prepare journals, customer invoices and supplier bills. Keep supporting evidence with the work and use the existing review and approval steps before posting.
ACCOUNTING & BUSINESS ANALYSIS
Bring day-to-day bookkeeping, financial reporting and business analysis into the same workspace. Move from a source transaction to a report, then investigate what the result means.
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Prepare journals, customer invoices and supplier bills. Keep supporting evidence with the work and use the existing review and approval steps before posting.
Review the Trial Balance, Income Statement, Balance Sheet and Cash Flow Statement for the selected business and accounting period. Follow report links to investigate the records behind a result.
Use bank reconciliation, customer and supplier ledgers, fixed assets and period-end tools. Access follows the permissions assigned to each user.
Explore budgets and variance analysis alongside finance, economics, marketing, strategy and quantitative tools. Prepare reporting packs and document the evidence and assumptions behind a conclusion.
KEEP EXPLORING
The current online demonstration is available to invited users.