Reports & dashboards in detail

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Standard financial reports

FinancialForce Accounting gives users the ability to generate any type of financial report - from highly summarized balance sheets, income statements or cash flow forecasts, through very detailed transaction reports, including tax returns and detail audit reports.
The application includes an impressive set of standard financial reports that should meet most of your day-to-day requirements - from listing transactions and journals to trial balances, aged recievables and profit and loss reports. However, if you need something specific, you can easily create a custom report. This is done using salesforce.com's report-building wizard that simply takes you through the process step by step.

Financial dashboards

Because FinancialForce Accounting works as an integral part of your Salesforce CRM application, you benefit from a range of intuitive report-building and analysis tools that draw upon data in either or both applications. These include easy-to-create dashboards that show the key performance indicators needed to keep your most relevant business measures at your fingertips. With FinancialForce Accounting you can set up real-time, summarized information with complete drill-down capability. That way you have a complete view of what's happening in your business - from top to bottom.

MS Excel integration

FinancialForce XL is a dedicated application that we have built to supplement our built-in reporting tools. It is an add-on to supported versions of Microsoft Excel that allows users to extract and work with FinancialForce Accounting information securely within Excel. It also has a facility to create budgets and journal entries that allows users to post information securely into FinancialForce Accounting from a spreadsheet. FinancialForce XL is available to customers with a full FinancialForce Accounting license, as a free download

Read more about FinancialForce Accounting Excel integration