Make everyone
a genius

Increase revenue and expand your business footprint with unparalleled business insights generated by FinancialForce ERP Analytics & Reporting powered by Salesforce Einstein. Use pre-built dashboards and fine-tuned data to keep your operations running lean, consistent, and predictive.

Einstein Analytics
Einstein Analytics

Data that drives success

CFO DASHBOARD: Get both global and detailed views across your revenue, spend, collections, AP/AR, and profitability. Access an instant, global view of financials to make timely, informed decisions.

  • Get up to the minute numbers on DSO
  • Easily identify trends in your cash flow
  • Aggregate across multi-company and multi-currency scenarios
Intelligent, predictive, and actionable insights
Intelligent, predictive, and actionable insights
Einstein Analytics
Einstein Analytics

Predictive, actionable insights

TREND PREDICTIONS: Leverage the predictive power of the Einstein Platform across your General Ledger and Balance sheet. Get the data you need to predict future revenues, collections, cash flow, and other business outcomes.

  • Get a complete view of your revenue by forecast in summary or item by item
  • Easily detect revenue patterns, spot cash flow trends, and know when to course correct

Metrics that matter

SCORECARDS AND METRICS: Get instant access to critical scorecards and metrics to easily assess business health. User-defined alerts will notify you when thresholds and conditions are met on any metric.

  • Includes high-level scorecards for revenue, EBITDA, subscription billing, deferred billing, and “As of” aging
  • Get detailed margins by customer, product, and region
Einstein Analytics
Einstein Analytics
Einstein Analytics
Einstein Analytics

Powerful, real-time reporting

INSIGHTS: Search tens of millions of rows of accounting transactions, including details and context. Eliminate the need to update processes and run cumbersome calculations and balances.

  • Create your own reports or choose from financial statement templates such as Trial Balance, Income Statement, and Balance Sheets
  • Built directly from accounting transaction details
  • Make multi-dimensional analysis easy using geomaps, treemaps, and bubble charts
  • Leverages Salesforce Lightning Web Components (LWC) making customization and configuration easy

Access from anywhere

MOBILE-READY: Get relevant, contextual reporting, and analytics at your fingertips. Make business-critical decisions anytime, anywhere.

Einstein Analytics

Trusted by customers big and small

A New World of Financial Analysis

Tap into analytics to make business
more efficient and predictable