Financial reporting for the entities you advise

Upload a general ledger, map it to the chart of accounts, and read the same reports and forecasts for every client.

What you work with

  1. A chart of accounts for the country

    Each country has one platform chart. Intake maps the export onto that chart, so entities in the same country are comparable.

  2. The same reports for every entity

    Review profit and loss for the period you select, client by client, without rebuilding the workbook.

  3. A forecast from months you already have

    FinVision projects the next twelve months from the ledger and says when that pattern is too thin to trust.