Financial Package Automated Dashboard

𝗣𝗲𝗿𝗳𝗲𝗰𝘁 𝗳𝗼𝗿:
• Accountants & Bookkeepers
• Fractional CFOs
• Offshore accounting teams
• Finance Managers using Excel or Google Sheets
• Anyone needing to standardize reporting from raw GL/accounting data

𝗪𝗵𝗮𝘁 𝗜𝘁 𝗗𝗼𝗲𝘀
• Eliminate manual recoding by mapping accounts only one time.
• Instantly generate clean P&Ls and Balance Sheets for clients.
• Automatically flag unmapped accounts to prevent reporting errors.
• Visualize key financial trends using the summary dashboard.

𝗛𝗼𝘄 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀
• Define how raw accounts roll up using the smart mapping core.
• Standard Excel SUMIFs link to your mapping without complex macros.
• Built-in checks verify balances and highlight any missing mappings.
• Optionally pull data directly from QBO with a plugin
• Add your own firm name and logo, use your own brand colors, sell it to clients as a service.

Community Template submitted by Amalgam