FINANCE
Financial Reporting & Analysis
More Efficient For Every Client
Your clients span multiple regions—and their analytics should unify them, too. Consolidate finances, overhead data, and controlling metrics for a complete, real-time view of their performance.
Account Consolidation &
Unified Insights
Analyze consolidated financials across all regional subsidiaries while unifying client data from diverse accounting platforms. By comparing cash flow, receivables aging, and payables status across multiple regions in one cohesive dashboard, you gain the agility to spot anomalies, expedite reporting, and deliver a comprehensive overview of each client’s global financial health.
Actuals Tracking &
Budget Variance Analysis
Track budget variances, category-specific spend, and threshold alerts across all client accounts to spot cost-saving opportunities with precision. By integrating expenses from multiple sources—ranging from vendor bills to payroll—you’ll build a comprehensive snapshot of each client’s financial health and empower better decision-making grounded in accurate, timely data.
Financial Controlling &
Cash Flow Analysis
Observe cost center performance, overhead absorption, and break-even points while analyzing daily and weekly cash flow to provide actionable insights for your clients. By integrating real-time data with historical trends, you can proactively adjust their liquidity strategies, optimize working capital, and maintain healthy, transparent financial operations that pave the way for sustainable growth.
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dashboard examples
Provide your clients with a clear view of all their financial data in up-to-date and dynamic reports.
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"With ClicData, we built over 20 dashboards for our clients in a few months including consolidated financial statements, and operational metrics."
Janna Payba
Scrubbed - Business Intelligence Manager
3 reasons to choose ClicData for financial analysis and reporting
Extensive data connectivity
Connect and centralize data from accounting platforms, ERP systems, banking portals, and payroll software in one place using our native connectors.
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Embedded dashboards into your client portal
Give access to filtered and up-to-date data to all your clients right from your internal portal or application. Improve collaboration and financial transparency with ClicData.
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Real-time alerts
and notifications
Ste up custom alerts for you and your clients through email, SMS or Slack channels to keep actuals under control, or quickly detect abnormal activities.
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