Realtime P&L & Balances
Complement your accounting activities with timely interactive reports and automated alerts to help business leaders adjust their trajectory accordingly.
Why accountants come to us?
- No efficient communication of the monthly account balances
- Looking for better ways to communicate with key stakeholders on expenses deviations
- Need to find new avenues to showcase their expertise to their customers
Monitor your financial performance globally
Your Data
- Banks
- Invoicing systems
- ERPs
- Excels
- CRMs
Your KPIs and alerts
- Income vs expenses by month
- Income by month against target
- Total income year to date
- Income by status
Customer Story: Nouvelle Vague
Nouvelle Vague is a marketing agency that was able to unify data from their CRM/invoicing system and expenses from Google Sheets to build a consolidated and real-time P&L statement.
Main reason they chose ClicData:
Ability to aggregate data from Sellsy invoicing tool, HubSpot CRM and day-to-day activities from Google Sheets to get the full picture of their financial performance.
Where is your data sitting?
Improve the quality of your analysis by unifying data sources
Interactive P&L reports
With this dashboard, your management and your investors can track revenue growth by category overtime and identify easily actual deviations against budget at the expenses level.