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

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.

account consolidation

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?

sage50 logooracle database logoquickbooks logoexcel logofreshbooks logosalesforce logo

Improve the quality of your analysis by unifying data sources

interactive p&l dashboard

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.