Introducing The Company Summary

See your current cash situation at a glance

We're excited to announce our new Company Summary report, which provides a shareable insight into your current cash situation.

The summary focuses on current and future cash balances, budget vs actual performance, and open invoices and bills, to provide:

• Quick visibility: See high-level insights immediately without diving into the details of the full cash flow
• Export & share: Send key financial insights to stakeholders who need visibility but don't need full access
• Visual insights: Understand where you currently are through clear visualisations of your cash position
• Seamless workflow: Use the summary for high-level discussions, then access the cash flow for more detail and planning

Your Company Summary is ready to export today, just look for the new export option in your cash flow.