FinSight — Financial Reporting Made Clear
FinSight

Your accounting system has the numbers. We help you understand them.

Turn your existing financial reports into a clear, structured view of your business performance, financial position, cash flow, receivables and payables.

Get StartedSee How It Works
FinSight Financial Dashboard

Financial Overview

Financial Year • Q2
Revenue
R1.24m
Profit
R286k
Receivables
R184k
Financial Performance
Financial Information

Your financial data shouldn't require a spreadsheet expert.

Most businesses already have the financial information they need. The challenge is turning that information into useful reports without spending hours manipulating spreadsheets.

FinSight provides a simpler way to transform your existing financial reports into meaningful management information.

  • Exporting multiple accounting reports
  • Rebuilding financial-year reporting periods
  • Calculating movements between reporting periods
  • Preparing receivables ageing
  • Preparing payables ageing
  • Checking and formatting reports manually
How Your Data Is Used

One guided import. Three sources of information.

FinSight is designed around the financial reports your accounting system already produces.

Phase 01

Trial Balance

Upload one or multiple Trial Balance reports. Multiple reports can be used where historical reporting information is required.

Profit & Loss • Balance Sheet • Cash Flow
Phase 02

Customer Ledger

Upload your detailed customer ledger to analyse outstanding customer balances.

Accounts Receivable Age Analysis
Phase 03

Supplier Ledger

Upload your detailed supplier ledger to analyse outstanding supplier balances.

Accounts Payable Age Analysis
Your Financial Reports

See the financial picture clearly.

Bring the information together in one reporting environment designed for clarity.

P

Profit & Loss

Understand revenue, costs and profitability.

B

Balance Sheet

Understand assets, liabilities and equity.

C

Cash Flow

Understand movements in your cash position.

AR

Receivables

See outstanding customer balances by age.

AP

Payables

See outstanding supplier balances by age.

Reporting Periods

Your financial year. Not the calendar year.

Set your company's financial year and FinSight calculates your reporting periods from it. Your quarterly and half-year reporting follows the way your business actually operates.

Q1Mar – May
Q2Jun – Aug
Q3Sep – Nov
Q4Dec – Feb
Built Around Your Business

Your settings. Your reporting.

Configure FinSight to present financial information the way your business needs it.

Financial YearDefine when your financial year begins.
CurrencySet the currency used for reporting.
RoundingChoose how financial figures are presented.
Negative NumbersConfigure how negative amounts appear.
Zero ValuesChoose how zero amounts are displayed.
Date FormatUse the date format appropriate to your business.
Simple Process

Upload. Process. Report.

No complicated accounting setup. Start with the financial reports you already have.

01

Upload

Upload your Trial Balance and detailed customer and supplier ledgers through the guided import.

02

Process

FinSight organises the information into the reporting structure required for your business.

03

Report

View your financial performance, position, cash flow and ageing reports.

Get a clearer view of your finances.

Turn the financial reports you already have into useful information about your business.

Get Started with FinSight