Business Intelligence

Reports & Analytics

Financial, sales, purchase, inventory, HR, and project reports — all in one place.

Revenue (Mar 2026)

KES 8.45M

+12.3%

Net Profit (Mar 2026)

KES 1.82M

+8.1%

Outstanding AR

KES 6.61M

-4.1%

Inventory Value

KES 5.22M

+2.8%

Payroll (Feb 2026)

KES 1.07M

0%

Active Projects

8 running

+1

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Profit & Loss (Income Statement)

Revenue, COGS, gross profit, operating expenses, and net profit by period or department/cost centre.

Last run: Today 08:00
PDFExcel
Balance Sheet

Assets, liabilities, and equity snapshot as at a given date — comparative period supported.

Last run: Today 08:00
PDFExcel
Cash Flow Statement

Operating, investing, and financing cash flows — direct or indirect method.

Last run: Yesterday
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Trial Balance

Debit and credit balances for all GL accounts as at period-end, with zero-balance option.

Last run: Today 08:00
ExcelCSV
General Ledger

Full transaction history by account, date range, and cost centre with running balance.

Last run: 2 hrs ago
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Aged Receivables

Outstanding customer balances segmented into 0–30, 31–60, 61–90, and 90+ day buckets.

Last run: Today 09:00
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Aged Payables

Outstanding vendor balances segmented by aging buckets — identify overdue payments.

Last run: Today 09:00
PDFExcel
Bank Reconciliation Summary

Matched and unmatched transactions between GL bank accounts and bank statements.

Last run: Yesterday
PDFExcel
Tax Summary (VAT / WHT / PAYE)

VAT output/input net, Withholding Tax deducted, and PAYE liability by period for KRA filing.

Last run: Last month
Scheduled Report Deliveries

Reports automatically emailed to key stakeholders on a defined schedule.

Daily Financial Summary

CEO, CFO · Every day at 07:00

Active

Weekly Sales Report

Sales Manager, CEO · Every Monday 08:00

Active

Monthly Payroll Summary

HR Manager, CEO, Finance · Last day of month

Active

Monthly Stock Valuation

Operations Manager, Finance · 1st of month 06:00

Paused

Aged AR — Weekly

Finance, CEO · Every Friday 09:00

Active

NSSF / SHA Contribution Report

HR Manager · 25th of each month

Active