Generate your dynamic financial statements in seconds

Name: Financial Statement Software: Generate Your Dynamic Summaries
Brand: Finthesis
SKU: finthesis
Rating: 4.9 (33 reviews)

Get a real-time view of your summary statements and offer your clients a dynamic profit loss, balance sheet, and cash flow statement.

Try for free Sign up for a demo session

Import your FEC, your general ledgers
or connect via API

Finthesis utilizes your accounting data to automatically generate your various financial statements. You have 3 ways to import your data into Finthesis:

Import your accounting entry file

The FEC is a file that includes all of a company's accounting entries. The FEC format is standardized and Finthesis can read it and automatically reconstruct your summary statements in a dynamic and customizable format.

Import your general ledger

If you do analytical accounting, you can import your general ledger with added analytical categories. This will not only provide your financial statements but also a detailed view of the results for your different analytical categories.

Connection by accounting entries API

As a Business Intelligence software dedicated to corporate finance, Finthesis can connect with your accounting production tool, such as Cegid, Sage, Pennylane, Tiime, Fulll, or MyUnisoft... With this connection, you can easily import your accounting information via API with just a few clicks.

Access and customize your analyses

Finthesis offers default analyses that match the common uses of financial professionals. However, your needs or those of your clients may be specific. That's why, once your analyses are constructed, automatically and in just a few seconds, you will have the following options:

Modify the design and types of graphs you wish to see

Add new indicators as well as non-accounting data

Share all or part of these financial analyses with your clients

As you can see, your financial reporting possibilities based on your accounting are extremely numerous.Learn more

Once your data is loaded on Finthesis and your analyses customized, the following options are available to you :

Exports

Easily export your analyses, either individually or as reports. This feature is particularly useful for accounting firms or external CFOs who wish to provide financial analyses to their clients alongside access to the platform.

Reportings

For regular reporting services (or dashboards), you can easily insert the analyses into presentations or emails. The tool is designed to meet your financial communication needs.

Collaboration

For smooth collaboration, you can also grant access (with different authorization levels) to your clients and colleagues. This allows for real-time tracking of key performance indicators within the company.

Your analyses in seconds with our financial statement tracking software !

One of the main advantages of Finthesis is the time saved. Indeed, our platform allows you to produce your financial statements in a matter of seconds, automatically:

Balance sheet
Profit loss
Cash flow

The challenges for accounting firms and CFOs are often as follows:

Eliminate low-value tasks

Clear and understandable presentation of complex financial indicators

Reallocate time to more analytical and interpretive tasks

Thus, we designed our Reporting and Data Visualization platform with the primary objective of addressing these specific challenges.Learn more

Frequently asked questions

Our users, including accountants, CFOs, accounting staff, or business owners, often ask us questions about the platform that you might also have. Here are our answers.

What is a financial statement automation software?

A financial statement software allows you to retrieve your accounting data and obtain the following elements in just a few seconds and in a synthetic format:

Balance sheet
Profit loss
Cash flow
Associated financial analyses

These elements can be updated regularly, allowing you to track your financial indicators in real-time (provided your accounting is up to date) and not wait for the accounting closure to access these essential elements for the effective management of a company.

How to choose financial statement tracking software?

Choosing financial statement tracking software should be based on objective criteria to ensure you make the right choice.

We advise considering the following parameters:

Does the product offer data visualization and reporting features that align with my needs?
Is the platform complex to use? Can my team use it?
What are the necessary investments to adopt this Business Intelligence tool? (in terms of finances, human resources, and organization)
Are the data provided reliable and updatable?

Answering these questions will help you make the right tool choice.

Can I try this financial statement tracking software?

We believe it's important that you can form your own opinion on Finthesis without constraint. That's why you can try our Business Intelligence tool for 30 days, free of charge, to track your balance sheets, profit loss, and cash flows, and explore all other available features.

To do so, simply click the button below!

Your analyses in seconds with our financial statement tracking software

30-day free trial.

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Rated 4.9/5 on Google

Gold Medal in the 2024 Reporting Software Category