Automate your reporting

Finthesis integrates seamlessly with your usual tools to automate the collection of your data.

• Accounting data: Odoo, Fulll, Pennylane, Sage, ACD, Inqom, My Unisoft, Cegid Quadra, Tiime, Cegid Loop, and many more to discover on our Integrations page.
• Payroll data: Openpaye, Wagyz, Yeap... Discover all other connections on our Integrations page.

And if your software is not yet connected via API, you can still import your FEC files or General Ledgers in just a few clicks.

Finthesis allows you to export several report formats depending on your needs:

• Annual activity reports: ideal for year-end reviews and results presentations.
• Monthly activity reports: summaries of key figures, comparisons and monthly forecasts to track business performance.
• Custom reports: fully configurable, you choose which tabs and sub-sections to display.

You can also add custom pages to monthly and annual reports to include your own comments or analyses.

Yes, absolutely! You can create your budgets:

• Based on an actual profit and loss statement,
• From an Excel file,
• Or starting from a blank base.

Once the budget is established, you can also create a forecast combining actual and projected data to refine your analyses.

Absolutely. The income statement budget serves as the basis for generating your cash flow forecasts.
You simply define your payment rules and terms, and Finthesis automatically applies these settings.

You can then:

• Project the settlement of payables and receivables,
• Add bank loans, directly integrated into the forecasts.

A comprehensive tool to manage your cash flow with precision.

Yes, the reporting module includes a business valuation tool combining several approaches:

• Net asset value method,
• Multiples method,
• Discounted cash flow method.

You can weight each method according to your criteria and generate a complete valuation report directly from the platform.

Yes, if your accounting entries include analytical data, it is automatically retrieved during imports (API or general ledger). If not, you can create your own analytical categories in the reporting module to allocate costs and revenues by activity, product or service.