GL & Finance Dashboards: live margins and cash flow
IncludedReal-time dashboards on your general ledger and financial health: revenue, expenses, margins, and cash flow. They draw straight from your accounting system, so you see the picture at any moment instead of waiting for month-end.
Key capabilities
- Real-time revenue, expense, margin, and cash-flow views
- Budget-vs-actual beside every period, with last year alongside
- A 13-week cash forecast that starts from your real bank balance
- Receivables aging you can rebuild as of any past date
- Reads straight from your accounting system, no month-end wait
- Rights-gated so only the right people see financials
The flow, end to end
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Open the income statement
Revenue, expenses and margin for the period, the quarter and the year to date, totalled live from Spire's general ledger by Spire's own fiscal periods.
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Compare against plan
Your Spire budgets sit beside each column, with every variance coloured as good or bad news and last year alongside.
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Look 13 weeks ahead
The cash forecast starts from the bank balance in your ledger. It adds open receivables, timed by how late each customer really pays, and predicted sales, then takes off bills, purchase orders, payroll and overhead, and shows your lowest-cash week.
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Take it to the meeting
Export the income statement to Excel, or print it as a typeset PDF that always includes last year for comparison.
Included in the Nexus platform
GL & Finance Dashboards reads and writes the same live data as everything else you run on Nexus, so it works in step with your other modules: no syncs, no exports. It is part of the flat Nexus platform fee, with unlimited field & viewer seats, no per-tech charge.
What people ask about GL & Finance Dashboards
Where do the figures come from?
Spire's general ledger, read live. The income statement follows Spire's own fiscal periods and budgets, so it is built from the same ledger your accountant works in.
Who can see the financials?
The income statement needs its own permission, and Nexus removes that permission when Spire denies the person access to the general ledger. The cash, receivables and working capital screens are for administrators.
How does the forecast decide when customers will pay?
From their payment history. An invoice from a customer who usually pays two weeks late is expected two weeks after its due date, not on it.
Can we see where we stood last quarter?
Yes. Receivables aging can be rebuilt as it stood on any past date, and the working capital view rewinds receivables against payables week by week for up to two years.
Included with your Nexus platform
Book a demo and see it running on your own data, connected to the systems you already use.