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Templates

Templates

Features

Features

FinBoard

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Streamline & Automate

Financial Reporting

Real-Time Dashboards

Multi-Entity Consolidation

Financial Reporting

Streamline & Automate

Financial Reporting

Real-Time Dashboards

Multi-Entity Consolidation

Financial Reporting

Streamline & Automate

Financial Reporting

Real-Time Dashboards

Multi-Entity Consolidation

Financial Reporting

Connect unlimited entities

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Meet our active users

Meet our active users

Backed by leaders from PwC, Rippling, Samsung, Google, Microsoft

Backed by leaders from PwC, Rippling, Samsung, Google, Microsoft

Seamless financial reporting
with custom reports and dashboards

Seamless financial reporting
with custom reports and dashboards

QuickBooks reports in Google sheet

Seamlessly transfer your QuickBooks reports directly into Google Sheets with just one click

Recategorize your chart of accounts

Effortlessly map your existing QuickBooks accounts to a customized chart of accounts

Drill down reports to see underlying data

Gain deeper insights by viewing the underlying data of user-mapped accounts

Build real time models and dashboards

Build models by inserting or deleting rows and columns without effecting data flow

Create Report

Profit and Loss Statement

Balance Sheet

Cash Flow Statement

Sales Report

Expense Report

Accounts Receivable Aging

Accounts Payable Aging

Trial Balance

General Ledger

Income by Customer Summary

Expense by Vendor Summary

Inventory Valuation Summary

Statement of Cash Flows

Profit and Loss Statement

Budget vs. Actual

Profit and Loss by Class

Profit and Loss by Customer

Profit and Loss Statement

Profit and Loss by Month

Sales by Customer Summary

Sales by Product/Service Summary

Transaction List by Date

Transaction Detail by Account

Vendor Balance Summary

Customer Balance Summary

Unbilled Charges

Sales Tax Liability Report

Imported from QuickBooks

Selected Company

Finboard.ai

Report Period

Select Date

Days

Days

Display columns by

Total only

Show non-zero or active only

Total only

Compare another period

Select Period

Accounting Method

Cash

Accrual

Custom Mapping

Filters

Create Report

Financial Reports

Income

Design income

Discounts given

Landscaping Services

Total Job Materials

Labor

Installation

Maintenance

Total Labor

Total Landscaping Services

Total Income

Total Cost of Goods Sold

Gross Profit

Expenses

Advertising

Income

$190.00

$20.00

$90.00

$24.00

$156.00

$251.00

$19.00

$10.00

$90.00

$170.00

$110.00

$160.00

$180.00

$192.00

Income

$20.00

$90.00

$170.00

$19.00

$90.00

$192.00

$24.00

$10.00

$160.00

$251.00

$110.00

$156.00

$190.00

$180.00

Income

$24.00

$156.00

$251.00

$19.00

$190.00

$10.00

$90.00

$170.00

$110.00

$20.00

$160.00

$90.00

$180.00

$192.00

Income

$10.00

$90.00

$19.00

$24.00

$156.00

$20.00

$170.00

$90.00

$192.00

$160.00

$251.00

$110.00

$190.00

$180.00

jan

mar

feb

apr

QuickBooks reports in Google sheet

Seamlessly transfer your QuickBooks reports directly into Google Sheets with just one click

Recategorize your chart of accounts

Effortlessly map your existing QuickBooks accounts to a customized chart of accounts

Drill down reports to see underlying data

Gain deeper insights by viewing the underlying data of user-mapped accounts

Build real time models and dashboards

Build models by inserting or deleting rows and columns without effecting data flow

Create Report

Profit and Loss Statement

Balance Sheet

Cash Flow Statement

Sales Report

Expense Report

Accounts Receivable Aging

Accounts Payable Aging

Trial Balance

General Ledger

Income by Customer Summary

Expense by Vendor Summary

Inventory Valuation Summary

Statement of Cash Flows

Profit and Loss Statement

Budget vs. Actual

Profit and Loss by Class

Profit and Loss by Customer

Profit and Loss Statement

Profit and Loss by Month

Sales by Customer Summary

Sales by Product/Service Summary

Transaction List by Date

Transaction Detail by Account

Vendor Balance Summary

Customer Balance Summary

Unbilled Charges

Sales Tax Liability Report

Imported from QuickBooks

Selected Company

Finboard.ai

Report Period

Select Date

Days

Days

Display columns by

Total only

Show non-zero or active only

Total only

Compare another period

Select Period

Accounting Method

Cash

Accrual

Custom Mapping

Filters

Create Report

Financial Reports

Income

Design income

Discounts given

Landscaping Services

Total Job Materials

Labor

Installation

Maintenance

Total Labor

Total Landscaping Services

Total Income

Total Cost of Goods Sold

Gross Profit

Expenses

Advertising

Income

$190.00

$20.00

$90.00

$24.00

$156.00

$251.00

$19.00

$10.00

$90.00

$170.00

$110.00

$160.00

$180.00

$192.00

Income

$20.00

$90.00

$170.00

$19.00

$90.00

$192.00

$24.00

$10.00

$160.00

$251.00

$110.00

$156.00

$190.00

$180.00

Income

$24.00

$156.00

$251.00

$19.00

$190.00

$10.00

$90.00

$170.00

$110.00

$20.00

$160.00

$90.00

$180.00

$192.00

Income

$10.00

$90.00

$19.00

$24.00

$156.00

$20.00

$170.00

$90.00

$192.00

$160.00

$251.00

$110.00

$190.00

$180.00

jan

mar

feb

apr

QuickBooks reports in Google sheet

Seamlessly transfer your QuickBooks reports directly into Google Sheets with just one click

Recategorize your chart of accounts

Effortlessly map your existing QuickBooks accounts to a customized chart of accounts

Drill down reports to see underlying data

Gain deeper insights by viewing the underlying data of user-mapped accounts

Build real time models and dashboards

Build models by inserting or deleting rows and columns without effecting data flow

Create Report

Profit and Loss Statement

Balance Sheet

Cash Flow Statement

Sales Report

Expense Report

Accounts Receivable Aging

Accounts Payable Aging

Trial Balance

General Ledger

Income by Customer Summary

Expense by Vendor Summary

Inventory Valuation Summary

Statement of Cash Flows

Profit and Loss Statement

Budget vs. Actual

Profit and Loss by Class

Profit and Loss by Customer

Profit and Loss Statement

Profit and Loss by Month

Sales by Customer Summary

Sales by Product/Service Summary

Transaction List by Date

Transaction Detail by Account

Vendor Balance Summary

Customer Balance Summary

Unbilled Charges

Sales Tax Liability Report

Imported from QuickBooks

Selected Company

Finboard.ai

Report Period

Select Date

Days

Days

Display columns by

Total only

Show non-zero or active only

Total only

Compare another period

Select Period

Accounting Method

Cash

Accrual

Custom Mapping

Filters

Create Report

Financial Reports

Income

Design income

Discounts given

Landscaping Services

Total Job Materials

Labor

Installation

Maintenance

Total Labor

Total Landscaping Services

Total Income

Total Cost of Goods Sold

Gross Profit

Expenses

Advertising

Income

$190.00

$20.00

$90.00

$24.00

$156.00

$251.00

$19.00

$10.00

$90.00

$170.00

$110.00

$160.00

$180.00

$192.00

Income

$20.00

$90.00

$170.00

$19.00

$90.00

$192.00

$24.00

$10.00

$160.00

$251.00

$110.00

$156.00

$190.00

$180.00

Income

$24.00

$156.00

$251.00

$19.00

$190.00

$10.00

$90.00

$170.00

$110.00

$20.00

$160.00

$90.00

$180.00

$192.00

Income

$10.00

$90.00

$19.00

$24.00

$156.00

$20.00

$170.00

$90.00

$192.00

$160.00

$251.00

$110.00

$190.00

$180.00

jan

mar

feb

apr

Streamline your financials

with multi-entity consolidation

Streamline your financials

with multi-entity consolidation

Consolidate financial data from multiple entities into a single, easy-to-manage entity. Simplify complex processes and eliminate manual errors with just a few clicks.

Consolidate your Chart of Accounts

Consolidate your Chart of Accounts

Streamline your financial reporting by reorganizing your chart of accounts. Recategorize multiple entities' accounts into custom categories directly within reports, creating a tailored and organized financial overview

Streamline your financial reporting by reorganizing your chart of accounts. Recategorize multiple entities' accounts into custom categories directly within reports, creating a tailored and organized financial overview

Eliminate full accounts

Eliminate full accounts

Eliminate intercompany transactions for a clearer view of consolidated performance. Remove entire accounts holding intercompany transactions like sale of goods, loans or fees.

Eliminate intercompany transactions for a clearer view of consolidated performance. Remove entire accounts holding intercompany transactions like sale of goods, loans or fees.

Eliminate partial accounts

Eliminate partial accounts

Adjust specific amounts for intergroup transactions like unsold inventory stocks, currency adjustments in multi-currency groups etc, ensuring accurate consolidated reports despite exchange rate fluctuations

Adjust specific amounts for intergroup transactions like unsold inventory stocks, currency adjustments in multi-currency groups etc, ensuring accurate consolidated reports despite exchange rate fluctuations

Multi-currency

Euro (€)

Pound (£)

Yen (¥)

CAD (C$)

AUD (A$)

Income

Income

1.30

1.10

0.48

0.70

1.10

1.32

1.12

0.58

0.72

1.15

|

1.14

0.62

0.68

1.20

Income

...

...

...

...

...

Jan 2024

Base

USD

Feb 2024

...

Mar 2024

Multi-currency

Euro (€)

Pound (£)

Yen (¥)

CAD (C$)

AUD (A$)

Income

Income

1.30

1.10

0.48

0.70

1.10

1.32

1.12

0.58

0.72

1.15

|

1.14

0.62

0.68

1.20

Income

...

...

...

...

...

Jan 2024

Base

USD

Feb 2024

...

Mar 2024

Manage currency conversions

Manage currency conversions

Effortlessly manage transactions in multiple currencies while retaining full control over exchange rates. Our multi-currency feature allows you to handle diverse financial operations seamlessly, and with manual adjustment options

Effortlessly manage transactions in multiple currencies while retaining full control over exchange rates. Our multi-currency feature allows you to handle diverse financial operations seamlessly, and with manual adjustment options

Automation & Scheduling

Automation & Scheduling

Streamline your workflow by automating tasks and setting schedules for seamless execution.

SALES

$525,403

COGS

$525,403

GROSS PROFIT

$525,403

LABOR EXPENSE

$525,403

NET INCOME

$525,403

REVENUE

$525,403

COGS

$525,403

LABOR EXPENSE

$525,403

NET INCOME

$525,403

GROSS INCOME

EXPENSES AND TAXES

NET INCOME

$125,30K

$125,30K

$525,403

SALES

$525,403

COGS

$525,403

GROSS PROFIT

$525,403

LABOR EXPENSE

$525,403

NET INCOME

$525,403

REVENUE

$525,403

COGS

$525,403

LABOR EXPENSE

$525,403

NET INCOME

$525,403

GROSS INCOME

EXPENSES AND TAXES

NET INCOME

$125,30K

$125,30K

$525,403

SALES

$525,403

COGS

$525,403

GROSS PROFIT

$525,403

LABOR EXPENSE

$525,403

NET INCOME

$525,403

REVENUE

$525,403

COGS

$525,403

LABOR EXPENSE

$525,403

NET INCOME

$525,403

GROSS INCOME

EXPENSES AND TAXES

NET INCOME

$125,30K

$125,30K

$525,403

Apply custom

formatting

Apply custom formatting

Apply custom formatting

Effortlessly consolidate financials across entities, saving time and reducing errors.

P&L

2s ago

Auto refresh

Report

Last Updated

Schedule your reports on auto-refresh

Keep your data up-to-date by scheduling your reports to auto-refresh.

Report

Create package

Package

Status

January

Completed

February

Completed

Instant

report generation

Generate client-specific monthly and quarterly report folders with a single click for seamless organization

Get FinBoard Plugin Now!

Ready to save time and streamline your financial workflows?

Get FinBoard Plugin Now!

Ready to save time and streamline your financial workflows?

Get FinBoard Plugin Now!

Ready to save time and streamline your financial workflows?