Financial statements
Statements that are already built.
P&L, balance sheet and cash flow, live from your accounting and sitting next to plan and forecast. The exporting, pasting and reformatting stop happening.
Profit & Loss
USD thousands| Account | Jun | Jul | Aug | Sep |
|---|---|---|---|---|
| Total Income | 2,254 | 2,286 | 2,318 | 2,400 |
| Gross Profit | 1,379 | 1,401 | 1,424 | 1,475 |
| Gross margin | 61.2% | 61.3% | 61.4% | 61.5% |
| Total Expenses | 972 | 979 | 981 | 1,014 |
| Net Operating Income | 407 | 422 | 443 | 461 |
Illustrative figures
How it works
Live financial statements, in three steps.
Live from your books
Read straight from QuickBooks or Xero and kept current, by month, quarter or year. Nobody rebuilds them at month end.
Next to the plan
Actuals beside budget and forecast in the same statement, so variance is a column, not a separate report.
Several companies, one view
Connect more than one company and see each on its own or the group consolidated.
| Sep-26 | Budget | Actual | Var |
|---|---|---|---|
| Total Income | 2,302 | 2,318 | +0.7% |
| New customers | 22 | 19 | −13.6% |
| Job margin | 38.0% | 34.1% | −10.3% |
| Net Operating Income | 461 | 443 | −3.9% |
Budget vs actual
Variance is a column, not a separate report.
- Actuals read live from your books
- Budget and forecast beside them
- Over and under plan, flagged by line
Connected to
Fed by the systems you already run.
Live statements
P&L and balance sheet, current
Your metrics
Defined once, kept current
Answers
Ask in plain English
Questions
About live financial statements
Which accounting systems does it work with?
QuickBooks Online and Xero. QuickBooks provides the P&L, balance sheet and cash flow; Xero provides the P&L and balance sheet.
Can I consolidate several companies?
Yes. Connect each company (or each Xero organisation) and view them separately or consolidated.
Does it change anything in my accounting?
No. Dear CFO reads from QuickBooks and Xero and never writes back.
More of Dear CFO
See it against your own numbers.
Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.