Financial Statement Software

Auth

Registration and log-in for clients’ employees and customers.

Dashboard

Contains all vital data about the company and its customers. For admin, the dashboard allows viewing data on each customer and employee. For an employee, the system generates reports on customers they work with.

My Account

Personal profile for each user with personalization features and an option to secure private data.

Users

It contains information about employees and customers with the option to sort, filter, and add new data.

Company Validation

The core feature of the product. It allows for generating reports on customers’ companies and PDF files containing vital intel.

The Scheduler

Allows financial dashboard software to plan the time for report generation and release, as well as choose the customer to send the said report.

Reports

This financial statement reporting software is enabled on a page that contains three tables:

• the first one with successfully generated and released reports, data about the release date and a customer, and an option to download the report as a PDF file;
• the second table with delayed reports that are to be released later;
• the third table with failed reports and the reason for their failure.

Data Export

Allows exporting the intel about the company to the excel table.

E-Postmallar

Allows viewing and editing email templates.

Permissions

Enables the view and creation of different roles for the business financial statement software and allows editing of the permissions for every existing and new role.

Logs

The history of activities in financial statement preparation software performed by each employee.

Global Settings

Allows changing the global setting for the platform, for example:

• valuation interest rate setting
• report scheduling switch on/off

Customer Part

This feature allows end-clients to view all of the generated reports they have about their company. To obtain permission to do so, they first receive an email letter with a verification code.