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Finance · Financial Statements

Review financial information by reporting period.

Organize financial periods and review statement records in a dedicated finance workspace.

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Financial statement overview

Period detail pages

Statement review workflow

Current capabilities

What you can do in Financial Statements

Organize financial periods and review statement records in a dedicated finance workspace.

Financial statement overview
Period detail pages
Statement review workflow

Read the workflow guide →

How the workflow fits together

01Open Financial statements and select the reporting period.

02Review the period detail and available statement records.

03Use the statement review page to inspect the information and available review actions.

04Confirm review status before taking any posting action offered to your role.

Next

Where this connects.

Reporting & Dashboards

Dashboards scoped to what each role should actually see.

Roles & Permissions

Built for how your organization actually delegates authority.

Approvals & Workflow

One inbox for every approval waiting on you.

See Financial Statements on your own work.

We'll run a live project of yours through it rather than showing a demo tenant.