Finance

The figures you used to compile on Sunday, available on Tuesday

Ready-made reports instead of a spreadsheet to rebuild: sales by product, real margin, stock alerts, expenses, profit and loss. Filterable, dated, exportable.

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The margin, not just the turnover

Purchase cost is known, so margin computes per product and per period with no spreadsheet.

What needs a decision surfaces

Approaching stockouts, overdue invoices, products that stopped moving: the list comes to you.

Exportable for whoever asks

Each report exports to Excel or PDF, with its filters and period printed on it.

What you can do with it

Sales by product and period

Quantities, turnover and margin, filterable by warehouse, category or customer.

Profit and loss

Income, costs and result over the period, with the detail behind each line.

Stock reports

Valuation, turnover, threshold alerts and upcoming expiries, by warehouse.

Payment reports

Collections and disbursements by method, by account and by period.

Ageing balance

Who owes what, and for how long, on the customer side as on the supplier side.

Period comparison

This month against last, or against the same month a year ago — the delta is shown.

How it works

  1. 01 Pick the period

    A date range, a warehouse, a category — the filters stay visible.

  2. 02 Read it

    Totals at the top, detail below, the comparison beside it.

  3. 03 Export it or act on it

    Excel for the accountant, PDF for the bank, or straight into a purchase order.

What the module includes

Reports and insights
  • Payment reports
  • Low-stock alerts
  • Profit and loss
  • Sales by product

Figures in francs, not abstract percentages

Amounts display in your company’s currency and number format, separators included — a detail that decides whether a report is read or recomputed. And period comparison respects the seasons that matter here: the Tabaski month only usefully compares with the previous Tabaski month, not with the one that just ended.

Common questions

Are the reports live?

Yes. They read trading data at the moment you open them: a sale taken two minutes ago is in there.

Who can see the margins?

Only the roles you grant permission to. Reports are governed screen by screen, like the rest of the application.

Can I get an automatic summary?

Alerts — low stock, due dates — arrive as notifications. Scheduled emailing of a full report is not available yet.

Works with

All solutions
Ready to start?

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