The dashboard shows consolidated Balance Sheets and Income Statements across time. Detail drillable pie charts allow drilling to any business or personal segment. Examples of business segments are drilling by region, office, department, category, line of business, event, etc. Examples of personal segments are category, item, and merchant.
Business First has revolutionized the traditional balance sheet. We allow you to run one company or a consolidated set of multiple companies.
For additional detail, we created the Change column which allows you to drill to see all transactional activity causing changes in your balance sheet.
See the health of your business through time on a graphical balance sheet dashboard.
Business First Financials has both general allocations and dynamic distinct allocations. Named allocations are allocations you set up to use during the year. Named allocations can even be allocations of other allocations such as Executive Pay allocated to specific Region or Office Allocations. Dynamic Distinct Allocations are automatic based on previous Bills or Invoices. As soon as you enter a new Vendor or Client, the system looks at the past 2 years’ worth of entries and allows you to allocate the new entry the same way you allocated any past entry.
Allocations can even cross multiple companies using the patented multi-company engine to automatically add the multi-company balancing entries.