01
By business
Review the full operating picture across spend, collections, approvals, reimbursements and petty cash.
Owner and CFO reporting
Understand business spending from the perspective that matters now.
Switch between business, employee, category, branch and department analysis with comparisons, exception signals and direct detail views.
Why this matters
A report is useful only when its numbers and drill-downs mean the same thing.
Every report selection applies to metrics, charts, ranked rows, intelligence and exports. Exception counts open the exact records that created the count.
02
By employee
Compare employee spend, limits, proof discipline, checking pressure and reimbursement readiness.
03
By category
Find cost concentration, recurring pressure and categories producing exceptions.
04
By branch
Compare branch spend, collections, evidence and operating workflow.
05
By department
See department totals, density, trends and exception readiness.
06
Grounded action summary
Prioritize recovery, exceptions, checking, reimbursement and petty-cash actions from the selected data.
Workflow
How to use the report
- Step 1
Choose a lens
Select business, employee, category, branch or department.
- Step 2
Set the range
Use a standard period or exact custom dates and supporting filters.
- Step 3
Read the signal
Compare current and previous performance, evidence and workflow health.
- Step 4
Open the records
Drill into the exact expenses, approvals, reimbursements or ledger view.
Business value
What the business gains
- Faster owner review
- More reliable exception counts
- Clear employee and branch accountability
- Exports that match the active report
Questions and answers
Common questions about owner and cfo reporting
Which report lenses are available?
Business, employee, category, branch and department.
Does every tab show different data?
Yes. The metrics, charts, ranked rows, intelligence and suggested actions change with the active lens.
Are report cards clickable?
Relevant signals can open filtered detail data on the same page or in the correct connected workspace.
Do exports follow report filters?
Yes. Summary and detailed CSV exports use the selected period and active report filters.
Connected workflows
Continue through the business money journey.
Business expense management
Capture every business expense with the context a checker needs.
ExploreExpense approvals and reimbursements
Move expenses from checking to reimbursement with visible responsibility.
ExplorePetty cash advance management
Give employees cash in advance without losing track of the remaining money.
ExploreA clearer way to control business money
Give your team one simple workflow from expense to settlement.
Start a workspace now, or book a guided demo using the way your business already handles expenses, petty cash and reimbursements.