Monthly finance report
Budget against actuals, with the commentary drafted.
Compare budget and actuals every month, with commentary drafted for a person to review. Use it for your own business, or offer it to the clients you advise.
What you can do
- Compare budget and actuals by month
- Get commentary drafted
- Explain a variance
What your clients get
- A clear view of each month
- The differences explained in words
- A report ready for review
How setup works
- We switch it on with you.
- Add the budget and actuals.
- Xevol drafts the commentary.
- A person reviews it.
Questions
- Can I sell this to my clients?
- Yes. Tell us when you set it up, and we will agree the terms, including selling it under your own brand.
- Does it replace an accountant?
- No. It prepares the comparison and commentary for a person to review.