Entity-Level Reporting
View cash, transactions, and performance broken down at the entity level.
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Gain Granular Visibility Across the Organization
Breaking down cash and transaction data by entity helps teams understand financial performance at the business-unit level rather than relying solely on consolidated views.
Identify Underperforming or High-Impact Entities
Entity-specific dashboards highlight where cash is concentrated, where spend is rising, or where revenue is accelerating, enabling more targeted operational decisions.
Improve Accountability and Ownership
Individual entities and departments can clearly see their own financial activity, supporting better budgeting, performance tracking, and responsibility for outcomes.
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Entity-Level Reporting breaks out cash, transactions, and performance by entity, giving teams clear visibility into each business unit. This helps identify trends, assess health, and allocate resources with accountability.
Filter and compare entities to spot cash and performance trends
View entity level balances, cash flows, and transactions in dashboards
Drill down to transaction details by entity for deeper analysis
How teams use this feature
View cash, transactions, and performance broken down at the entity level.
Subsidiary Performance Tracking
Finance teams can monitor each subsidiary’s cash position and activity independently, helping identify strong performers and entities that may require additional support.
Entity-Specific Budget Management
Comparing actual performance against entity-level budgets enables more precise financial control and targeted corrective actions.
Capital Allocation Decisions
Clear visibility into which entities generate or consume the most cash helps leadership allocate resources more effectively across the organization.
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