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Smartbooks.ai

by Smartbooks.ai

Automatically generate management reports based on your accounting software

Smartbooks is a platform with financial intelligence that allows you to build reports and planning as you would in Excel. Only in Smartbooks it is easier, faster, better and without errors. In addition, everything is available via the browser and everything is in a secure cloud.

Smartbooks is intended for Controllers and CFOs as a replacement for reporting in Excel or founders/owners who do not yet have financial management reporting and planning.

The financial data from your system is refreshed daily (or as often as you like) and forms the basis of your income statement and balance in Smartbooks. Smartbooks provides you with the standard KPIs that most companies want, but you can add your own KPIs just like in Excel. Smartbooks then adds financial intelligence and automatically calculates cash flow.

The functionality of Smartbooks is based on the experience of thousands of CFOs and Controllers who, just like you, want to save time in the monthly reporting and periodic planning processes.

Smartbooks gives you a.o.:

  • Management reporting and dashboards
  • Planning
  • Flexibility (almost equal to Excel)
  • Consolidation with intercompany elimination
  • Option to put comments on the figures

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of AppSource is governed by separate terms and privacy.