Get your own Pocket Financials

The Pocket Financials Dashboard, powered by Power BI’s cloud platform, consolidates your Income Statement, Balance Sheet, Cash Flow, Predictive KPIs, and AI-driven Counsel into a single, accessible interface. This integration allows for real-time insights and secure cloud-based access to key financial data.

Power BI for Financial Planning & Decision-Making

Leveraging Power BI’s data visualization and analytics, this dashboard offers a clear view of your financial trajectory, enabling proactive planning and AI-driven insights to optimize your Cash Conversion Cycle and improve cash flow.

Early Warning System with Predictive Analytics

By utilizing Power BI’s predictive capabilities, the dashboard flags potential cash flow issues, helping you adjust financial strategies in real-time to mitigate risks.

Customizable KPIs for Targeted Insights

Power BI enables flexible customization of KPIs, so you can focus on metrics like Cash Conversion Cycle and Cash Flow to Debt, refining long-term cash management.

Key Benefits via Power BI Integration

• Comprehensive Overview: All financial metrics in one cloud-hosted dashboard.

• Predictive Insights: Forecast profitability and cash flow with Power BI’s advanced analytics.

• Risk Mitigation: Identify cash flow risks early to prevent issues.

• Customizable KPIs: Tailor metrics to meet your business needs.

• AI-Driven Counsel: Optimize operations and financial strategies.