Board Features
Your Business: Your Management Process. Everything you need to manage your business finances, accessible anywhere, on anything.
Performance Reporting
Understand your business results with comprehensive reporting and analytics
- Quick performance overview 24/7
- Customizable dashboard layouts
- Pre-defined and custom reports
- Performance benchmarks
- Export capabilities
Cash Flow Forecast
Plan and predict your business cash flow with intelligent forecasting
- Future balance predictions
- Income and expense planning
- Recurring payment tracking
- Payment due date alerts
- Multiple scenario planning
Expense Budgeting
Track and control your business expenses with smart budgeting tools
- Automatic categorization
- Custom category rules
- Vendor-level tracking
- Budget vs actual analysis
- Cost optimization insights
Additional Capabilities
Bank Connectivity
Connect all your banking accounts from any bank for automated sync
Smart Rules
Set custom categorization rules at vendor and customer level
Custom Labels
Use custom tags and filters for better organization
Smart Alerts
Get notified about payment due dates and important events
Import/Export
Import data and export reports in various formats
Multi-User
Collaborate with team members with multi-user accounts
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