Finance Insights
Last update:
07/21/2026
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Finance Insights Overview
- Introduction to Finance Insights
- Dashboards & KPIs
- Cash Flow & Forecasting
- Budget vs Actual & Profitability
- Customer & Vendor Risk Screens
- Audit Trail, Reconciliation & Compliance Screens
Dashboards & KPIs
Cash Flow & Forecasting
Customer & Vendor Analytics
Performance & Profitability
Audit & Compliance Screens
Customer & Vendor Risk Screens
Understanding Who You Sell To and Buy From
Beyond the main dashboard, dedicated screens under Finance Insights > Customers and > Vendors dig into relationship-level financial risk and value.
Customer Screens
| Screen | What It's For |
|---|---|
| Customer Risk Score | Ranks customers by payment reliability/credit risk so collections can prioritise the riskiest accounts first. |
| Customer Lifetime Value | Total historical (and projected) value of the relationship, not just the last invoice. |
| Customer Profitability | Revenue from a customer net of the cost to serve them — a big customer isn't always the most profitable one. |
| Customer Concentration | How much revenue depends on your top few customers — a concentration risk flag. |
| Customer Churn Risk | Flags customers whose ordering pattern has gone quiet compared to their historical rhythm. |
| Customer Cohort Analysis | Groups customers by when they first bought, to see how each cohort's spend evolves over time. |
| Customer Acquisition Velocity | Rate of new customer acquisition over time. |
| Cross-Sell Opportunity Matrix | Which product combinations customers tend to buy together but aren't yet — an upsell target list. |
Vendor Screens
| Screen | What It's For |
|---|---|
| Vendor Concentration | How dependent your supply chain is on a small number of vendors. |
| Vendor Reliability Score | On-time delivery/quality-linked scoring per vendor, where tracked. |
| Vendor Spend Analysis | Total spend by vendor and category — the starting point for negotiating volume discounts. |
| Vendor Payment Schedule | Upcoming bill due dates laid out on a timeline for payment planning. |
Receivables & Payables Aging
Aged Receivable, AR & AP Aging, Late Invoice Tracker, Days to Pay Analytics, and Receivables Forecast together give a complete picture of who owes you money, who you owe, and how overdue each side is — the day-to-day working set for a collections/AP team, distinct from the higher-level risk-scoring screens above.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.