Insights That Drive Better Decisions
Stop waiting for month-end to understand your financials. Workisy generates balance sheets, income statements, cash-flow reports, and custom dashboards from live ledger data — giving your leadership team the real-time clarity they need to make confident decisions.
P&L Statement
12 pages
Balance Sheet
8 pages
Cash Flow
6 pages
Q4 2024 Financial Report
Annual Report 2024
Q1 2025 Forecast
Tax Preparation Pack
Features
Powerful Capabilities, Built for Scale
Every tool you need to run a world-class operation, from day one to enterprise scale.
Standard Financial Statements
Generate balance sheets, income statements, cash-flow statements, and statements of changes in equity that comply with Ind AS, IFRS, and GAAP — all from a single unified data source.
Custom Report Builder
Drag-and-drop rows, columns, filters, and calculations to build any financial report your stakeholders need. Save templates, schedule delivery, and share with role-based access controls.
Visual Dashboards
Interactive charts, KPI tiles, and trend lines present financial data at a glance. Executives see high-level summaries while analysts drill down to transaction-level detail — all from the same dashboard.
Consolidation & Elimination
Consolidate financials across multiple entities, currencies, and accounting standards. Inter-company eliminations, minority-interest calculations, and currency translation adjustments are automated.
Budget vs. Actual Analysis
Compare actual results against budgets and forecasts at any granularity — by GL account, cost center, project, or custom dimension. Variance reports highlight overspends and underspends with drill-down capability.
Real-Time Data
Reports pull from a live ledger, not stale extracts. As transactions post, reports update instantly — giving leadership the confidence to make decisions based on current numbers, not last month's close.
Scheduled Distribution
Schedule reports for automatic generation and email delivery — daily P&L summaries to the CFO, weekly cash-flow updates to treasury, monthly board packs to directors. Every delivery is logged.
Audit-Ready Outputs
Every report includes a traceable lineage from summary to source transaction. Export to Excel, PDF, or XBRL for regulatory filings. Snapshots preserve point-in-time data for audit comparison.
How It Works
Up and Running in Three Simple Steps
Configure & Template
Choose from pre-built report templates or create your own using the drag-and-drop builder. Map GL accounts to reporting lines, define calculation formulas, and set filters for entities, periods, and dimensions.
Generate & Review
Run reports on demand or let schedules handle it. Review numbers against budgets and prior periods, drill down into variances, and annotate findings directly within the report for collaborative review.
Distribute & Archive
Deliver finalized reports to stakeholders via email, the executive portal, or board-pack downloads. Archive each version with a timestamp so you can compare historical snapshots during audits.
Results That Speak for Themselves
Measurable Impact on Your Business
Faster Report Generation
Real-Time Data Accuracy
Less Time on Board Packs
FAQ
Frequently Asked Questions
Ready to See It in Action?
Book a personalized demo and discover how Workisy can transform your operations in weeks, not months.