Financial Reports & Analytics
Comprehensive financial reporting suite: accounts receivable management, accounts payable management, profit & loss statements, balance sheets, cash flow reports, and real-time financial analytics. Everything you need to understand your business finances.
Complete Financial Visibility
Track every aspect of your business finances with comprehensive reports and analytics
Track Receivables
Monitor all money owed to you by customers. View aging reports, overdue invoices, and customer payment history.
Manage Payables
Track all money you owe to suppliers. Schedule payments, manage due dates, and plan cash flow.
Generate Reports
Create comprehensive financial reports: P&L, balance sheets, cash flow statements, and custom reports.
Analyze & Forecast
Get AI-powered insights, trend analysis, and financial forecasting. Make data-driven business decisions.
Accounts Receivable Management
Track and manage all money owed to you by customers
Customer Debt Tracking
Track all outstanding invoices and amounts owed by each customer. Complete visibility into your receivables.
Aging Reports
View aging analysis showing overdue invoices by period: current, 30 days, 60 days, 90+ days overdue.
Payment History
Complete payment history for each customer. Track payment patterns and identify reliable customers.
Automated Reminders
Automated email reminders for overdue invoices. Customize reminder schedules and messages.
Credit Management
Set credit limits for customers. Monitor credit usage and prevent over-limit sales automatically.
Collection Management
Track collection efforts, notes, and follow-ups. Manage the complete collection process efficiently.
Accounts Payable Management
Manage all money you owe to suppliers and vendors
Supplier Debt Tracking
Track all outstanding bills and amounts owed to each supplier. Complete visibility into your payables.
Payment Schedules
Schedule payments based on due dates. Plan cash flow and ensure timely payments to suppliers.
Payment Approval
Set up approval workflows for payments. Control who can approve payments and track approval history.
Cash Flow Planning
Forecast cash flow based on scheduled payments. Plan ahead and avoid cash flow issues.
Vendor Analysis
Analyze vendor spending patterns. Identify top suppliers and optimize vendor relationships.
Payment History
Complete payment history for each supplier. Track payment patterns and maintain good relationships.
Comprehensive Financial Reports
All the financial reports you need, automatically generated
Profit & Loss Statement
Complete P&L statements showing revenue, expenses, and profit. Generate for any period automatically.
Balance Sheet
Comprehensive balance sheets showing assets, liabilities, and equity. Always up-to-date and accurate.
Cash Flow Statement
Detailed cash flow statements showing operating, investing, and financing activities.
Trial Balance
Complete trial balance reports showing all account balances. Verify accounting accuracy.
General Ledger
Detailed general ledger reports for all accounts. Complete transaction history and balances.
Custom Reports
Build custom reports with drag-and-drop report builder. Create reports tailored to your needs.
Real-Time Financial Analytics
AI-powered insights and analytics to help you make better business decisions
Financial Dashboard
Real-time dashboard with key financial metrics: revenue, expenses, profit, cash flow, and more.
Trend Analysis
Analyze financial trends over time. Identify patterns and make data-driven decisions.
Financial Forecasting
AI-powered forecasting based on historical data. Predict future financial performance.
Comparative Analysis
Compare financial performance across periods. Month-over-month and year-over-year comparisons.
Key Performance Indicators
Track KPIs automatically: gross margin, net margin, current ratio, quick ratio, and more.
AI Insights
Get AI-powered insights and recommendations. Identify opportunities and risks automatically.
Ready for Complete Financial Visibility?
See how Xadi's financial reports and analytics can give you complete visibility into your business finances. Schedule a demo today.