Interactive reporting demos
Reporting examples built around client workflows
Open a browser-based demonstration to see how disconnected financial records can be transformed into structured dashboards, management reports and repeatable reporting workflows.
Reporting systems in action
Choose the workflow most relevant to your reporting needs
Each demo opens on its own page, keeping the experience focused and easy to navigate as the library grows. The examples use fictional data but reflect the structure, controls and reporting logic that can be developed for client work.
Finenza focuses on repeatable management reporting workflows for accounting and bookkeeping firms. These examples demonstrate the reporting logic, structure and presentation standards that support consistent client reporting.
Demo library
Open an interactive reporting example
Select an example to explore how financial information can be structured, reviewed and presented through a clearer reporting workflow.
Demo 01
Income & Expense Dashboard
Review income, expenses, net savings, margins, monthly movement and category performance in a structured management-reporting view.
- Year and month selection
- Income and expense analysis
- Monthly and category-level reporting
Demo 02
Commission Tracking Dashboard
Explore commission earned, payments received, outstanding balances, collection progress and the accounts contributing to the result.
- Commission performance by period
- Collection and outstanding analysis
- Account-level reporting
Demo 03
Invoice & Receivables Dashboard
Connect sales reporting with customer balances, payment status, due dates and a prioritised receivables follow-up workflow.
- Sales and collection reporting
- Payment-status and balance analysis
- Due-date and receivables follow-up
Beyond a single dashboard
Built around repeatable client reporting, not a particular software tool
Excel, Power BI and other reporting tools are delivery methods. The objective is to reduce manual report preparation, improve reporting consistency and help accounting firms deliver clearer management information across a larger number of clients.
A project may include data preparation, reusable reporting logic, management dashboards, branded reporting packs and workflows that can be repeated across multiple client engagements.
Client reporting automation
Want a more consistent management reporting workflow for your firm or clients?
Share the reporting process you want to improve and explore whether a focused paid pilot is the right next step.