Your business in a single cockpit
Revenue, expenses, cash and overdue invoices — updated instantly so you can decide with data.
- Dashboards
- Cashflow
- Overdue invoices
- Multi-company
Make decisions with up-to-date data
The usual problems
Reports in Excel
Assembling the business numbers by hand every month.
No cash visibility
Not knowing how much comes in and goes out, or when.
Overdue payments
Losing track of who owes you and since when.
Deciding blind
Making decisions without up-to-date numbers.
Multiple companies
Adding up each company's data by hand.
Slow reports
Waiting for the close to know how the business is doing.
How Zynvio solves it
Dashboard
Revenue, expenses and profit in real time.
Cashflow / treasury
Inflows, outflows and cash position.
Account summary
Groups the balance by account type.
Overdue invoices
Tracking of overdue payments.
Period filter
Select the date range.
Multi-company
Metrics for each of your companies.
Balance ageing
Ageing of receivables and payables.
Treasury forecast
Cash forecast based on your collections and payments.
Profitability by dimension · In development
Margins by client or project.
Connect your tools via API
Take your metrics wherever you need them with the token API and exports.
- A token API to query metrics.
- Export data and reports to CSV.
- The dashboards draw on invoicing, accounting and payments.
- Filter by period and by company.
Who it's for
Leadership and management
A glance at the state of the business.
What you gain
Revenue, expenses and profit in real time.
Cash position always in view.
Overdue invoices spotted in time.
Filter by period and by company.
No assembling reports by hand.
Frequently asked questions
What does the dashboard show?
Revenue, expenses and profit, the cash position (cashflow), a summary by account type and tracking of overdue invoices, with a period filter.
Does it include forecasting?
Yes. The treasury forecast is calculated from your collections and payments, and balance ageing shows what's outstanding by bracket. Advanced predictive analysis is on the roadmap.
Is there profitability by client or project?
The projects module aggregates revenue and costs per project; a profitability panel by client or project is on the roadmap.
Can I see data from multiple companies?
Yes. You can view each company's metrics with the multi-company selector; a consolidated group view is on the roadmap.
Is the data up to date?
Yes. The dashboards are calculated from your invoicing, accounting and payments, updated instantly.
Explore more modules
Turn your operation into a connected system
Request a demo and see Zynvio in action.