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Financial controlling

The complete financial picture, in 7 dashboards

Summary, revenue, expenses, cash flow, profitability, taxes and headcount — the financial analysis management needs, beyond the general dashboard.

  • 7 analytical dashboards
  • Profitability and margins
  • Real-time cash flow
  • Taxes and headcount

Financial controlling

Profitability

24,1%

Cash Flow

€22,7k

Staff cost

€38,1k

DashboardIndicatorStatus
ProfitabilityMargin 24,1%▲ +1,8pts
Cash Flow€22,7kPositive
Expenses€54,3k▲ +6%
TaxesVAT €4,8kUp to date
The solution

The financial analysis management needs, in a single panel

The usual problems

Profitability in the dark

Not knowing which part of the business leaves a real margin and which only moves revenue.

Figures that arrive late

Finding out that expenses have spiked or the margin has dropped when the month is already closed.

Excel to cross-reference data

Pulling invoices, payroll and expenses into a spreadsheet every time management asks for a number.

Outdated margins

A profitability report that stops being true the moment the next invoice or expense comes in.

Deciding without your own panel

Management making decisions without its own financial dashboard, waiting for the accountant's close.

How Zynvio solves it

  • Summary

    The main business KPIs at a glance: result, margin and cash.

  • Revenue

    Detailed analysis of the period's revenue, calculated from your invoicing.

  • Expenses

    Full breakdown of expenses by account and category.

  • Cash Flow

    Real-time cash flow: inflows, outflows and balance.

  • Profitability

    Analysis of the business's margins, without waiting for the accounting close.

  • Taxes

    Tax summary: output and input VAT for the period.

  • Headcount

    Staff costs: payroll and contributions for the period.

Connect your tools via API

The 7 dashboards are calculated from the data you already have in Zynvio: there's no need to export anything to a separate sheet.

  • Draws on your accounting: entries, accounts and result.
  • Incorporates issued and received invoicing for revenue and expenses.
  • Cross-references treasury movements for cash flow.
  • Adds up payroll for the headcount dashboard.

Automate your workflows

Each dashboard recalculates itself with every new entry, invoice or payroll run, without refreshing anything by hand.

  • The 7 dashboards update with every confirmed accounting entry.
  • Revenue and expenses recalculate when you issue or record an invoice.
  • Headcount updates with each payroll run processed.
Use cases

Who it's for

Finance leadership and CFO

A dedicated panel with result, margins and cash flow without depending on the accountant's close.

What you gain

Result, margins and cash flow in 7 dashboards, without building anything in Excel.

Business profitability always up to date, without waiting for the close.

Revenue, expenses and taxes from the same data as your accounting.

Staff cost alongside the rest of your finances, not separate.

A dedicated panel for management, connected to day-to-day accounting.

Frequently asked questions

How is Controlling different from the Analytics page?

Analytics shows the general business dashboard (revenue, expenses, treasury and overdue invoices). Controlling is the accounting module with deeper financial analysis, organized into 7 dashboards: summary, revenue, expenses, cash flow, profitability, taxes and headcount.

What does each of the 7 dashboards show?

Summary (main business KPIs), Revenue and Expenses (detailed breakdown), Cash Flow (cash movements), Profitability (margin analysis), Taxes (VAT tax summary) and Headcount (staff costs).

Can I see budget vs. actual?

The budget vs. actual comparison, with its variance, is in the Accounting reports (Profit & Loss and Balance Sheet); Controlling focuses on the 7 executive-summary dashboards of the business.

Do the dashboards update on their own?

Yes. They are calculated from your accounting entries, invoices and payroll, and update automatically with every new movement, without recalculating anything by hand.

Do I need to set anything up to see them?

No. As soon as you have invoices, expenses, entries or payroll recorded in Zynvio, the 7 dashboards calculate themselves.

Turn your operation into a connected system

Request a demo and see Zynvio in action.