Wiise Financial Dashboards

Profit & Loss Dashboard: See the full picture of your profitability
Get a clear, at-a-glance view of your revenue, expenses, and net profit. Drill down into the details by viewing performance across dimensions such as projects and GL accounts to understand where you’re making or losing money, track trends over time, and stay within your financial targets. Quickly pinpoint cost drivers, with snapshots of your top five expenses, measure the impact of decisions, and maintain a healthy financial trajectory, without relying on manual reports.

Actual vs Budget Dashboard: Track performance and spot variances early
Compare actuals to budgets in real time to see exactly where you’re on track and where you’re not. Easily keep track of project and GL account budgets. Identify variances before they become bigger issues, and understand what's driving them, whether it’s revenue shortfalls or unexpected costs. Quickly course-correct, stay aligned with business goals, and avoid end-of-month surprises.

Accounts Receivable Dashboard:
Get a clear view of customer invoices, payment status, and overdue balances. Filter receivables by customers, age, and risk to prioritise outreach and reduce outstanding invoices.

Accounts Payable Dashboard:
Quickly see cash on hand, outflows and overdue payments in real time. Better plan cash outflows and protect supplier relationships by quickly filtering which invoices are outstanding and their due dates. Keep on top of cash flow by monitoring aging reports, turnover ratios and amounts throughout the AP funnel.

Cashflow Insights Dashboard: Understand your liquidity at a glance
Get a real-time, consolidated view of your cash position without digging through complex reports or exporting data to Excel. Instantly see cash on hand, inflows and outflows, ending balances, and upcoming movements to understand your true liquidity picture. Track historical trends, forward projections, and six-month views of expenses and AR/AP turnover to stay ahead of cash pressures. Make informed decisions on spending and investments with clear, visual insights that help you manage working capital confidently and keep your business on a stable financial path.

Together: Confident, proactive decision-making
Managing finances shouldn’t mean chasing down reports or working with incomplete data. With Wiise Financial Dashboards, you get instant, accurate visibility into your financial performance, and the clarity to make smarter, more strategic decisions.