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QuickBooks Financials

PathFinder Insights Power BI reporting templates for Financial Analytics allows you to easily automate month-end reporting. Quickly visualize financial data with interactive charts and graphs, comparing performance metrics across multiple time periods.

Leverage Power BI's reporting engine to quickly consume accurate financial reports that can be shared with stakeholders. Get the insights you need to make data-driven decisions and stay ahead of the competition.

Income Statement

PathFinder's Income Statement is an essential tool for understanding your company's financial position and making the most of your resources. It offers insights into your company's profitability by breaking down revenues and expenses, as well as providing key metrics like cost of goods sold, net income, and more. Our Income Statement also offers insights into your business's liquidity and solvency, so you can make informed decisions. With our intuitive user interface, you can easily access the data you need to better understand your business's financial health.

On-Ramp Quickbooks Income Statement Analysis
On-Ramp Quickbooks Balance Sheet Analysis

Balance Sheet

A balance sheet is a critical tool for understanding the financial strength of a business and making informed decisions. It's a core financial report tracking the financial health of an organization. It provides a snapshot of the company’s assets, liabilities, and equity at a specific point in time. Analyze the company’s financial position such as how much is owned, owed, and invested in the business.

Statement of
Cash Flows

A Statement of Cash Flows is an important tool for understanding the overall financial health of a business.  PathFinder's solution tracks cash flows from operations, investing, and financing activities helping to identify trends in the overall cash position of the business.

On-Ramp Quickbooks Statement of Cash Flows Analysis
Quickbooks Aged Trial Balance Analysis

Aged Trial Balance

With Aged Trial Balance, you can make more informed decisions and better manage your business finances. Leverage an accurate view of the financial position summarizing all of your accounts into a single analysis. This view includes the opening and closing balances of each account, along with the monthly activity of each account. Easily identify trends, and evaluate performance.

Financial Analysis

Our Financial Analytics gives you the data to make informed business decisions and improve your bottom line. We provide detailed reports on all your financial data to help better understand and manage organizational finances.

Our analysis package provides yearly revenue insights, year over year sales variances, total sales by month and quarter, and % change of current year versus same time period last year.

On-Ramp Fiancial Analysis Dashboarding Analysis
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