One start page shows where cash is heading over the next two years, what is due in the next thirteen weeks, and nine health figures for the business. Every balance row is colour-marked so you can tell at a glance whether it favours you.
What ports as-is
- Monthly actual-plus-forecast cash timeline split by category
- A thirteen-week due-date agenda from the same open items
- Preview tiles opening aligned small-multiple chart pages
- Favour-based row tinting against a single wealth figure
What we build for you
- The tax and social-insurance rules the reserves follow
- Which KPIs sit on the tiles
- The account and category structure the tiles read from
